Overview

CYPHER Learning is proud to have one of the most customizable interfaces in the industry. As an administrator, you have the ability to customize not only colors, logos, and images, but also very specific items like terminology throughout the portal. 

Installing the Full portal app

To customize your portal, first, download the Full portal app from the App center. To download the app:

1. Click Admin from the primary navigation menu.
   
2. Click App center from the fly-out menu.
   
3. Install the Full portal app from the Portal configuration section of the App center. 
   

General

This article will walk you through the tabs and settings available in the Administrator Portal section of the platform. To get started, access the Admin Portal page:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu. 
   

URL

The first section of the General tab is the URL section. This section displays the current URL of your portal.

1. Click the current portal URL to open your portal.
   
2. Click Edit your MATRIX URL to change the URL for the portal. This option allows you to quickly edit the subdomain of your URL. The subdomain is the first section of the URL and can be a mix of letters and numbers. 
   
1. Academia users will click Edit your NEO URL to change the URL for the portal. 
   
3. Click Use your own URL to set up your own, custom URL. Details on setting up a custom URL are covered below.

Using your own URL

You can set up a foreign domain so that your site can be accessed via a URL that you own. For example, you can allow your site to be accessed via http://www.mycompany.com instead of https://mycompany.matrixlms.com. 

Step 1

The screenshot below shows the DNS settings for adpacademy.com at GoDaddy. The last line in the CNAME area was added to perform the mapping.

If you want to, you can map a subdomain of your domain instead. For example, to map edu.adpacademy.com to adp.matrixlms.com, use "edu" instead of "www" as the CNAME host.

Step 2

Now that the DNS system is mapping your foreign domain to your MATRIX site, you must enter the mapping into your portal area so that the platform generates URLs based on your foreign domain instead of your original domain. For example, when you create accounts, the email invitations will use the new foreign URL.

To set up the foreign domain mapping:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu. 
3. Click Use your own URL in the URL section.
   
4. Then enter the name of your foreign domain without the 'http://' prefix. In this example, www.adpacademy.com would be entered.
   
5. Click Save.
   

Your new portal URL is displayed as the 'Foreign domain'.  At this point, your new foreign domain is live! 

1. Click Edit your own URL to modify your foreign domain.
   
2. Click Disable your own URL to clear your foreign domain.

SSL

By default, the site uses SSL everywhere on the site. 

1. Click Help from the primary navigation menu.
   
2. Click Customer support center.
   
3. Click Tickets.
   
4. Click Add ticket.

Note that the login and payments are always performed over a secure HTTPS connection, even if your custom domain does not support HTTPS by default.

Root domain

If you set up a foreign domain for your MATRIX portal, for example, if you mapped http://www.adpacademy.com to your MATRIX URL http://adp.matrixlms.com, you might want to set up the root or naked domain. The root domain helps redirect visitors so that if they do not add the "www" to the URL, they will still be directed to your portal. To do this, you will have to redirect the root domain to the www URL via your Hosting Provider (if they offer this service). If your hosting provider does not offer this service, you can use a root domain redirect service like http://wwwizer.com/naked-domain-redirect.

Color theme

The General tab allows you to set up the visual theme of your portal. The first section is Color theme. To modify your portal's color theme:

1. Select a primary accent color. The primary accent color is used across the site to indicate active tabs and buttons, default icons, and more. 
   
1. A variety of pre-selected colors are available. Click Custom color if you would like to select your own color.
2. Select a primary navigation color. The primary navigation color is used for navigation elements such as the primary navigation menu.
   

If you select the Custom color button, the Select custom color pop-up displays.

1. Enter a HEX color code, or select a color using the color picker.
   
2. Click Save.

1. Allow dark mode: Click allow dark mode to give users the ability to change their personal portal view to dark mode.
   
2. Enable color bars for tiles: Select the Enable color bars for tiles checkbox to allow course, class, module, or lesson tiles to display color bars on the left side of the tile.

1. Click their profile picture.
   
2. Click Toggle dark mode from the drop-down menu.

Logo

The platform allows you to use custom logos for the portal.

1. Full Logo: Click Upload logo in the Full Logo section to upload a logo that will appear at the top of the primary navigation menu.
   
1. The file can be a PNG, JPG, or GIF and the recommended size is 80px x 80px. A transparent background is recommended.
   
2. Condensed Logo: Click Upload logo in the Condensed Logo section to upload a logo that will appear at the top of the primary navigation menu when the menu is condensed.
   
