The Portal Editor screen is used to customize the Portal page display, or dashboard, for different profiles. The dashboard is built using blocks that can contain programs (such as Alerts, Find a Student, Upcoming Events), charts, and custom HTML. A profile can have multiple dashboards assigned to it. A user with multiple dashboards can select the dashboard they want to view from the pull-down at the top-left of the Portal screen.
If a profile does not have a dashboard assigned, a default, hard-coded admin, teacher, parent, or student dashboard is displayed.
Administrators and teachers with the profile permission "Allow user to customize their portal layout" for the Portal screen in Users > Profiles have the ability to customize the layout of their own Portal screen. See Portal > Customizing Your Own Portal Layout for more information.
1. In the Setup menu, click Portal Editor.
In the Dashboard pull-down, New Dashboard is selected by default.
2. Enter a Dashboard Name.
3. Select one or multiple Profiles that will be assigned this dashboard.
4. To make this dashboard the default for the selected profile(s) (the dashboard will display first when the user logs in, if the user's profile has multiple dashboards assigned), select Default Dashboard.
5. The Priority field is displayed when the Default Dashboard check box is selected. Enter a priority.
For users with multiple profiles, the dashboard marked with the highest priority will be the dashboard that displays by default when the user first logs in.
When a user has multiple dashboards assigned to their profile, the dashboard set as the default will display first when logged in. If a user has multiple profiles, the priority set on the dashboards will determine which is displayed by default. The additional dashboards are available in a pull-down for selection.
A profile can only have one default dashboard assigned. An error message will display if you save a dashboard marked as Default for a profile and another default dashboard exists for that profile.
6. Customize the dashboard by adding/removing rows and columns to the layout, and adding programs, charts, and HTML to the layout. See the procedures below for more information.
7. Click Save.
8. Click the X to close the confirmation pop-up window.
1. In the Setup menu, click Portal Editor.
In the Dashboard pull-down, select the dashboard to edit.
2. Edit the assigned Profiles if needed, and add, edit, or delete program, chart, and HTML blocks as as desired. See the procedures below for more information.
3. Click Save.
4. Click the X to close the confirmation pop-up window.
A dashboard can have no more than 6 rows and 6 columns.
2. Click the + and - buttons to add or remove rows and columns from the dashboard layout.
3. Click Save to save your changes.
4. Click the X to close the confirmation pop-up window.
2. In the Blocks list on the left side of the screen, click and drag the program to the desired area of the layout.
Alternatively, you can click program block and then click the desired area in the layout.
When the District Analytics program block is added to the layout, select the specific dashboard from District Analytics to display.
3. Click Save to save your changes.
4. Click the X to close the confirmation pop-up window.
Alerts
The Alerts program displays automated notifications that are profile-specific, such as the number of teachers who have not taken attendance, pending change requests, or discipline referrals that have not been processed. Clicking the alert hyperlink will open the relevant screen in Focus.
Applications
The Applications program displays icon links for applications that have a "Login URL" set in the Applications tab of Single Sign-On screen. Clicking an icon will open its login URL in a new browser. If the application is configured correctly, the user will be logged into the application using Focus as the identity provider.
Birthday List
The Birthday List program displays students and users who have birthdays during the current week.
District Reports
The District Reports program displays links to district reports that were set up to be Portal alerts and are available to the user's profile.
District Analytics
The District Analytics program displays custom dashboards as created by the district, allowing for real-time analysis of student, academic, attendance, discipline, and other district data. See District Analytics for more information.
Featured Programs
Featured Programs displays the Favorites/Recent Programs block on the Portal. Under the Favorites heading are links to screens that the user has marked as a favorite. Under the Recent Programs heading are links to recently visited screens.
Find a Student
The Find a Student/User program allows users to search for students or users directly from the Portal.
Focus University Courses
The Focus University Courses program displays a search bar to search for help documents, as well as links to video tutorials, help and training documents, and weekly webinars.
Messages
The Messages program displays Portal messages sent by the district or school for the user's profile.
School Folder (Florida)
The School Folder program displays reports made available to the school by the district, such as FTE Summary Reports and validation/exception reports.
Upcoming Events
The Upcoming Events program displays the next 7 events on the calendar. The event displays until it has passed. Click the View Calendar link to open the calendar.
New charts cannot be created; only existing charts can be added to a dashboard layout.
2. In the Charts list on the left side of the screen, click and drag the chart to the desired area of the layout.
Alternatively, you can click chart block and then click the desired area in the layout.
3. Click Save to save your changes.
4. Click the X to close the confirmation pop-up window.
2. Add the chart block to the desired area of the dashboard layout.
3. Click the Edit icon on the chart block in the dashboard layout.
4. On the right side of the screen in the Chart Settings, make your desired edits and click Save Chart.
Click Remove from Layout at the bottom of the Chart Settings to remove the chart from the dashboard layout.
2. In the HTML list on the left side of the screen, click New.
3. On the right side of the screen in the HTML Settings, enter a Title for the block.
4. Select Don't Show Title if you do not want the title to display on the block on the dashboard.
5. Use the text editor to customize the content of the HTML block.
6. Click Save HTML when finished.
7. Click the X to close the confirmation pop-up window.
The new HTML block is added the dashboard layout. The new HTML block will be available in the list of HTML blocks on the left side of the screen for other dashboards.
8. Click Save to save your changes.
9. Click the X to close the confirmation pop-up window.
2. In the HTML list on the left side of the screen, click and drag the HTML block to the desired area of the layout.
Alternatively, you can click HTML block and then click the desired area in the layout.
3. Click Save to save your changes.
4. Click the X to close the confirmation pop-up window.
2. Add the HTML block to the desired area of the dashboard layout.
3. Click the Edit icon on the HTML block in the dashboard layout.
4. On the right side of the screen in the HTML Settings, make your desired edits and click Save HTML.
Click Remove from Layout at the bottom of the HTML Settings to remove the chart from the dashboard layout.
2. To move a block in the layout, click and drag the block to the desired area.
3. To delete a block from the layout, click the red Delete icon.
To delete a Chart or HTML block from the Chart or HTML list on the left side of the screen, click the red Delete icon. In the confirmation message, click OK.
4. Click Save to save your changes.
5. Click the X to close the confirmation pop-up window.
2. Hover over the block in the dashboard layout.
3. Click an drag one of the corners to adjust the block left, right, up, or down.
4. Click Save to save your changes.
5. Click the X to close the confirmation pop-up window.
1. In the Setup menu, click Portal Editor.
In the Dashboard pull-down, select the dashboard to preview.
2. Click Preview.
An interactive preview of the dashboard is displayed.
3. Click Exit Preview when finished.
1. In the Setup menu, click Portal Editor.
In the Dashboard pull-down, select the dashboard to delete.
2. Click Delete.
3. In the confirmation pop-up window, click OK.
