To add a new language option to your portal, navigate to the very top right corner of your screen. There, you will see a button with the name of your primary language (in our case, “english”). Click on it, and a dropdown menu will open. Here, you will see the languages you currently use. You also have a search bar to browse through them easily and the button “+add new language”. Click on it.
When you do, a modal will open, where you can select your new language. Once you have, click on “add.”
This will add a new language option to your portal. What does this mean? Each language option is an identical copy of your portal. Translations aren’t done automatically within the portal, but you must manually input them. This manual change will only be saved in the language version of your chosen portal. This means you can manually translate English text to German in the “German” version, and these changes will be exclusively recorded and saved here. You can add as many languages as you’d like in this way!
You will often see a snake-like icon over certain containers and sections. This icon allows you to redirect to the hub. For example, let’s say we want to redirect one of our CTAs to the hub. Hover over the CTA button; three icons will appear on top. The pencil allows you to edit the button, the chain to link to pages or sections, and the snake-like coil to link back to the hub. Click on it.
Once you do, a modal will open. Through it, you can set up a redirection to one of your hub’s gallery pages. Firstly, you can select one of your galleries through a dropdown menu. Next, you can determine whether the redirection should be to “anywhere” within that gallery, a collection, product, folder, or specific label. If you were to choose any one of the options apart from “everywhere”, an additional question will appear: “Which collection/product/folder/label?”. Select accordingly.
Finally, select if and how you wish your metadata filters to be included. You can choose for them to not be included in the display, include them as page filters, or in a “custom” manner of your own choosing. Having established these parameters, you may click “save”. The modal will close, and your hub redirection is ready!
You can preview your portal on multiple devices. To do so, navigate to the top right corner of your display, next to the language options. You will see a button with the word “desktop” in it. Click on it, and a dropdown menu will open. On it, you’ll have multiple device options. Click on them in order to preview your content in that format.
This allows you to verify that your portal is multi-device friendly, which is important for the users, as well as for appropriate ranking with search engine optimization.
The creation of a portal starts within your Filerobot hub. Once you’ve logged in, navigate to the top left corner of the main page. Here, you’ll see three tabs displayed, named “library”, “portals” and “analytics”.
Click directly on the “portals” hub to access the main area of operations of your portals. Here, you’ll be able to see all the portals you have created. If you haven’t yet created any, the page will be blank. To start creating your first portal, navigate to the top right corner of the page, where you’ll see the button “+add a new portal”. Click on it, and start creating!
Once you have clicked on “+add a new portal” a modal will open. Through it you’ll be able to set the main elements of your portal. Choose the portal name, set a slug, determine a primary language, choose a theme (light or dark) as well as its primary colors. Everything can be modified later on.
When you are satisfied with the parameters you have set, simply click on the “add” button, and the new portal will be created and displayed in the main page.
*If the “portals” tab doesn’t appear, contact your hub administrator to be granted access.
Now that you have created your portal, you can get down to editing and modifying it as you wish. From the main page, you have access to everything you need. Hover over your portal’s thumbnail, and you will see three main elements: an “edit” button and a “publish” button right in the middle, and three small dots in the bottom right corner. We will go through these elements one by one.
Let’s start by diving into the “settings” section, which can be found by clicking on the three buttons on the bottom right corner. Be mindful that only those hub users that have at least a manager’s access will be able to access the portal admin section. You will see different options when clicking on this button: “Settings”, “users”, “clone”, and “delete”.
Click on the “settings” button to access a new menu, through which you’ll be able to, at any time, modify the name of your portal as well as its slug. Here you can also determine a preview image for your portal.
Scrolling further down on the “settings” page, you’ll come upon the access settings for your portal. In this section, you may determine whether your portal is “public” or “private”. As a default, your portal will be set to “private” upon creation and will require identification. When the settings are set to “public”, anyone with the link may access your portal. Nevertheless, You can request a password to have some control over exactly who views the portal. This setting is ideal when your portal’s intent is to be shared with external users and stakeholders.
Conversely, you can decide to change the portal settings to “private”, in which case the access to the portal is much more limited and controlled. This option is perfect when your portal will be shared only internally, or with few external users and stakeholders. When the “hub users” option is enabled, all users, regardless of their level, can access the portal. When disabled, only manager and administrator-level users can access the portal. Similarly, when the “portal users” section is enabled, you can share the portal registration page with external users and through self-registration they can enjoy access to the portal. Finally, in this section you can decide to change the owner of the portal. Ownership of the portal will automatically be attributed to its creator unless changed. Ownership of the portal is relevant as only the owner can delete the portal.
You can access the users section directly through the three dots on the bottom right corner of your portal preview, or from within the settings section, in the tab right next to it.
