Portal Profiles

Portal profiles allow you to customize the look and feel of FintechOS Portal instances by changing the: company logo, backgrounds, favicon, system parameters, menus, dashboards, etc. This helps you personalize the user experience you provide to different types of users. For instance, an internal portal that your employees use at work will look and behave differently from a customer facing portal that is used to expose your products and services.

To customize your portals, you define portal profiles and assign them to the desired FintechOS Portal instances. You can reuse your portal profiles by assigning the same portal profile to multiple portals. In addition, you can import your portal profile settings, including background image and company logo, to another environment, by creating your portal profile in the context of a digital solution, exporting and importing the package into the destination environment. These resources are visible in the FintechOS Editor.

Create a Portal Profile

1. In FintechOS Studio, go to Main Menu > Digital Experience > Digital Frontends > Portal Profile.
2. Click Insert to display the Add Portal Profile page.




3. Enter a Name and Description for your portal profile.
4. Upload the Company Logo and Background Image.
5. Check the Use Full Width Forms checkbox if you wish the forms displayed in the portal to cover the full width of the screen.
6. If you want one of your Dashboards to always be visible at the bottom of the screen, select it in the Use Dashboard as Sticky Footer dropdown.
7. To customize the favicon, use the Favorite Icons control to insert a new one or select it from the list. When creating a new favicon, you have the option to provide links to different favicon variations depending on the resolution and type of device.
   
8. Click Save and Reload.
9. If you want to override specific System Parameters, use the System Parameter Values on Portal Profile grid to insert your changes. You can also disable such a system parameter if you want to temporarily revert it to the global system parameter value.
   HINT  
   Some of the system parameters you may use frequently to customize your portal instances are described below:
   

   • sys-hide-dashboard-tabs - Shows/hides the dashboard tabs.
   • sys-hide-shortcuts-navbar-left - Shows/hides the navigation bar.
   • sys-hide-footer - Shows/hides the pgage footer.
   • sys-hide-menu - Shows/hides the menu.
   • sys-hide-company-logo - Shows/hides the company logo.
   • sys-minimal-css - Features a clean, minimalistic styling and design for all basic page elements.
10. If you want to filter or disable specific Menu Items, use the Show only selected menu items grid to specify the available menu items and if they are temporarily disabled or not. If the grid is empty, all menu items will be displayed.
11. If you want to filter or disable specific Dashboards, use the Show only selected dashboards grid to specify the available dashboards and if they are temporarily disabled or not. If the grid is empty, all dashboards will be displayed.
12. Use the Restrict access to selected Security Roles grid to specify the Security Roles that allow access to the portal. If the grid is empty, all security roles will be able to access the portal instance.
13. Click Save and Close.

Assign a Portal Profile to a FintechOS Portal Instance

To customize a FintechOS Portal to use a specific portal profile, go to the Configuration Manager and add the following secret:

Key Path	Key Name	Key Value
kv/<environmentName>/<portalName>/app-configurations	portal-profile	Portal profile name

You can reuse your portal profiles by assigning the same portal profile to multiple portals.