Ron Halversen, vice-president of sales and marketing at Clarity Ventures, discusses custom portal creation in DNN.

RON HALVERSEN: Hi. Ron from Clarity. Today, we're going to look at how easily you can create almost any kind of custom sales portal with dynamic content. A portal is simply a website that has a specific focus, such as a sales, patient-doctor portal, manufacturing and distributor, maybe company or employee, career or dealer portal.

Dynamic content controls what is seen by who in what role and or user. In the past, it was quite common to build unique websites for each of these portals, as there were a ton of sales or patient portal development to provide the features for each. However, with DNN's dynamic content, you may not need so many websites to achieve the same results today.

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Let's take a look at how DNN website dynamic content can work for you. First, I've got an out-of-the-box DNN 9 installation with no added extensions, themes, or anything else. The only modification I've done is to edit this HTML block to showcase that Clarity delivered over a thousand DNN websites. For all intents and purposes, this is a public-facing, one-page marketing website showcasing DNN.

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However, when I log in as myself, who I've assigned the role of contractor, the homepage changes and has a personalized welcome message for contractors, and the menu has changed and added a section of the website just for contractors.

Clicking on that page, it brings me to the Contractor Resource Center where I've added a form feed, the ability to edit my profile, a message center, so can communicate with the company I'm contracting for, and finally, an address book of all the employees I would like to communicate with. So, with just 15 minutes of work, I've built a basic contractor portal.

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So, let's log out and log back in, but this time as an employee. You can now see that the homepage is chained and is specificy targeted for employees. And the menu is changed from the contractor section to an employee portal section. And if I hover over the top navigation, there are numerous pages and areas of our employee portal. I can navigate to the HR forums, benefits, payroll pages, or just back to the Employee Enrichment Center, where I've included a number of different elements on the page to demonstrate basic functionality. So, let's log out and log in as the admin account so we can see how we built these two portals within a single website.

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Logging in as the DNN host account or admin, I'm welcomed by what appears to be the contractor welcome screen, which it first seems odd until I start scrolling down where I also see the employee welcome screen and the public facing welcome screen. So, all three sections built using the DNN and HTML module are all on the same homepage. However, all I had to do was modify the permissions of the contractor module to only be visible to the role contractors, then modify the public module to be visible to the public, but blocked to registered users, which means all logged in users. What this accomplished is that as soon as the contractor logs in, the public facing module disappears and the contractor welcome message appeared. Then I repeated this for the employee module, only assigning visibility to the employee role.

Then for the whole pages, you set the permissions at the page level instead of the module level, and the contractor page shows up for contractors and all the employee pages only show up for employees.

So, in summary, we installed an off-the-shelf DNN instance, added two additional HTML modules on the homepage, assigning visibility to the public contractors and employees to each module, customizing the login welcome experience, create a number of pages on the site, assigning page visibility to each role. Basically, giving us a single website that is a public facing marketing portal, which changes to a contractor portal when a contractor logs in, as well as our company or employee portal, when an employee logs in.

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All by simply using DNN's granular permissions on both modules and pages, thus providing dynamic content that's contextual based on your login role. So, there's custom portal development with dynamic content, which is included out of the box with every DNN installation. Thanks for watching.

 

Make Your Portal Work For You

Portals can be customized to have as many login opportunities as you need. Clarity has the experience to make your portal do whatever you want it to.

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