Flexible Profile-Based Customization in Custom ZPortals Dashboards
One of the unique aspects of ZPortals dashboards is their customization by user profile. Profiles can be dynamically assigned based on synced CRM data or managed manually by ZPortal admins. This feature means that users can log in to find a dashboard reflecting their role, preferences, or access level without additional setup. Admins can create or clone dashboards, streamlining setup for multiple profiles with similar requirements.
Comprehensive Dashboard Elements for User-Friendly Layouts
ZPortals dashboards allow admins to use a selection of versatile elements tailored for various types of content. Below are some of the most impactful elements and their benefits:
Banner element: Visual Impact with Customizable Display
Banners are ideal for creating visual appeal on the dashboard. They can display either a header image or a carousel of images. This customizable layout option (full width, three quarters, etc.) is not only useful for promoting brand identity but also serves as a space-saving way to display multiple images in a slideshow. Banners can also link to specific content, enabling admins to guide users to essential resources or updates. These visually engaging elements are effective for drawing attention and helping users quickly grasp essential information.
Text Block element: Versatile, Code-Friendly Content Space
The Text Block element offers a rich text editor that supports full HTML, making it an incredibly flexible tool for admins. With HTML capabilities, admins can add customized text, colors, tables, and more, allowing for a highly personalized user experience.
Another benefit is the ability to insert Merge Tags, pulling personalized data from CRM records—like the user’s name or account information—into the text. This level of customization gives admins a powerful tool to tailor content specifically for each user, enhancing engagement and relevance.
Video Link element: Quick Access to Educational Content
Embedding video content directly on the custom ZPortals dashboards is a convenient way to keep users informed without leaving the platform. Whether used for instructional content, promotional videos, or updates, the Video Link element allows admins to embed YouTube and Vimeo links in various layout options
Adding videos can reduce text overload, making complex information more digestible and visually engaging.
iFrame element: Embedded External Content for Enhanced Interactivity
The iFrame element is exceptionally useful for embedding external resources, whether publicly available websites or specific CRM records. This feature allows users to view web pages, login screens, or CRM fields without leaving ZPortals, streamlining workflow and minimizing distractions.
However, embedding iframes does have limitations; for instance, it doesn’t support auto-login for secure sites requiring authentication, which may necessitate additional login steps. Despite these limitations, the iframe’s ability to keep users within the ZPortals environment is a significant advantage for a seamless user experience.
Quick Link element: Fast Navigation to Important Resources
Quick Links offer a practical solution for users who need quick access to frequently visited resources. By setting up links relevant to the user’s CRM account or contact record, admins can ensure that essential resources are only a click away. This is particularly valuable for navigating complex data sets or directing users to frequently accessed documentation, saving time and reducing the need for extensive searches.
Account Manager element: Connecting Users to Their CRM Contacts
Displaying the Account Manager’s information can be valuable, especially in client-facing dashboards. This feature ensures that users have instant access to their contact person’s details, including phone, email, and address. This feature fosters connectivity and can streamline communication, helping users feel supported and engaged with a readily accessible point of contact.
Streamlined and Intuitive Design for Optimized Usability
In addition to these elements, ZPortals allows admins to manage and organize dashboard layouts through drag-and-drop functionality, making it easy to arrange and modify elements based on the evolving needs of each profile. The different display ratios for elements like Banners, Text Blocks, and Video Links ensure that admins can prioritize content intuitively, creating a streamlined and user-friendly dashboard.
By utilizing these dashboard customization options, ZPortals provides a flexible, professional, and user-centered platform. Each element brings a unique advantage, supporting efficient navigation and engagement while maintaining ZPortals’ sleek and cohesive interface. Whether guiding users through embedded content or providing quick access to support contacts, ZPortals’ custom dashboards adapt to diverse user needs, making every interaction a seamless experience.
