Configuring/Customizing Portal
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
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
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
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
on the upper right side of the Portal.
Steps
- Click the Options button
at the upper right of the screen and select Portal Settings.
- Fill in the fields as needed.
- 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:
Design example 2:
You can install Kintone Portal Designer from the following link.
- Chrome web store (English)
- Chrome web store (Japanese)
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.