Edit Portal Settings

Roles: Editor, Reviewer, Admin Plans: Pro, Advanced, Enterprise

About This Task

Update the settings of your Documentation Portal to reflect new developments. Once submitted, the new portal settings are used for your Documentation Portal immediately.

Portal Settings

The portal settings serve as identifying properties in the EnduraDocs Manager and for the operating personnel. Some portal settings are used within the EnduraDocs Manager and the Documentation Portal.
Name
Serves as identifier of the portal for the users and the operating personnel within the EnduraDocs Manager and the Documentation Portal. It is used for the tab and the link of the Documentation Portal in the browser.
Banner
Helps the users and operating personnel to identify the Documentation Portal. The image is used as banner on the landing page of the Documentation Portal.
Description
Serves as a detailed description of the Documentation Portal.
Associated Products
List of products from your workspace that are assigned to this Documentation Portal. Assigned products appear in the portal if they have at least one published revision.

Instructions

  1. Arrow pointing to the right. Go to the Portal Explorer.
  2. Arrow pointing to the right. Open the Three vertical dots. menu on the portal card and click "Edit" .
    Check mark. The portal settings open.
  3. Arrow pointing to the right. Edit as necessary:
    1. Arrow pointing to the right. Click on the image to upload an new banner for the Documentation Portal.
      i in a circle. Uploading the image may take some time.
    2. Arrow pointing to the right. Enter a new portal name.
    3. Arrow pointing to the right. Enter a new description for your Documentation Portal.
  4. Arrow pointing to the right. When the image upload is completed, click "Submit."
    Check mark. Your Documentation Portal's settings windows closes and the settings are updated.