1. The file can be a PNG, JPG, or GIF and the recommended size is 50px x 50px. A transparent background is recommended.
   
3. Favicon: Click Upload picture in the Favicon section to upload a favicon that will appear in the browser tab.
1. The recommended size is 32px x 32px. 

Visitor View

The Visitor view tab allows you to configure the visitor page(s) for your portal. Visitor view pages are public and available to users who are not logged in to your portal. 

1. Simple: Selecting a simple visitor page is a great choice for schools and businesses who only have internal users. When users access a simple visitor page, they are immediately prompted to login or sign up. 
   
2. Full on all devices: If you select Full on all devices, you can design a more robust home page and enable multiple pages, including a catalog, calendar, news, blog, and more. All pages will be available on all devices, including phones.
   
3. Full on all devices except phones: If you select Full on all devices except phones, you can design a robust visitor home page and enable multiple pages, but users that access your site on mobile phones will only be prompted to login or sign up. 

Portal pages

1. Catalog: The visitor Catalog allows you to display categories and courses for external users to browse, enroll in, or purchase.
   
2. Calendar: The Calendar page allows you to share a calendar of events with external users.
   
1. Note - Calendar events placed on the 'Business' calendar display on the visitor view portal.
3. News: The visitor News page allows you to share News postings with external users. 
   
4. Contact: The Contact page allows visitors to contact your organization with a message and their contact details.
5. Sign up: If enabled, the Sign up page allows visitors to directly sign up to your portal.
   
6. Blog: The Blog page allows you to post external blogs that can be read by visitors.
   

1. Click + Add. 
   
2. Choose between creating a new HTML page, or Reference to a specified URL, which allows you to create a page that links to another, specified URL.

Portal visual editor

The portal visual editor provides a point-and-click interface to design your visitor portal. The portal visual editor allows you to add, move, delete, and hide panels and adjust their settings. To access the visual editor:

1. Click Edit in the Portal visual editor section of the Visitor view tab.

A preview of the visitor homepage displays on the right, with the editor on the left.

1. Click Live view at any time to open your live portal in a new browser.
   
2. Click Header to add a title and logo to your visitor homepage. 
3. Click Admin to return to the Admin, Portal page. 

Portal header

After clicking Header in the editor, the header settings display. First, select a header background:

1. Select Transparent for a header with a transparent background, shown in the screenshot below.
   
1. Please note that the transparent background for the header only appears on the home page when the page is not scrolled down.
2. Select White for a header with a white background.
   

Please note that the changes you make in the editor are live and made immediately. 

To add a portal title:

1. Enter text into the Logo text field. 
   
1. If you leave this field blank, no title will display in the header.
   

To add your logo to the portal header:

1. Click Add picture in the Logo section.
   
2. Upload your logo.
   
1. Your logo will be resized to 51px height.
   

If you select the transparent background for the header, you can add separate images for the transparent background and the white background.

1. Click Change picture in the 'Logo - before scrolling' section to add the logo that will display on the transparent background.
   
2. Click Change picture in the 'Logo - after scrolling' section to add the logo that will display on the white background.

The logo with the transparent background will be displayed with the transparent header when the home page isn't scrolled.

The logo with the white background will be displayed with the white header when you scroll the home page and visit secondary pages.

After configuring the header:

1. Click Back to go back to the main page of the editor.
   

Portal panels

In the left bar of the main editor page, you can see all of your created portal panels, such as Carousel, Image blocks, etc.

1. The panels that are not visible in the live view are indicated by the not visibleicon.
   
2. To change the settings of a panel, hover over the panel title in the editor and click the configure icon.
   
1. The configure menu displays, where you can rename, duplicate, show/hide, and delete the panel.
   
1. Please note that you cannot duplicate the Carousel panel.
   
3. To reorder the panels, click and hold the reorder icon, then move the panels using drag-and-drop.
   
4. To edit an existing panel, click the panel title.
   

To add a new panel:

1. Click Add panel.
   

The Add portal panel displays, with a description of each available panel type.

Carousel panel

The Carousel panel allows you to easily add a panel with carousel slides that have custom pictures, custom text, and action buttons.  To add a carousel panel:

1. Click Add panel in the editor.
   
2. Click Carousel from the Add portal panel. 
   

1. Click the Carousel tab to edit the carousel slides.

Please note that you cannot add multiple carousel panels to a page.

