Method:Classic General Q&A

Re: Can you create multiple portals for different types of contacts?

Method_Michael — Wed, 30 Nov 2011 16:58:27 GMT

mlepitt-

I will have to look further into this option for Portals but another alternative which I just tested and it does work is Go To Screen, Go To Screen loads another screen within your current screen.

-Michael

Re: Can you create multiple portals for different types of contacts?

mlepitt — Wed, 30 Nov 2011 15:03:52 GMT

I have gotten to this project and am running into an issue. I am trying to use the landing page page load to hide the tab links, but it doesn't appear to be doing anything. I then went to the Tabs and unchecked Show for one of the tabs, with the intention of showing it depending on who was logged in, but that also doesn't work...very surprising as I KNOW it works just fine for our own internal instance of Method. Any ideas?

Re: Can you create multiple portals for different types of contacts?

Method_Michael — Tue, 16 Aug 2011 13:30:13 GMT

Emily-

You can create different portals based on different tables from Method. The default portal is based on the Contacts tables but you can create portals based on Employees, Vendors or Customers.

One way of achieving what you are looking for(Without creating a new portal) is to create a custom field that keeps track of the portal that a user should have access to and on the OnScreenLoad of the first screen that loads in the portal use the Show / Hide Tab link action to show or hide tab links.

Pseudo code example:

If user portal type = US Dealers
   Show Tab Link A
   Show Tab Link B
   Show Tab Link C
End If
If user portal type = Direct Consumers
   Show Tab Link D
   Show Tab Link E
End If

-Michael

Can you create multiple portals for different types of contacts?

mlepitt — Mon, 15 Aug 2011 19:08:31 GMT

Can you create multiple portals for different types of contacts? My example is that we have US dealers, International Distributors, and Direct Consumers that currently have access to our portal. In the system we are transitioning out of, we were able to specify the role which linked to the proper portal. How would I be able to achieve the same thing in Method so we can protect ourselves with dealer price protection and promotions? At this point I am able to customize the existing portal and add additional tabs, but don't see a way to make multiple portals that link to a specified role - or more specificallty how to specify a particular portal for a specific user/contact.