Fluid Client Assistance

Creating & Deleting Quick Starts (Admin)

by Fahd Saeed Updated on

Instructions

Please see the detailed steps below for ADD/EDIT/DELETE a Quick Start within MyPortal as Company Admin. 

Creating a Quick Start for Company Admins

  1. Login to MyPortal.
  2. Click on "University > Quick Start".
  3. Click on "Add" button in the top right of the Quick Start Dashboard window. 
  4. Select from an existing category or type in a category name to create a new category. 
  5. Give Quick Start a suitable Title. 
  6. Provide Brief Description. 
  7. Apply any tags if needed. Tags can help in filtering out the quick start later. 
  8. Click "Choose File" to select the Quick Start Document. 
  9. Select an Icon for the Quick Start. The icon will show up on the preview window of the Quick Start guide. 
  10. Specify Icon color.  
  11. To show the Quick Start on the Quick Start home page select the option "Is this item pinned?".
  12. Click on "Submit". 

Editing a Quick Start for Company Admins

  1. Login to MyPortal.
  2. Click on "University > Quick Start".
  3. Select any recently added Quick Start to Edit
  4. Click on "Edit" button in the top right of the Quick Start Preview window. 
  5. Update Quick Start details.
  6. Click on "Submit". 

Deleting a Quick Start for Company Admins

  1. Login to MyPortal.
  2. Click on "University >Quick Start".
  3. Select any recently added Quick Start to Delete.
  4. Click on Trash icon in the top right of the Quick Start Preview window. 
  5. Accept the Consent form. 
  6. Click "OK".
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