The Carousel editor displays. The Settings section allows you to adjust:

1. Carousel speed: Select how many seconds you would like each slide to display, before moving to the next slide.
   
2. Accessibility: Turning on accessibility adds a play and pause button to the carousel. 
   

To hide or delete an existing slide:

1. Hover over the slide tab.
   
2. Click the configure icon.
   
3. Click Hide to hide the slide.
   
4. Click Delete to delete the slide.

To reorder the slides:

1.  Click and hold the reorder icon, then move the slide using drag-and-drop.
   

To edit a slide:

1. Click the slide name.
   

When you click a slide, it displays in the preview screen on the right. To edit the slide:

1. Enter text in the Heading field to add heading text to the slide.
   
1. Use the editor to adjust the text.
   
2. Enter text in the Description field to add text that will display below the heading.
   
3. To change the text color, enter a color HEX code in the text color field.
   
4. Click Change picture to add or edit the carousel image.
   
1. The recommended size for a carousel picture is 1550px wide and 773px high.
5. You can also add a call to action button:
   
1. Enter text in the button text field.
   
2. Select a page for the button link.
   
1. If you do not select a button link, the call to action button will not display.
   

1. Click Back to return to the Carousel editor panel.
   

To add a new slide to the carousel:

1. Click Add slide.
   

The Add portal slide pop-up displays.

1. Click Picture to add an image based slide with text and an optional button.
   
2. Click Custom HTML to create a custom HTML slide. 
   

If you select Custom HTML, you can completely replace the visitor portal carousel with your own custom HTML panel.

1. Enter a Title.
   
2. Use the Editor to design a custom panel.
   
3. Click Save.
   

Counters

The Counters panel allows you to easily add a panel with an image background and up to three counters/numerical displays. To add a Counters panel:

1. Click Add panel in the editor.
   
2. Click Counters from the Add portal panel. 
   

To configure a counter:

1. Click a Counter tab. 
   

The counter settings display.

1. Enter a Number that will display on the Counter panel.
   
2. Enter the Description that will display below the number. 
   
3. Click Back to edit the other counter displays.
   

The Counter updates are displayed instantly.

To further customize the Counters panel, you can hide one or more of the counters. To hide a counter:

1. Hover over the Counter tab.
   
2. Click the configure icon.
   
3. Click Hide. 
   

To change the background image of the Counters panel:

1. Click Change picture.
   
2. Upload a picture.
   
1. The recommended image size for a fixed position image is 1550px x 900px. 
   
2. The recommended image size for a static image is 1550px x the height of your panel.
   
3. Select the Fixed position background image checkbox if you want the image to stay fixed as the user scrolls the page. A fixed image creates a "floating" effect, allowing the image to remain constantly visible in it's designated position.

Custom panel

The Custom panel provides you with the option of creating a custom HTML panel. To add a Custom panel:

1. Click Add panel in the editor.
   
2. Click Custom from the Add portal panel pop-up. 

To add content the custom panel:

1. Click Html panel.
   

The Custom panel pop-up displays.

1. Use the Editor to create your custom panel.
   
2. Click Save.

Image blocks

The Image blocks panel allows you to create a panel with a set of up to four images with descriptions. To add an Image blocks panel:

1. Click Add panel in the editor.
   
2. Click Image blocks from the Add portal panel pop-up. 

The Image blocks panel preview appears on the right, and the editor on the left. To configure an image block:

1. Click the name of the block.

The individual block appears.

1. Enter a Heading for the block.
   
2. Enter a Description for the block.
   
3. Click Change picture to upload an image for the block.
   
1. The recommended size is 500px x 375px.
   
4. Enter text in the CTA text field to add a call to action button.
   
5. CTA URL: Select a page as the destination for the call to action button. 
   
6. Click Back to return to the primary Image blocks panel editor.

The Image blocks editor also allows you to configure the call to action buttons.

1. Select the Show CTAs checkbox to display the call to action buttons. 
   
1. Deselect the Show CTAs checkbox to hide the call to action buttons. 
2. Select a shape and style for the call to action buttons.
   
