PORTAL: Overview
Learn to customize your Unificus portal with pages, menus, and permissions for contacts and staff.
Designing your Portal
Portal Pages give you a blank canvas to add whatever content matters most to your team. Control who sees each page by setting permissions for specific Contacts, Staff members, individual Roles, or custom user combinations. Build pages using either the traditional Article Style Editor or leverage our advanced Content Block Editor for more flexibility.
You’ll need content for your Contacts to view and resources for your Staff Members to access.
MORE INFO > Portal Pages
Assigning a Start Page
Choose one of your custom Portal Pages to appear as the welcome screen when Prospects and Clients first access Unificus. This initial landing experience sets the tone, so make it count by personalizing it to match your brand and user needs.
MORE INFO > Start Page
Placeholder Links
Each Contact experiences a unique portal navigation tailored to them. Placeholder Links solve this by automatically adjusting based on who’s logged in—they’re intelligent links that work across Portal Pages, Project updates, Notices, and more, always pointing to the right Contact in context.
MORE INFO > Placeholder Links
Content Categories
Every organization structures information differently. Content Categories let you tag and sort everything from Companies and Events to Task Priorities and CRM Deals. Apply color-coded labels to create organized systems that match your business workflow.
MORE INFO > Content Categories
Custom Menus
Tailor the main Menu to reflect what your users actually need. With Custom Menus, you control which items appear, rename them, change their order, hide options by Role, and even add entirely new Menu Items from scratch.
MORE INFO > Custom Menus