In CUBE, the Portal contains all the projects and spaces and the user’s data who are working on the project.

To make the portal user-friendly and case-specific, there are multiple settings that the admin and the user can change as per the requirement.

To go to the settings -

Portal>Settings

Once you go to the Portal Settings, there are multiple options available -

• General - Portal Information

All the information related to the portal is available here, such as Portal Logo, Name, and description.

Users with the required permission can edit the portal information by clicking on the edit button present at the top of the screen.

You will not be able to edit ‘Created On’ and ‘Domain’.

• User Administration - This contains information on all the users in the portal and their specific roles in the projects.

Portal Users - Here you can see the list of all the users present in the portal. You can even add users to your portal from the ‘Add’ Button available.

How to add a user to a project?

To add a user to a project, click on the name of the user, select the project from the list, and add the user will be added to the project.

Portal Roles - Portal Roles are the roles that we assign to a user while adding them to the portal and project. The admin can add portal roles in the portal as per the requirement.

How to create Portal Roles?

To add a new role, click on the add button present at the top of the screen. Provide a name and description of the profile.