---
title: "Concierge"
slug: "concierge"
tags: ["Student Success"]
updated: 2024-04-04T15:11:56Z
published: 2024-04-04T15:11:56Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Concierge

Concierge uses conventional and express portals as a front end for fast record lookups (imagine it as your front desk receptionist). Traditionally, a school might create a custom portal, or perhaps grant permissions to look up person records. With Concierge, you can create curated user experiences for fast, go-to searches.

[![Concierge Endpoint.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/19680678874139.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/19680678874139.png)

To set up a Concierge lookup:

1. Create an express portal to set up the data visualization.
2. Create a Concierge endpoint.

## Step 1: Creating an Express Portal

To create and design the portal that displays record data for your staff:

> [!NOTE]
> 1. Click **Database**on the Slate navigation bar. The **Database** page appears.
> 2. In the **Portals** section, select **Express Portals**. The **Express Portals** summary page appears.
> 3. Click **New Express Portal.**An **Edit Details** popup appears.
> 4. Configure the following settings:
>   - **Status:** Set to **Active**.
>   - **Name:** Give the portal an appropriate, descriptive name.
>   - **Key:**Enter a unique, computer-friendly key (no spaces or special characters).
>   - **Folder:** Keep express portals organized by placing them in folders. Create a new folder by selecting **Other****and entering a name.
>   - **Scope:** Select **Person**or **Application**,****depending on the results you want users to search for.
>   - **Security:** Set to **User**.
> 5. Click **Save.** The summary page for the express portal appears.[](https://knowledge.technolutions.com/hc/article_attachments/19673812259995)
> 
> [![Create new Express Portal.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/19680156222235.png)](https://knowledge.technolutions.com/hc/article_attachments/19673812259995)
> 6. Click **Edit.**An **Edit Details** popup appears.
> 7. In the **Restrict Access** area, add filters to restrict the list of person or application records available in each concierge portal.
> 8. Click **Save** to return to the summary page for the express portal.
> 9. Click **Edit Permissions**. An **Edit Permissions** popup appears.
> 10. Click **Add Grantee.**An **Edit Grantee** popup appears.
> 11. Configure the following settings:
>   - **Active**: Set to **Active**.
>   - **Type**: Select grantee type: **User**, **Role**, or **Permission**. The remainder of the settings change depending on the type you select.
>   - Complete the information for permission that should be granted access to the Concierge endpoint.
> 12. Click **Save** to return to the **Edit Permissions** popup.
> 13. Click **Close** to return to the express portal summary page.
> 14. Configure the portal to display the person or application scoped data you want Concierge users to see at a glance.

> [!WARNING]
> Required Permissions
> 
> Each Concierge grantee should have the **User Access**permission.

> [!TIP]
> **Further Reading: Building Express portals
> 
> - [Portals Best Practices](/v1/docs/portals-best-practices#h_01H9V16G6WERDBR4XAZMHX47PK)
> - [Express Portals](/v1/docs/express-portals)
> - [Liquid Markup Looping](/v1/docs/liquid-markup-looping)

## Step 2: Creating a Concierge Endpoint

> [!NOTE]
> 1. Click **Database**on the Slate navigation bar. The **Database** page appears.
> 2. In the **Portals** section select **Concierge**. The **Concierge** summary page appears.
> 3. Click **New Concierge**. An **Add Concierge** popup appears.
> 4. Configure the following settings:
>   - **Status:** Set to **Active**.
>   - **Name:** Enter a descriptive name for the Concierge endpoint.
>   - **Portal:** Select the portal which will be used to display your data.
> 5. Click **Save**. to return to the **Concierge** summary page with an updated list of Concierge items.
> 6. Click the Concierge endpoint you just created. And **Edit Concierge** popup appears.
> 7. Click **Preview.**
> 8. Enter the name of a record to display.
> 9. Change the Status to **Active** when the Concierge endpoint is ready to display.
> 
> [![Preview Concierge endpoint.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/19680148293659.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/19680148293659.png)

If you wish to share this Concierge with others, copy and send the URL to the appropriate staff members.

> [!TIP]
> Tip
> 
> Use Concierge to provide quick and easy access to common actions like uploading documents, submitting forms, and setting interactions.