CollabPortals

Landing Page

Choose what end users see first when they open your portal: a navigation page of cards, the profile page, or a specific table.

Overview

The landing page is the first thing an end user sees when they open your portal. You choose it in the Design tab of a portal's settings.

There are three options:

  • Navigation is a page of cards, one for each page the user can reach. Each card shows the page name, an icon for its view type, and a short description. This is the default for new portals.
  • Profile opens straight to the logged-in user's own record. This was the original behavior, and it is what every portal created before this feature stays on.
  • A specific table opens straight to one of your portal's tables, in whatever view type that table uses.

Choosing the Landing Page

  1. 1

    Open the Design tab

    From your admin dashboard, open the portal you want to change and switch to the Design tab of its settings.

  2. 2

    Pick a landing page

    In the Landing page dropdown, choose Navigation, Profile, or one of your tables. Each option carries an icon for the page type, so a table shows its view-type icon and Profile shows a person icon.

  3. 3

    Save the portal

    Save the form. The next time an end user opens the portal, they land on the page you picked.

The Navigation Page

The navigation page is a launcher. It shows a card for every page a user can open: their profile, plus each table they have permission to view. A user never sees a card for a table they cannot access, because the cards follow the same permissions as the sidebar.

Each card uses the icon for that page's view type, so a table reads as a table, a gallery as a grid, a kanban as a board, and a calendar as a calendar. The card also shows the table's description from Airtable, if it has one, so users get a one-line explanation of what each page is for.

The portal name sits at the top of the navigation page. Below it, you can show a short description of the whole portal (see below).

Portal Description

The Description field, also in the Design tab, is an optional short line about the portal. When set, it shows as the subtitle under the portal name on the navigation page. Keep it to a sentence: what the portal is for, or who it is for.

The description only appears on the navigation page. If your landing page is the profile or a single table, the description is not shown.

Defaults and Existing Portals

  • New portals default to the Navigation page.
  • Existing portals stay on the Profile page, so nothing changes for portals you already share. Switch them to Navigation in the Design tab whenever you want.

Next Steps