How to roll out new portal features and UI designs
New Portal Features Page
We have improved the experience of rolling out a new feature or UI designs for your customers by introducing the Feature Preview workflow.
- Test the feature in select companies.
- Review the updates in portal.
- Release the feature.
To view the current new features, go to your admin console, select Feature Preview in the Portal group in the navigation menu.
Test a Feature
You can select some companies to test a new feature before releasing to all companies.
- Click on the drop down list under the feature description.
- Click Add companies...
- Search and select the companies to test the feature.
- The selected companies will show up in the drop down list.
- View the changes in portal as a contact in one of the select companies. You can use Contact Impersonation to do this.
For this example only, notice the new custom menu shows up in the portal.
Release a Feature
When a feature is released, it is available for all of your customers.
Feature are released in two ways.
In the Feature Preview page, some features might have a planned release date. After the release date, this feature will be available for all portal users.
If you would like to release a feature to all companies, select the All Companies option in the drop down under the feature description.