To create a new Portal:

1) Navigate to Settings, and then select the Portals tab, followed by the New Portal button. 

2) Under the Info sub-tab you can:

  • Add a title, description, and URL for the new Portal. 
  • You may also choose an optional Expiration Date for a temporary Portal. 
  • Set permissions as to what type of files other users may download by checking the box. 
  • Customize your portal header to redirect to a different website instead of having the header direct a user back to the portal landing page
  • Control share options
  • Show what metadata to appear for assets including custom fields. You can show up to 8 metadata fields
Note: If you would like to change the URL portion of your portal, please submit a ticket and we can take care of that for you.
  • "Original" download (download assets as is)
  • Advanced Download Options (image files can be cropped and have their pixel ratios adjusted before download)
  • Preconfigured Presets (to learn more about Download Presets, please read this article)

3) Under the Content sub-tab, choose which folders from the main tenant to include in the Portal.

4) Enable or disable Auto Sync, which automatically updates content in the portal when it's changed in the Main Library (Auto Sync must be switched to 'On' for automatic updates)

5) If your use case requires Portal or Style Guide users to access Restricted Folders and Albums, Canto now has a setting that would enable the display of Restricted Folders in a Portal or a Style Guide. As always, files must be set to Status = Approved to be visible in the Portal or Style Guide.

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6) Customize your Portal views in the Custom Configuration sub-tab.  This includes the Information Page, Preview Page, and Filter Panel.

7) Under the Custom Branding sub-tab, choose the coloring, logo, login page background and text, and About Us section for the Portal

Also, there are no dimension restrictions to the size of your logo as logos will resize to fit in the space provided.

8) Under the Landing Page sub-tab to customize where you want your hyperlink to direct you after clicking. You may choose through several destinations, including a specific folder/ album or a custom page you build.

Note: When creating a custom landing page, the recommended size of the image that should be used is 1800 x 1200 pixels. If Parallax Effect is enabled and the Portal has more rows of albums, the height of the background image can be larger than 1000 pixels. 

It is also recommended to the image file size is lower than 1 MB. 

See the following link for more Custom Landing Page information - Custom Landing Page 

9) Under the User Access sub-tab, specify which users you give permission to access your portal.

Note: For customers using only SSO to log in, you can enable the SSO Consumer feature found under User Access. This feature will allow SSO consumers access to the account without you having to manually add users to the portal for access.

10) Under the Group Access sub-tab, specify which users you give permission to access your portal.

11) Click Finish to create the Portal. After processing, it will be accessible to its members.

Note: To test if any changes settings you have specifically set of your portal, as an Admin-level user you may login in as a different user level. See the following guide on how to do this: Admin Views. If you have a public portal, you may open a new window in Incognito or Private Mode to test this.