Get started building your team's secure, cloud-based new way to share documents, information, and collect form submissions!
This guide is designed to help existing Streamline users to take their Portal site from the initial seed to a complete Intranet site ready for your board members, staff, and volunteers to access.
If you've never completed the Getting Started training for Streamline Web, email us at firstname.lastname@example.org and we'll coordinate with you!
1. See what's new in Portal
Watch this short video to see what's new in your Portal site!
Looking for more training? Join us every Thursday for Getting Started w/ Portal, where we'll cover how to best organize your Portal, add quicklinks, create forms, and more:
- Every Thursday @ 1:00 pm
Sign up here >
2. Begin adding content
After watching the video above, and based on your existing Streamline knowledge, you should be ready to tackle the following common Portal tasks:
- Upload files and display them on a page
- Add links to email and other 3rd party resources
- Customize your home page
- Create an event calendar
- Organize your menu
You can continue adding content after you invite users, so once you have enough content to be helpful for your team, it's time to invite some users!
3. Invite users
Unlike your public Streamline Web site, your Portal site is ready to go "live" to your district whenever you feel it's ready! There are no compliance checklists to worry about -- once the site has content that's helpful, you're ready to begin inviting staff and other users.
As you add users, Portal will send them an automated email with a link to login and set up their own password, which means your work is done!
4. Schedule a Portal Review call
After inviting your users, we'll put 30 minutes on the calendar to review your Portal and discuss strategies to make sure we maximize your district's experience with the platform.