Adding links to other web sites

SECURITY  Security level with Admin permission to configure Client Portal & Taskfire. Refer to Admin security settings.

NAVIGATION   > Admin > Admin Categories > Extensions & Integrations > Client Portal & Taskfire > Custom Links

You can add up to ten custom links to external web sites in your Client Portal. You may want to give your Client Portal users quick access to your corporate web site, or you might provide a link to a vendor.

When you add a link to a web site, your Client Portal users will see a Custom Links tab with a drop-down list for each link that was added:

How to...

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. To add a new link, click New to add a line to the table.  To edit an existing link, select Edit from the context menu . The line will open for editing.
  3. Populate or update the following fields.
    4. Field Name Description
    Link Name* (Required) The name for the link which will appear on the Client Access Portal.
    URL* (Required) The link which will open when the user clicks on the Link Name.
    Description A brief description of the link.
    Active Select this to make the link active in the Client Access Portal.
  1. Click Save.

The order in which the links appear on this page will control the order in which they appear in the Client Access Portal.

To change the display order, click on the order column of the link you want to move (the first column in the table) and drag the row to the appropriate location.

To inactivate or activate an existing link, complete the following steps:

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Open the context menu and select Activate or Inactivate.
  3. Only active links will appear in the Client Access Portal.

To delete a link, complete the following steps:

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Click the context menu and select Delete.

  3. Click Yes on the confirmation message. Deletions cannot be undone.