This is the section where you can view the users of your portal. You will see that each user has a differently colored tag that classifies them. Let’s go through the different categories. “Active” members are those that can currently access and view the portal. “Pending” members are the ones who have requested access through the self-registration. After the self-registration, they receive a link via email to access the portal. The user will remain as “pending” until they click on said link. Their status will then be changed automatically to “active”.
This is also where you may search for specific users by using the search bar to directly type their names. You can also type specific attributes to view the corresponding users. You may also choose to use the drop-down menu right next to the search bar, where you may filter users by type so you can view admins, active users, pending users, etc.
Every user displayed on the user page has a number of associated user attributes that are defined and edited directly through the hub. This is a task only owners or administrators can carry out. It is done directly via the Filerobot Hub main page. Once on the main page of the hub, click on the settings icon located in the top right corner. A drop-down menu will open, and you can click on the first option, “users”. Once on this page, you will see three small dots next to the search bar. Click on it, and you will see a “manage user attributes” button. As you click on it, a modal will open, through which you can edit said attributes. There are some mandatory attributes that need to be filled out for every user, indicated with a lock. You may add as many attributes as you wish on top of the mandatory ones.
At this stage of creation, the portal has not yet been published and will not be visible when clicking on the slug. To render it visible and thus be able to preview your work, click on the green button “publish” that appears when hovering over your portal preview. Don’t worry; you will still be able to edit your portal once it’s been published.
Since a preview functionality isn’t yet available for portals, you can make use of the live link in order to preview changes and edits. Click on the link at the bottom of the preview card and access the portal live.
The edit button appears right next to the “publish” one in blue, or in the case of an already published portal, next to the “unpublished” button, in gray. Click on it to start creating content or to modify the existing content of your portal.
Once you’ve clicked on the “edit” button of your portal, you’ll be logged into the editor. On the top, to the left of the page, you’ll see the name of your portal, followed by “/ home”. Click on “home”, and a dropdown menu will open. Here, you will see all the pages of your portal. You will start with the pre-created pages, to which you will eventually add others created by you.
First, we have the home page. This is your portal’s main page, and as we’ll see later, you may choose its style and layout through the templates.
Next is the “forgot password?” page, readily available for you and your users. You may slightly tweak this page by adding text below or changing the theme from dark to light. All of the pages will be automatically displayed in the brand colors you have selected for your portal.
You also already have the “login as guest,” “login using hub/portal account,” and “registration page” available.
Click on the registration field, and you can edit it by adding a new field, removing non-mandatory fields, or modifying the order of the different fields. The last sentence, “already have an account? Log in” acts as a CTA button; you may modify the text and add a link to whatever you wish in this space. At the bottom, you may always choose to include more information.
In the top menu you also have the “search” option, where you can type specific keywords you’re looking for, section titles, etc. to find the content you’re looking for.
Your company logo, or whichever logo you choose for your portal, will always be displayed on the top left corner of every page within the portal. You can modify it, and to do so, simply click on it, and a modal menu will appear. This will allow you to edit the logo’s “container”.
You may change it, by adding a new image, or simply modify it, through the “fit”, “fill”, “crop”, and “face crop” options available in the “image positioning” bar. You may also choose to add an alt text, which will not modify the visual, but is a recommended step for search engine optimization.
Creating a new page also happens from the top dropdown menu. At the very bottom you’ll see the button “add new page”.
Once you’ve clicked on this button, a modal will appear, allowing you to set the basic elements of your new page. Firstly, you must select the page type, be it a web page, an asset gallery, or a form. Be mindful that this is the only parameter that cannot be modified later. The type of page cannot be changed. Then you may choose the name of your page, you may want to think of a naming convention in advance so that you can easily find and browse through the different portal pages. You will also select the slug and the title of the page. Hit “add”, and the new page will be created and added to the top menu.
You may then move on to editing your new page’s content. You will land on a blank page with the button “+add section”
Once you’ve clicked on the “+add section” button, a modal will open. In it, you’ll see listed on the left all the different section categories. Browse through them and discover the designs available for each one as they’re displayed on the right.
Browse freely among these blocks to construct your page. Once you’ve selected a block by clicking on it, a new modal will open, allowing you to select the name and slug for this new section within your page. Again, be mindful to have a naming convention so that you don’t get lost and you can easily find different sections and pages at any time.
Once you have filled in the information, simply click “add” and the section will be automatically created and displayed. From here on, adding new sections to your page is simple.
Simply click on the “+” button located at the bottom and top of the existing section, and the same modal will appear for you to choose your new block.
You can also add new sections from the sidebar. To the left, click on the topmost icon named “sections”. It will unfurl a new sidebar, where you’ll see displayed all the currently existing sections, and you’ll also be able to click on “+add a new section” directly underneath.
Here you can also easily change the order of the sections by dragging their corresponding sidebar blocks. You can also decide to temporarily hide, delete or rename your section by clicking on the three dots within the section block, next to the name.
