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Portals

A branded place to put your documents and data

Instead of emailing documents around, publish a portal: pages your own users sign into to browse, filter and download what you generate for them — your logo, your colours, your domain.

Page and portal state Build one with AI

What a portal is made of

Pages and widgets
Tables, charts, navigation and text, arranged on a canvas the same way you build a report.
Widget reference
Live data
Each page pulls from your data sources and takes parameters, so what a visitor sees is current and filtered to them.
Your brand
A shared design carries the theme, layout and navigation across every page in the portal.

How it comes together

1Design the shell
A design bundles a theme with the page layouts every page sits in — navigation, header, framing.
2Add pages and wire data
Each page gets a route, its own data sources and parameters, and a tree of widgets on the canvas.
3Publish
You edit a draft; publishing makes that version the one your users see.

Start from an existing portal

To build a portal that is close to one you already have, select it in the Portals list and click Duplicate (also available from the row's right-click menu). You get a new, unpublished portal named … (copy) with its own code. It includes every page, window and module, along with each page's data sources and parameters. It stays on the same design. Changes to the copy never affect the original.

Designs work the same way: Duplicate in the Portal Designs list gives you a new, unpublished design named … (copy) with every page layout and its data sources and parameters, using the same theme. Portals keep using the original design until you switch them.

  • Page and portal state

    Where a value lives and how long it lasts — $params, $data, $vars, $portal.state and $user, and how widgets pass values to each other.

    Page and Portal State

  • Portal Assistant

    An assistant inside the designer that can read the portal you are building and create pages, widgets and data wiring from a description.

    Portal Assistant

  • Branding

    Put your own logo, colours and domain across the product, portals included.

    White Label

  • Move a portal between workspaces

    Export a portal from one workspace and import it into another.

    Data Export · Data Import

Before you start

Portals surface documents produced by reports, so it helps to have at least one report template working first.