Hello everyone,
SUIVI portals allow you to create a structured, secure, and user-adapted space by bringing together board views, content pages, and key information in one place.
The objective is simple: to give each person the right information, in the right place, with the right level of access.
A portal can, for example, be used to:
- create a management space for a project or program,
- share a synthetic view with a client, a committee, or a business team,
- centralize content, indicators, and operational views,
- organize access to information according to business roles,
- build a single entry point to consult, comment on, or update certain data.
The documentation explains, among other things, how to:
- create a portal,
- add sections and pages,
- integrate shared board views,
- define business roles,
- manage permissions by page or by section,
- invite users,
- publish and share the portal.
You can consult the complete documentation here:
https://doc.suivi.work/fr/articles/1768264585-concevoir-un-portail-suivi
Feel free to test the portals on your use cases and share your feedback, questions, or best practices within the community. It’s a very useful feature whenever you want to make information more readable, more accessible, and better adapted to each user profile.