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 Overview of 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 from the Options button Options located 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.
Editing the Announcement Section of Portal

This section describes how to configure Portal from 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 Portal

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

Customizing with Kintone Portal Designer

Kintone Portal Designer is a tool (Chrome extension) that enables you to flexibly design Kintone Portal. It provides a variety of templates and icons, and you can design your Portal just by making tweaks to the template. With basic knowledge of HTML and CSS, you can create a Portal design that suits your taste and needs.

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 HTML and CSS alone.

Customizing with APIs

Another method to customize Portal is to create a JavaScript program using APIs provided by Kintone and then apply it to Kintone. An example of customization you can perform with this method is adding buttons on Portal.

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