Configuring/Customizing Portal

Article Number:04069

The top page of Kintone is referred to as Portal. Portal plays a role of the gate to Kintone and is usually the most visited page.
By default, Portal displays the following information:
1: Announcement
2: Notifications
3: Assigned to Me
4: Spaces
5: Apps
Image of Portal

For details on the information displayed on Portal, refer to Using Portal.

Changing Portal Settings

Kintone Administrators and Kintone Users & System Administrators can change the following settings.

  • Change the display name of the Portal. ("Portal" displayed on the Kintone screen)
  • Change the cover photo of the Portal.
  • Show or hide Announcement, Apps, and other sections as needed.
  • Edit the content to be displayed in Announcement.

You can configure the Portal name, its cover photo, and the content to be displayed on the Portal by selecting the Options button Options on the upper right side of the Portal screen.
If you want to edit the content of the Announcement section, click the edit button Edit button on the upper right side of the Announcement section.
Usage of Announcement

This section describes how to configure Portal by using the Options button Options on the upper right side of the Portal.

Steps

  1. Click the Options button Options at the upper right of the screen and select Portal Settings.
    Image of login screen
  2. Fill in the fields as needed.
    Image of login screen
  3. Click Save.

Customizing the Portal

You can customize the Portal using Kintone Portal Designer (Chrome extension) and APIs.
The following sections explain the important points of each customization method.

Customizing with Kintone Portal Designer

Kintone Portal Designer is a tool (Chrome extension) that enables you to design a Kintone portal as you want using HTML and CSS. It contains a variety of templates and icons, and enables you to design your portal just by making a few changes to the template. You can design the portal suited to your preferences and needs just with basic knowledge of HTML and CSS.

Design Example 1:
Portal design example 1

Design Example 2:
Portal design example 2

You can install Kintone Portal Designer from the following link.

You can also use JavaScript to add more intricate functions that cannot be created with only HTML and CSS.

Customizing with APIs

Another method to customize a portal is to create a JavaScript program with APIs provided in Kintone, and then apply it to Kintone. As an example of customization, you can add a button on the portal.

For details on how to apply JavaScript files to Kintone, refer to Customization Using JavaScript and CSS.