Customize Default Portal Settings

The default portal acts as a template for new portals created in your umbrella. Customize different aspects of the default portal to ensure new organizations have a portal structure that best accommodates their needs. To make changes to the default portal, hover over the Admin dropdown, choose your umbrella, select Organizations along the white menu, then select Portal Defaults from the left-hand menu. This page provides a quick breakdown of the items you can customize in the default portal. Select the button labeled Start Editing Default Portal to jump into the portal and start making changes.

Changes made within this portal will copy over to new portals but do not affect existing portals. The following list details what changes can be replicated.

  • Groups
  • Permissions
  • Join Settings
  • Forms
  • Form & Event Categories
  • Website

No final save button is required when editing the template portal.

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