The last added section always bears the footer. It will be visible by default. However you may choose to hide it wherever you want by clicking on the three buttons on the top left corner of the section.
You can choose at any time to change the colors of your portal or to change the background of your sections to further personalize them. To change the colors of your portal, navigate to the sidebar menu, where you will find the “design” tab located directly under the “sections” one.
Click on the “design” tab and an additional side menu will open. Here, you will be able to switch between the “dark” and “light” modes thanks to a drop down menu.
You may then switch or change your primary and secondary colors by clicking directly on the colored square and eyeballing a color of your liking or by directly inputting the exact HEX color code of your brand. You can also automatically invert your primary and secondary colors by clicking on the sun and moon icons located at the top left corner of your section.
The color you choose as primary is the main page color. The secondary color will be present in the sections, and the accent color serves to highlight CTA’s and other important elements to catch viewers attention. Next to the color, you can choose its opacity or intensity.
To change your section’s background, navigate to the top right corner of the section block, where you will see several icons. Click the one that resembles a square. When hovering over it with your mouse, the words “add background” will appear.
When clicking on it, a modal will open. In it, you will see a square with the words “add background” yet again. Click on it, and you will open the hub and access your gallery. From here, you may choose the visual that best suits your section and establish it as your section’s background. By default, the “color overlay” box will be ticked in your modal, adding a film to your image to create more contrast and highlight the text. You may uncheck this box and remove the color overlay at any time.
Many of the design blocks available for the different sections contain images. When choosing your block, you will see default stock images to illustrate your page’s design. You may then substitute your own. To do so, click on one of the image containers, and a modal will open.
In it, you can click directly on the image, and the gallery view will open, so you may select your visual. An ALT text will be automatically generated for your image, but you may change it. As mentioned, descriptive, accurate ALT text improves the image’s search engine optimization ranking.
Image positioning
You can change the position of your images within the containers. Simply click on the “image positioning” tab, and a dropdown menu will appear. In it, you can choose to fill the container with your image, to fit the image to the container, to crop an automatically detected face, or to do a personalized crop of the image.
Cropping Tool
The cropping tool allows a personalized and precise display of the image within the container. Choose the “crop” option within the “image positioning” dropdown menu. A modal with the container image will appear. With the aid of a grid, you can crop the image to your liking.
You may adjust the padding of your sections to suit your desires. Navigate to the portal section of your choosing. In the top right corner, click on the “section settings” icon. There, you will be able to adjust the top and bottom padding.
Certain sections will have pre-determined paddings, others won’t, depending on their layout and the content they’re meant to display. For the most part, you will always be able to modify the padding in the manner described above.
You may clone any element of your portal, whether the portal itself, a page, or a section.
To clone a section, navigate to its top right corner and click on the three dots named section options.
Once you have clicked, a dropdown menu will open, and you will see the option “clone” appear in second place. By clicking on it, a modal will open, where you can determine the name and slug of the cloned section. Once you have, click on save, and you’re done!
To clone an entire page, navigate to the top menu. Click on it, and the dropdown menu bearing all your portal’s pages will open. Hover over the page you wish to clone; three dots will appear next to it. Click on them, and several options will appear. Select “clone”.
Once you have, again, a modal will appear for you to choose the name and slug of your new page. Hit save, and your copied page will directly appear in the menu alongside the others!
Finally, access the main page with all the portal previews to clone an entire portal. Here, hover over the portal you wish to clone. Notice the three diets on the bottom right corner of the portal preview, and click on them.
Several options will appear. Select “clone”. The exact modal will open for you to choose a name, and a slug for your portal. Hit save, and your portal will be duplicated with all its contents. You may now access and modify this clone directly from the main page.
You can edit your section’s texts directly within the section. Simply click on the desired text, and an inline editor will appear.
You can type out the text of your choice (by default, the text containers will be filled with lorem ipsum). You can also select from a range of title and paragraph styles, from H1 to H5 and P1 to P5. This will also help your page’s architecture be clearer to search engine crawlers.
You can also bold your text, change the style to italic, or strike it through. You may change the text’s color, or add code. You can also add links to external pages or pages within the portal, or even sections within the portal. You may also choose from a selection of fonts or import your own personalized font.
A single-user interface to easily share your latest assets with stakeholders.
Managing, finding and sharing your visual assets has never been easier, with the right environment for the right task, thanks to Scaleflex Brand Portals.
The following sections of the documentation will help you easily Create & Setup, then Edit & Fine Tune, and finally Manage & Enrich your Portal:
Create: Your visuals are ready to see the world? Create a Brand Portal and share them with selected stakeholders through a fully customizable gallery.
Edit: Share approved brand assets simultaneously with partners, retailers, press, sponsors or marketplaces.
Manage: Keep everyone informed of brand guidelines and appropriate usage through notifications from the Brand Portal.