3. Choose a color for the call to action buttons.
   

Simple text and button

The Simple text and button panel allows you to easily create a panel with a solid color background, text, and a button. To add a Simple text and button panel:

1. Click Add panel in the editor.
   
2. Click Simple text and button from the Add portal panel pop-up. 

The Simple text and button panel preview appears on the right, and the editor on the left. To configure the panel:

1. Enter the text for the panel in the Text field.
   
2. Select a background color.
   
3. You can configure the Call to action button by selecting the Show CTA checkbox, adding text, selecting the CTA URL, and choosing the shape, style, and color of the button.
   

Clickable text blocks

The Clickable text blocks panel allows you to easily create a panel with up to six clickable blocks of text. To add a Clickable text blocks panel:

1. Click Add panel in the editor.
   
2. Click Clickable text blocks from the Add portal panel pop-up. 

The Clickable text blocks preview appears on the right, and the editor on the left. To hide any of the text blocks:

1. Hover over the text block tab.
   
2. Click the configure icon.
   
3. Click Hide. 
   

The text block editor displays.

1. Enter a Heading for the text block.
   
2. Enter a Description for the text block.
   
3. CTA URL: Select a page as the destination for the text block.
   
4. Click Back to return to the primary text block panel editor.

Split text and image

The Split text and image panel allows you to easily create a panel with an image, text, and a call to action button. To add a Split text and image panel:

1. Click Add panel in the editor.
   
2. Click Split text and image.

1. Enter the text for the panel in the Text field.
   
2. Click Change picture to add an image.
   
1. On this panel type, the recommended image size is 600 x 300 px.
   

In the Appearance section, you can configure additional options:

1. Select a Background color.
   
2. Select a Text color.
   
3. Select a position for the image.
   
4. Select the Text alignment.
   
5. Set the padding size, which determines the height of the panel surrounding the image and text.
   

The Call to action section allows you to configure the call to action buttons.

1. Select the Show CTAs checkbox to display the call to action buttons. 
   
1. Deselect the Show CTAs checkbox to hide the call to action buttons. 
   
2. Enter text in the CTA text box that will display on the call to action button.
   
3. CTA URL: Select a page as the destination for the text block.
4. Select a shape and style for the call to action buttons.
   
5. Choose a color for the call to action buttons.
   

Text and buttons

The Text and buttons panel allows you to easily create a panel with a background image, text, and up to two buttons. To add a 'Text and buttons' panel:

1. Click Add panel in the editor.
   
2. Click Text and buttons.

1. Enter a Heading for the panel.
   
2. Enter Text for the panel.
   
3. Set a Minimum panel height in pixels.
   
1. The default height is 340 pixels.
4. Click Change picture to upload a background image.
   
1. The recommended image size for a fixed position image is 1550px x 900px.
   
2. The recommended image size for a static image is 1550px x the height of your panel.
   
5. Select the Fixed position background image checkbox if you want the image to stay fixed as the user scrolls the page. A fixed image creates a "floating" effect, allowing the image to remain constantly visible in it's designated position.

In the Call to action section, you can configure the call to action buttons. To hide a call to action button:

1. Enter the text that will display on the button in the CTA Text field.
   
2. CTA URL: Select a destination page for the call to action button.
   
3. Click Back to return to the panel editor.

Simple portal editor

If you select the Simple portal type for visitors, you still design multiple aspects of your visitor homepage. To design a simple portal type:

1. Select Simple in the Portal type section.
   
2. Click Edit in the Portal visual editor section. 
   

The simple portal type editor displays, with a preview of the portal on the right and the editor in the left panel.

1. Click Change picture to upload a logo.
   
1. Note that the logo will resize to 51px in height.
   
2. Enter text in the Logo text field if you want to add text to your logo.
   
1. Leave the Logo text field blank if you do not want to add text to your logo.
   
3. Select an image background from a list of default backgrounds.
   
4. Select a Color for the image background.
   
1. Note that recommended colors are provided.
5. Click Admin when you are finished configuring the simple portal to return to the Admin > Portal screen.
   

Portal pages

If you have selected a Full portal type, there are default pages such as Calendar, Catalog, News, Contact, Sign-up, and Blog which can be enabled. To enable a portal page:

1. Select the Enable? checkbox for the page.
   
1. Deselect the Enable? checkbox to disable the page.

1. Click the edit  icon for the portal page.
   

1. Use the HTML editor to create or edit your content for the page.
   
2. Click Save.
   

You can also create your own custom portal pages, which can be HTML pages or links to an external URL. To add a custom portal page:

1. Click + Add in the Portal pages section.
   
2. Click HTML page to use HTML and the editor to create a custom page.
   
3. Click Reference to a specified URL to add a page that redirects to an existing URL.

The platform also allows you to set SEO (search engine optimization) metadata for custom portal pages. To set the SEO metadata for a custom portal page:

1. Click the add  icon in the SEO column for the custom portal page.
   

The Meta description and meta keywords pop-up displays.

