You can configure each Portal Group separately so that each group displays different Subportal groups, folders or self-service forms.
1. To access settings, click on Clients and choose any portal group you wish to configure. Then click on the "hamburger icon" which appears next to the name of the portal group.
Portal group settings are scattered around the menu:
1. Announcements - allows you to broadcast a message to all logged in users
2. Form templates - lets you create webforms that will be available in the portals
3. Share documents - is a place for documents everyone will have access to
4. Settings - this is the section with most options.
a. Change/ Edit the name of the Portal Group
b. Add a default welcome message that is sent out to new users
c. Turn on/off chat function
d. Require 2-factor-authentication from new users
3. In the Folders tab, define a default folder structure you want to appear in each portal. You can create folders and subfolders. You can either "apply this structure to new portals only" or "apply this structure to new and existing portals". These innocuous looking options are actually very powerful and need to be selected carefully.
The first option will not in any way affect portals that already exist. This means that if you add a new subfolder, say, for a new year of transactions, the change will not trickle down to portals that already exist.
The second option will enforce that the chosen folder structure appears in every single portal in this group. This means that you will NOT be able to manually remove a folder from a clients portal if it is part of the folder structure. The system will recreate it automatically.
3. Other actions tab
This option contains the option to 'Delete' the portal group or to export its settings.