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Portal Announcements Overview

Portal announcements, Portal feed

Updated this week

Edition: Professional, Business, Enterprise

User-level: All users


What are portal announcements?

Portal announcements allow you to share important updates with all project contacts who have portal access. They’re a great way to keep the project team and clients informed about project developments.

When an announcement is posted, external users (portal contacts) will not be able to see the names of other external users.


How to view all portal announcements?

  1. Organisation menu > My portals

  2. Open the relevant project portal

  3. Select Announcements on the left hand side of the portal


How to post a portal announcement

  1. Organisation menu > My portals

  2. Open the relevant project portal

  3. Select 'Post an announcement' at the top of the portal page

  4. Enter the chat information

    1. Subject: Type the subject of the announcement. This is a short summary of the chat contents

    2. Message: Enter the text that you want the portal contacts to view.

    3. Attachment: Use the attachments icon to attach documents to this chat.

  5. Select Post in the bottom right.


How to search for an announcement

  1. Organisation menu > Portals > open the relevant project portal

  2. Select Announcements on the left hand side of the project portal page

  3. Under the 'announcements' search for key words and press enter to search


How to reply to a portal announcement

  1. Organisation menu > Portals > open the relevant project portal

  2. Select Announcements on the left hand side of the project portal page

  3. Enter your response in the 'write a reply' text box and then select Reply

  4. You can use the 'Attachment' button to attach documents to your portal response


Unfollow a portal announcement

  1. Organisation menu > My Portals > open the relevant project portal

  2. Select Announcements on the left-hand side of the project portal page

  3. Locate the announcement you want to unfollow > select the '...' in the top right hand corner > Unfollow


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