1. Enter the meta description for the custom portal page.
   
2. Enter SEO keywords, separated by commas.
   
3. Click Save.
   

You can also set SEO metadata for news postings. To set SEO metadata for news postings:

1. Click the News portal page.
   
2. Click a news posting.

The individual news posting displays.

1. Click the add  icon.
   
2. Enter the meta description and meta keywords.
   
3. Click Save.
   
4. Click Admin to return to the admin portal page.

Blog

Your visitor portal can also include a public blog. To enable a public blog:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the Visitor view tab.
   
4. Click the Enable? checkbox for the Blog portal page.
   

1. Click the Blog portal page.

The Blog admin page displays. To create a blog post:

1. Click + Post.
   

The Post pop-up displays.

1. Enter a blog Subject.
   
2. Use the editor to create the content of the blog.
   
3. Select the Allow comments? checkbox if you would like to allow visitors to leave comments on the blog post.
   
4. Click Save.
   

To access the blog, visitors:

1. Access the portal URL.
   
2. Click Blog from the Portal menu.
   

When a visitor leaves a comment on the public blog post, you will get a notification.

If you want the visitor comment to be visible on the Portal:

1. Click the link in the notification.
   
2. Click Accept on the visitor comment. 

Portal menu

The Portal menu section of the Visitor view tab allows you to choose which pages will display in your portal menu.

1. Click the Edit  icon to edit an existing page.
   
2. Click + Add to add a new page.

If you click Add, the Add menu item pop-up displays.

1. Enter a title for the new menu item.
   
2. Select a page from the drop-down menu.
   
3. Click Save.
   

You can also add sub-menu items that will display if a user selects a page from the menu. To create a submenu item:

1. Click the arrow  icon of the menu item that will become the sub-menu item of the menu above it.
   
1. For example, if you want to add Calendar as a submenu to Catalog, click the arrow  icon next to Calendar.

The Calendar menu item is now indented as a sub-menu item for the Contact menu.

1. Click the Custom HTML button in Portal menu section.
   

The Custom HTML menu displays.

1. Enter the HTML that you want to replace the Portal Menu with.
   

The custom HTML will be displayed in the visitor portal, wrapped as follows:

1. <div class="custom-header">

     <!-- Your custom HTML goes here ->

   </div>

Note that since the HTML will replace your visitor portal menu, you won't be able to log in unless your custom menu system includes a login option. 

If you forget to add a Log in option to your custom HTML menu item, and get locked out, you can add ?disable_custom_menu=true to the visitor URL to access the standard header menu. This will allow you to log-in and edit or remove the custom HTML header. Once you are logged in:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the Visitor view tab.
   
4. Click Edit in the Portal visual editor section.
5. Click Header.
   
6. Click the Add custom HTML button to edit or remove the custom HTML header.
   

Portal panels

When designing your full portal page, you can stack different types of portal panels to create your design. You can use any combination of the following seven types of panels:

1. Carousel: A customizable picture carousel.
   
2. Counters: A graphical background with up to three counters.
   
3. Custom: A custom HTML panel.
   
4. Image blocks: Up to four images, each with a title, text, and a button.
   
5. Simple text and button: A colored background with text and an optional button.
   
6. Clickable text blocks: Up to six clickable blocks of text.
   
7. Text and buttons: A graphical background with a title, text, and up to two buttons.

As covered earlier in this article, to configure the portal using panels:

1. Click Edit in the Portal visual editor section of the Visitor view tab.
   

The portal panels you configure in the portal visual editor display in the 'Portal panels' section of the Visitor view tab.

1. You can quickly enable or disable any of the portal panels by selecting or deselecting the Enable? checkbox.
   
2. Click the Edit  icon to be redirected to the portal visual editor to directly edit the portal panel.
3. Click + Add to add a new portal panel.
   

Footers

You also have the ability to customize your portal footer. The footer section displays the current footer buttons. To edit an existing footer button: 

1. Click the Edit  icon.

The Edit pop-up displays for the footer item.

