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What is a Portal

A Portal is a place to share best practices, content, and tribal knowledge with your team. An enterprise can have multiple portals; each portal with its own permission set.

For example, you may have a Portal for Global Sales and a portal for Inside Sales, each with its own set of content.

Anything put into a Portal is searchable to various groups, users, and teams across the various Portal applications like the Chrome or Salesforce extensions.

How to Create a Portal

To get started with your first portals, go to the Portals Admin in the Admin console and click Add Portal:

From there, make sure you set the right permissions depending on who you want to access the content:

Note: If a Portal is set to Private, it will not be available through the Portal Page object found in a Guide. Learn more about the Portal Page object and other Guide features here! 

Once these settings are set, you are ready to start adding content to your Portal! To do so, navigate to the end user view to start adding content. To add content, please click the "New" button on the top right of the screen. 

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