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Portal Settings
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Portal Settings
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Portal Security Scopes & Access Filters
Slate Portals have several options for authentication, depending on the intended End-User audience for the portal. Security Scopes determine what type of records can log in to any given portal. Additional restrictions can be placed on portals vi...
Updated : 12 Sep 2024
Dataset Portal Login and Password Reset
You can add custom instructions to the login and password reset pages of dataset portals. Adding login instructions To add custom login instructions to a portal, go to Database → Portals . Select a portal, or create a new one , then selec...
Updated : 19 Feb 2025
Allow Anonymous Access to Person or Dataset Portals
Portals that use the Anonymous/Guest setting can be useful for displaying information to the general public as well as including links to forms and/or event registrations. However, there may be cases where users want the option to use the same por...
Updated : 12 Sep 2024
Portal Branding
Your database uses a branding template to define how it renders externally-facing pages. Portals default to this template, so, by default, they’ll have the same institutional branding as all of your other Slate-hosted pages. If you want to mak...
Updated : 21 Feb 2025
Portal Access and Editing Permissions
To restrict access and edit permissions to a portal or Express Portal to only specific users, to user with a given permission, or to users with a given role: Select Database . Select Portals. Select a portal, or create a new one . ...
Updated : 03 Mar 2025
Portal Identity Filter
When creating a new query within a portal, a "Portal Identity" filter is automatically added. This filter is intended to limit the query results based on the record currently logged into the portal. This default filter is written in SQL , which is ...
Updated : 12 Sep 2024