1. Edit the title for the footer item.
   
2. Select the page from the list where users will be redirected when they click the button.
   
3. Click Save.
   

 To add a new footer item:

1. Click + Add in the Portal footers section.
   

The Add footer item pop-up displays.

1. Enter the title for the new footer item.
   
2. Select the page from the list where users will be redirected when they click the button.
   
3. Click Save.

You can also add sub-footer items that will display below other footer items. To create a sub-footer item:

1. Click the right arrow  icon of the footer item to move it below the footer item above it.
   
1. For example, if you want to move News below Information in the footer, click the right arrow  icon next to News.

In the example below, you can see that each footer item is listed as a sub-footer to the item above it.

User view

The User view tab allows you to configure your portal for logged-in users. To begin configuring the user view:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the User view tab.

Avatar

1. Select the Display user avatar in upper right? checkbox to show user avatars in the upper right menu for logged in users.

Home left tabs

The Home left tabs section allows you to configure the primary navigation menu for users.

1. Click and hold the reorder  icon to move a tab to a new location using drag and drop.
   
2. Click Reset to default ordering to reset the tabs to the default order.
   

Home top tab

The Home top tab section allows you to configure the tab options available on the user Home page. 

1. Select the News checkbox to enable a home page News tab.
   
2. Select the Agenda checkbox to enable a home page Agenda tab.
   
3. Select the Scores checkbox to enable a home page Scores tab.
   
1. For academia users: Select the Grades checkbox to enable a home page Grades tab.

Note the Dashboard tab displays by default.

Home landing tab

The Home landing tab section allows you to select which page users see when they first login or click Home on the primary navigation menu. By default, the Home landing tab is the Dashboard tab.  

1. Select a home landing tab radio button to make it the default home page tab.

Default video dimensions

The Default video dimensions section allows you to set the default dimensions for videos. To edit the default video dimensions:

1. Click Edit in the default video dimensions section.
   

1. Width: Enter a percentage, pixel size, ratio, or leave the field blank to adjust the default video width when videos are loaded to the platform.
   
1. In the example below, videos are displayed at 90% of their width by default
2. Height: Enter a percentage, pixel size, ratio, or leave the field blank to adjust the default video height when videos are loaded to the platform.
   
1. In the example below, the height is blank, so that the video height can automatically adjust to the width percentage.
   

Note that anywhere videos are displayed, they will use the default dimensions unless explicitly overridden at the individual video level. To learn more, visit the Video article.

Content maximum width

1. Click the Maximum width drop-down and select a pixel size.
   

Shortcuts

The Shortcuts section allows you to create new, custom links that will display in the Shortcuts menu on the primary navigation menu.

1. Click + Add to add a new link to the Shortcuts menu.
   

1. Name: Enter a Name for the new link that will display in the Shortcuts menu.
   
2. URL: Enter a URL for the new link.
   
3. New window: Determine if the new link will open in a New window.

1. Click the Edit  icon to edit the link details.
   
2. Click the Picture icon to add or edit the picture that displays for the shortcut menu item.
   

Footers

You can customize the footer area that is displayed at the bottom of each page when a user is logged in.

1. Click + Add to add a new footer button.
   
2. Click the Edit  icon to edit an existing footer button.
3. To enable/disable a footer, click its Enable? checkbox. 
   

Terminology

You can customize the terminology of your site by adding one or more terminology substitutions. These substitutions are applied to all built-in text which appears on tabs, buttons, headings, instructions, and tips. For example, you can replace the term 'Teacher' with the term 'Instructor'. To add a terminology substitution:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the Terminology tab.
   
4. Click + Add.
   

The Add substitution pop-up displays.

1. Enter the current, Original term.
   
1. You should only enter the lowercase singular version of the text; the capitalized and plural versions are handled automatically.
   
2. Enter a Replacement term.
   
1. You should only enter the lowercase singular version of the text; the capitalized and plural versions are handled automatically.
3. Click Save.
   

SEO

The SEO tab provides you with options that enable search engine indexing, naming catalog URLs, and setting up a meta-description and keywords. You also have the option to upload a custom robots.txt that overrides the default robots.txt for your site, and you can upload a custom sitemap.xml that overrides the default sitemap for your site.

To enable Search engine indexing for your portal:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the SEO tab.
   
