Using the Portal

The top page of Kintone is referred to as the portal.
The portal provides an entry point to Kintone. You can move to a specific app/space you want to use or view the notifications you received. You can also post the information you want to share with other members in the Announcement, so that you can use it as a dashboard.

Portal


Option Description
1 (Quick Access Menu/Portal/Notifications/Bookmarks)
  • Quick Access Menu
  • Opens the Quick Access Menu for navigating to each feature (Apps/Spaces/People) on Kintone.
  • Portal
  • Displays the portal.
  • Notifications
  • Displays the notification list.
  • Bookmarks
  • Enables you to bookmark the Kintone pages you need and open the bookmarks you added.
2 (School-cap icon) Click the school-cap icon to display the beginner's guide. The beginner’s guide window shows a collection of menus that you can use when you start using Kintone or you have some problems.
The school-cap icon is displayed only when you are still in the trial period and you set your display language to Japanese. If you do not have permission to create apps, the school-cap icon is not displayed even during the trial period.

The menus in the beginner's guide window varies depending on the permissions each user has.
  • Menus only available to Kintone Users & System Administrators
    • Tutorial
    • Invite Team Members
    • Add Apps from Kintone Marketplace
    • Create App From Excel
    • Kintone Blog
    • Kintone Hive
    • Contact Support
    • Help
  • Menus available to all users
    • Tutorial
    • Add Apps from Kintone Marketplace
    • Create App From Excel
    • Kintone Blog
    • Kintone Hive
    • Help
3 (Settings button) Configures your personal settings and operates and configures Kintone in various ways.
Users with the system administrative permission can use this button to move to Kintone Administration. In Kintone Administration, you can configure various settings to manage and maintain Kintone, such as permission settings and customization.
Kintone Users & System Administrators can use this button to move to Kintone Users & System Administration. In Kintone Users & System Administration, you can add users and departments or configure security settings.
For more details, refer to the following page.
Opening Kintone Administration and What You Can Do With It
Configuring Permissions in Kintone Users & System Administration
4 (Help button) Displays tours and help.
If you are a Kintone Users & System Administrator, you can contact Cybozu by selecting "Contact Us" from this button.
5 (People) Displays your own people page.
People
6 (Account Settings/Logout) Configures your account settings or logs out of Kintone.
7 (Search) Searches for data in Kintone.
Search for Data
8 (Options menu) Creates apps and spaces.
Users with system administrative permission and Kintone Users & System Administrators can configure the Portal from this menu.
9 (Announcements) This area is called Announcement. You can use it as a dashboard to post information to share with other members, or create graphs and links. The contents of announcements are shown on the top page of every Kintone user.
Only users with the system administrative permission and Kintone Users & System Administrators can edit the Announcement.
10 (Assigned to Me) Displays the user's tasks (that is, records where the assignee is set to the user in apps with Process Management). Displayed information depends on the user. Nothing is displayed when the user has no tasks assigned.
11 (Notifications) Displays update notifications from apps, spaces, and People. Displayed information depends on the user.
Notification settings
12 (Spaces) A list of spaces is displayed.
You can select the list you want to show from the following. Notes:
  • You cannot reorder spaces in the lists other than "Favorite Spaces".
  • If you are a guest, only "Favorite Spaces" and "Joined Spaces" are displayed.
  • If the space feature is disabled, the Spaces widget does not appear on the Portal.
13 (Apps) A list of apps is displayed.
You can select the list you want to show from the following.
  • Favorite Apps
    Shows a list of apps added to Favorites. You can also change the display order.
    Adding Apps to Favorites/Removing Apps from Favorites
    Reordering Favorite Apps
  • Recently opened apps
    This list shows up to 50 apps and the most recently opened one is placed at the top of the list. An app will be added to "Recently Opened Apps" when you performed one of the following actions.
    - Opened the View, Record Details or a screen to edit/add/duplicate records.
    - Opened the App Settings page
  • Created Apps
    This list shows the created apps and the most recently created one is placed at the top of the list. The list is not available for guests.
  • All apps
    This list shows the created apps and the most recently created one is placed at the top of the list. If apps belong to the spaces that you have not joined, you cannot view the apps even when you select "All Apps".
Notes:
  • You cannot reorder apps in the lists other than "Favorite Apps".
  • If apps are under development and have not been activated yet, they are not displayed in the list.