Portal Sites

A Portal Site is a collection of self-service information in a CSM Portal that is dedicated to a topic or function.

A Portal can display one or more Sites. For example, it might display:

• A company support Site (single site Portal).
• A Site for each department (IT, HR, Support).
• A Site for each locale (US, Germany, Chile), although a single Site can be configured to be available in multiple languages.

A Portal Site is highly configurable and can be tailored to meet branding and layout needs. The Site can display an Application Bar (Login, Site Selector), an informative banner/footer, a menu bar, a Search Control, and a Startup Item (A Dashboard).

1. Banner: Displays Site and background image, title, subtitle, and baseline text.
2. Application Bar: Displays the Language Selector, Site Selector, login menu, and Help menu.
3. Menu Bar: Lists the Site Items and/or supporting Actions. Select a Site Item to display its contents in the main pane or its list of supporting Actions. The Portal menu bar collapses into a hamburger menu on mobile screens and browser windows sized below 768 pixels.
4. Main Pane: Displays the Startup Item, which could be a Dashboard, a Report, a list of records, or the record currently being edited.