4. Check the Enable? checkbox in the Search engine indexing section.
   

You can include the name of catalog items in their public URLs automatically. To include the catalog item's title in the catalog URL:

1. Click Enable? in the Named catalog URLs section. 
   
1. After enabling this option, public catalog URLs will include the item's title.
   

Note that the title itself is ignored by the site, so if you change an item's title later, it will not break previous URLs.

To add a meta description and/or keywords for your portal:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the SEO tab.
   
4. Click Edit in the Metadata section.
   
5. Enter the metadata description.
   
6. Enter metadata keywords.
   
7. Click Save.
   

To upload a custom robots.txt that overrides the default robots.txt for your site:

Social media

The Social media section enables you to add social media icons and links to your visitor and user portals. To add social media icons to your portal:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the Social media tab.
   

1. Select the appropriate checkboxes for the icons you want to display on the Visitor view or the User view.
   
2. To edit a link, click the Edit   icon for the appropriate social media platform.

 The selected social media URL page displays.

1. Enter your company's social media URL for the selected platform.
   
2. Click Save.
   

Custom CSS

The Custom CSS tab allows you to upload custom CSS to add or override stylesheet values. To add a custom CSS file:

The custom CSS File page displays.

1. Click + Add file.
   
2. Upload your custom CSS file.
   
3. Click Save.

Your custom CSS file is included after the default CSS styles.

1. Click Change to change the uploaded CSS file. 
   
2. Click Disable to disable the CSS file.
   
3. Click Clear to to remove the CSS file.
   

Custom HTML

The Custom HTML tab allows you to upload custom HTML to the platform. To add a custom HTML file:

The Add Custom Html pop-up displays.

1. Click the Scope drop-down to define which views will be impacted by the custom HMTL. 
   
1. All: Apply to logged-in user pages and visitor pages.
   
2. User: Apply to logged-in user pages only.
   
3. Visitor: Apply to visitor pages only
   

1. Click the Match drop-down to select a match option:
   
1. All: Applies to all pages.
   
2. URL: Applies to all pages with the specified absolute or relative URL.
   
3. RegExp: Applies to all pages whose URL matches the regular expression.
   

1. Enter the custom HTML fragment(s).
   
1. In the example below, the HTML fragment will be inserted into all logged-in user pages with the regular expression of "/user_dashboard" in the URL.
   
2. If you select Templating?, then you can use the variables @user_first_name, @user_last_name, @user_email, @user_full_name, @userid in the text.
   
3. Click Save.
   

You can add multiple custom HTML rules.

1. Click Edit to edit an HTML rule.
   
2. Use the Enable checkbox to enable or disable HTML rules.
   

1. Select the HTML rule checkbox.
   
2. Click Delete. 
   

Adding conversion tracking

This feature allows you to set up conversion tracking for your conversion pages and also set up conversion tracking using global site tags. If you want to learn more about setting up conversion tracking for your website with Google, visit the Use the Google tag for Google ads conversion tracking help article.  

To set up conversion tracking using global site tags:

1. Scope: Select All from the drop-down.
   
2. Match: Select All from the drop-down.
   
3. Head top: Enter the code in the Head top section.
   

1. Scope: Select User from the drop-down.
   
2. Match: Select URL from the drop-down.
   
3. URL: Enter the conversion page URL.
   
4. Head bottom: Add the tracking code.

Accessibility

1. Use the accessible carousel on the visitor portal - adds play and pause options: Enabling this setting adds play and pause buttons to the portal carousel, providing users with more time to review each carousel slide.
   
2. Use high contrast theme: This setting enables a high contrast theme for all users, which adds additional contrast to many elements such as links, checkboxes, and buttons. Please note that enabling this setting overrides individual user settings and forces all users to use the high contrast theme.
   
3. Allow users to enable the high contrast accessibility theme: This setting allows users to enable or disable the high contrast accessibility theme on an individual basis. This option empowers users to determine the accessibility setting that is right for them. This is the recommended setting.
   

More

The More tab allows you to configure additional portal settings, such as setting up a login session timeout, enabling a Captcha, setting up a log in widget, using Google fonts, and more. To access the Portal, More tab:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the More tab.

Session timeout

The Session timeout setting allows you to set a number of minutes of user inactivity that will cause the user to be automatically logged out of the platform. This option can be important for security reasons if users walk away and leave their device unattended.

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the More tab.
4. Click Edit in the Session Timeout section.
   
