---
title: "Concierge"
slug: "concierge"
tags: ["Student Success"]
updated: 2026-08-21T18:19:40Z
published: 2026-08-21T18:19:40Z
canonical: "knowledge.technolutions.net/concierge"
---

> ## 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

Use **Concierge** to give staff quick access to information on a record and common actions like submitting a form or setting an interaction. A Concierge portal works like a front desk. A staff member searches for a person or application record, and the portal shows only the details and actions you chose to expose.

[![A preview of a Concierge portal showing information about a student and buttons to add interactions.](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/19680678874139.png?sv=2026-02-06&spr=https&st=2026-10-12T13%3A07%3A47Z&se=2026-10-12T14%3A07%3A47Z&sr=c&sp=r&sig=72vvlBjknsc%2BR5ffk3Add9d4BwkQrnHMz8xmo1Ug%2FKE%3D)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/19680678874139.png?sv=2026-02-06&spr=https&st=2026-10-12T13%3A07%3A47Z&se=2026-10-12T14%3A07%3A47Z&sr=c&sp=r&sig=72vvlBjknsc%2BR5ffk3Add9d4BwkQrnHMz8xmo1Ug%2FKE%3D)

> [!NOTE]
> 🔑 Required Permissions
> 
> Accessing the Concierge module requires the **Database** permission. Each Concierge grantee needs the **User Access** permission for the Concierge portal and the **Person Lookup** permission.

> [!WARNING]
> 📝 Note
> 
> Concierge requires the universal **Person Lookup** permission. A user who instead has **Person Lookup (by Population)** can't search records in Concierge, even for records inside their populations. The portal opens and accepts input, but the search never returns results: the suggestion list shows **Searching...** indefinitely.

To set up a Concierge:

1. Create an Express Portal to display the record data.
2. Create a Concierge portal that points to it.

## Step 1: Create an Express Portal

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

1. Go to **Database → Portals**
2. Select **Express Portals** from the sidebar navigation.
3. Select **New Express Portal**.
4. Configure the following settings:
  - **Status:** Set to **Active**.
  - **Name:** Enter a descriptive name.
  - **Key:** Enter a unique key with no spaces or special characters.
  - **Folder:** Select a folder to keep your Express Portals organized. To create a folder, select **Other** and enter a name.
  - **Scope:** Select **Person,** **Application**, or **Dataset** depending on the records you want users to search for.
  - **Security:** Set to **User**. Here, **User** means someone signed in to your Slate database, not a person who has a record in it.
5. Select **Save**.

![The 'Edit Details' pop-up window shown when creating a new Express Portal.](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-RPDPFVOO.png?sv=2026-02-06&spr=https&st=2026-10-12T13%3A07%3A47Z&se=2026-10-12T14%3A07%3A47Z&sr=c&sp=r&sig=72vvlBjknsc%2BR5ffk3Add9d4BwkQrnHMz8xmo1Ug%2FKE%3D)
6. On the Express Portal summary page, select **Edit**.
7. Under **Restrict Access**, add filters to limit which person or application records staff can find through Concierge. Skip this step if no restrictions are needed.
8. Select **Save** to return to the summary page for the Express Portal.
9. Select **Edit Permissions**.
10. Select **Add Grantee**.
11. Configure the following settings:
  - **Active**: Set to **Active**.
  - **Type**: Select the grantee type: **User**, **Role**, or **Permission**. Then select the grantee itself, such as the user *Alexander Hamilton* or the role *Visit Coordinator*. The **Permission** type matches a [custom permission](/v1/docs/custom-permissions) created in your database, not a permission delivered with Slate.
  - **Permissions**: Select the access to grant. For a portal, the options are **Edit Portal** and **User Access**. Concierge grantees need **User Access**; **Edit Portal** also grants write access to the portal itself.
12. Select **Save** to return to the **Edit Permissions** popup. Repeat the previous two steps for each additional grantee.
13. Select **Close** to return to the Express Portal summary page.
14. Configure the portal's views to display the person- or application-scoped data you want Concierge users to see at a glance. A new portal already has a **Home (Default)** view. To edit it, double-click it in the **Views** section, or select the pencil icon that appears when you point at it. To add another view, select **View** from the palette.

Views are also where you add the actions staff can take on a record. Add widgets to a view from the view palette. The **Form** widget embeds a Slate form, which is the usual way to submit a form or set an interaction from a portal.

**📖 Further reading:**

- [Express Portals](/v1/docs/express-portals): views and the view palette
- [Liquid Markup Looping](/v1/docs/liquid-markup-looping): displaying repeating record data, such as a list of interactions
- [Building a Portal with Slate AI](/v1/docs/building-a-portal-with-slate-ai)

## Step 2: Create a Concierge portal

To create the Concierge portal that staff search from:

1. Select **Database → Portals**.
2. Select **Concierge** from the sidebar navigation.
3. Select **New Concierge**.
4. Configure the following settings:
  - **Status:** Set to **Active**.
  - **Name:** Enter a descriptive name for the Concierge portal.
  - **Portal:** Select the Express Portal that displays your data. The list also includes conventional portals, so check that you're selecting the Express Portal you created in Step 1.
5. Select **Save** to return to the **Concierge** summary page.
6. Select the Concierge portal you just created.
7. In the **Edit Concierge** popup, select **Preview**.
8. Enter the name of a record. The preview shows what a Concierge user sees when they search for that record.

![An image showing that using the "Preview" link from the Edit Concierge pop-up opens the Concierge portal.](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-5QDOYTE0.png?sv=2026-02-06&spr=https&st=2026-10-12T13%3A07%3A47Z&se=2026-10-12T14%3A07%3A47Z&sr=c&sp=r&sig=72vvlBjknsc%2BR5ffk3Add9d4BwkQrnHMz8xmo1Ug%2FKE%3D)

## Share the Concierge portal

The **Concierge** summary page doesn't list a link to the live portal. To get its URL, select the Concierge portal, select **Preview**, and copy the address from your browser. Send that URL to the staff members who need it. They must sign in to Slate before the portal will open.

The Express Portal has its own URL, listed on its summary page. That address opens the portal without the Concierge search, so don't share it for Concierge access. Ask staff to bookmark the Concierge preview URL, or add it to your Slate homepage.

## 💼 Try a Slate example

Use [Suitcase](/docs/suitcase-import) to import an example **Concierge portal**:

```SuitcaseID
fa535979-0846-47e0-9a5f-0e9e4128250d:slate-success-showcase
```