5. Select a number of minutes of inactivity that will cause a user to be logged out.
   
6. Determine if you would like to override the setting for learners/students.
   
7. Click Save.
   

You can also set a custom session timeout for individual users. To set a custom session timeout for a specific user:

1. Access the user's profile.
   
2. Click Settings from the profile menu.
   
3. Locate the Log out automatically after the specified minutes of inactivity setting in the Miscellaneous section.
   
4. Select a number of minutes of inactivity that will cause the user to be logged out.

Captcha

To help prevent spam, you can enable a Captcha on your portal. A captcha is security tool that uses a challenge-response test to distinguish because human user and automated bots. To enable a captcha:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the More tab.
4. Check the Use captcha to prevent spam checkbox.
   

If you would like the Captcha to be invisible:

1. Check the Use invisible captcha checkbox.

Log in widget

The platform offers a log in widget that you can use on other web sites. The widget can be embedded on other sites as a convenient and quick way for users to access and log in directly your site. To get the code for the widget:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the More tab.
   
4. Click Get widget in the Log in widget section. 

The log in widget page displays instructions on how to download, customize, and embed the widget. To download the widget:

1. Click View widget.
   
2. View the widget page source.

Google Fonts

To further customize your portal, you can add Google fonts. To use Google fonts, you will first need to install the Google fonts app. To learn more, visit the Google fonts article.

To add a Google font:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the More tab.
   
4. Click + Add in the Google font section.
   

If you have already installed Google fonts:

1. Click Edit to edit the font(s).
   
2. Click Clear to remove the font(s).

Google Analytics

If you have have a Google Analytics tracking code, you can add it to your platform. 

To add a Google Analytics tracking code:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the More tab.
   
4. Click + Add in the Google analytics section.
   

1. Enter your Google tracking code in the Measurement ID field.
   
2. Click Save.
   

URL redirection

The platforms allows you to redirect specific URLs on your platform. If you create a URL redirection, when a user visits that particular URL, they are automatically directed to a different URL. For example, if your website posts news and announcements, you can map /home_news to a different site that contains your website's latest news. To create a URL redirection:

The Add page displays.

1. Original: Enter the original URL. The original URL is always relative to your site and should be in the form /path/tail.
2. Replacement: Enter the replacement URL  The replacement URL should be a full URL of the form http://domain/path/tail. 
   
1. For example, if you want anyone who clicks the home News button to be redirected to an external news page, you could map /home_ news to http://mysite.com/news.
   
2. Please note that when redirecting users after they log out, the best option to use is /log_out/logged_out.
3. Click Save.

URL redirections are listed with a column indicating if the redirection is enabled.

1. To edit a URL redirection click the Edit icon.
   
2. To delete a URL redirection, select it and click Delete. 
   

Suppress embed links 

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the More tab.
   
4. Select the Suppress embed links visibility? checkbox.

IP Constraints

You can restrict learners' access to your platform by whitelisting and blacklisting IP addresses. To set up whitelisted/blacklisted IP addresses:

The Add IP constraint pop-up displays.

1. IP address: Enter the IP address(es).
   
2. Comment: Write a comment.
   
3. Select if you want to whitelist or blacklist the address.
   
1. If you whitelist IP addresses, learners are limited to accessing the site from those addresses.
   
2. If you blacklist IP addresses, no users can access the site from those addresses.
   
4. Click Save. 
   

The added IP addresses are listed under IP Constraints, along with their constraint type.  

1. You can edit the IP addresses by clicking their Edit icon.
   
2. To delete an IP address from the list, select it, then click Delete.
   

Calendars

By default, repeating event times do not adjust for daylight savings time. You can adjust this in the Calendars section If you want repeating events to be adjusted during daylight saving time:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the More tab.
   
4. Deselect the Don't adjust repeating events +/- an hour during DST checkbox in the Calendars section.
   
1. If this option is checked, a repeating event at 5 pm will always appear as 5 pm regardless of DST.
   
2. If you deselect this option, an event at 5 pm outside of daylight savings time, will appear as 4 pm during daylight savings time.
   

User inactivity

The User inactivity setting allows you to set a number of minutes of user inactivity that will cause the user to be automatically logged out of the platform. This option can be important for security reasons if users walk away and leave their device unattended.

To set the number of minutes of user inactivity that will trigger a timeout:

1. Click Admin from the primary navigation menu.
   
2. Click Portal from the fly-out menu.
   
3. Click the More tab.
4. Enter the number of minutes of user inactivity that will cause a user to be logged out.