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Use the Portal Builder screen to build your portal, the signed-in experience for your reps, and to choose which of your portal apps is live. The portal is separate from your mobile app: the Mobile App screens set up the app’s tabs, while the portal opens in a web browser and has its own desktop and mobile layouts.

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Where to find it

In the admin sidebar, select Portal.
To open this screen and the builder, your role needs View only or Full access for Mobile Pages. On the Roles screen, Mobile Pages is in the Content & Website card. Open the card and set access from the Mobile Pages area’s menu, not the card’s.

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What’s on the screen

Each portal you build is an app. You can keep several, but only one is live at a time, marked Current App. The card at the top shows where your portal stands:
  • You haven’t built a portal yet: you have no apps. The header button is Create Your App.
  • Nothing published yet: you have apps, but none is live.
  • Otherwise, desktop and mobile previews of your live app, with its Last published date and Customize, which opens it in the builder.
Once you have an app, the header button is View Your App, which opens your portal in a new tab. The Apps Library lists your apps, 15 at a time (click Load More for the rest). Each row has an actions menu with Update Name and Delete, Customize, and, except on the current app, Publish. If another app is live, the Publish this app? dialog warns that this app will replace it. Click Publish. To rename an app, choose Update Name, change the App Name and click Save. To delete one, choose Delete and confirm in the Delete App dialog. You can’t undo a delete, and you can’t delete the current app: publish a different app first.

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Create an app

1

Create it

Click Create Your App, or Create New App in the Apps Library. Fluid names the app after you, with the date and time, such as Jane Doe's New App 14/10/26 09:30.
2

Review the starter setup

The app opens in the builder with a Home screen, a navigation with We Commerce and Marketing Assets sections, a Company Theme made from your brand colors, and a Default Profile for admins and reps.
The app isn’t live until you publish it.

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The builder

  • Header: a menu button with Return to Dashboard, which goes back to the Portal Builder screen; sidebar toggles; the app’s name and save status (Unsaved Changes, Last Saved At and a time, or No Changes Yet); Undo and Redo (⌘Z or Ctrl+Z, ⌘⇧Z or Ctrl+Shift+Z); History; App Settings; Preview; and Publish.
  • Profile column: a button with each profile’s initials. The default profile has a green dot. The + button (Create new profile) adds one.
  • EXPERIENCES: Desktop and Mobile switch the canvas between a desktop and a phone frame. Each has its own navigation. Access opens the selected profile’s menu.
  • Screens and Widgets tabs.
  • Canvas: the selected screen, with zoom buttons, a fit-to-screen button and Hide Preview Navigation (Show Preview Navigation once hidden). Click a widget to select it.
  • Right panel: the selected widget’s settings, App Settings or History.
Preview shows the app full screen without editing tools. Exit Preview takes you back. How changes save:
  • Screen and widget edits save about a second after you stop. While you type in a text field, they save when you leave the field.
  • Navigation changes save as you make them. Profile changes save when you click Create Profile or Save Changes.
  • Theme and app name changes save only when you click Save Changes.
  • Nothing goes live in your portal until you publish.

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Screens and navigation

The Screens tab has a search box and three sections:
  • Navigation: the tabs and section headers in the selected profile’s menu for this experience.
  • System Screens: built-in screens not in the navigation yet. In the builder they show a System Screen placeholder.
  • Available Screens: your screens that aren’t in the navigation.
Click an item to show it on the canvas.

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Add a screen

1

Create the screen

Under Available Screens, click Create New Screen. Fluid adds an empty screen named New Screen with a number.
2

Add it to the navigation

Drag the screen into Navigation, where you want it.
3

Add widgets

See Add a widget.
Create from Template, in the + menu next to Navigation, creates a screen from a template and puts it straight into the navigation.

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Change the navigation

  • Reorder: drag items within Navigation. Drop an item onto another to nest it there. Section headers can’t be nested, and built-in items can’t hold other items. If the target is a tab, it becomes a section header and its screen moves into the section as the first item.
  • Remove: hover over an item, open its ⋮ menu and choose Remove Navigation, then confirm in the Delete Navigation Item dialog. You can also drag an item back to System Screens or Available Screens. The screen itself isn’t deleted, and core items can’t be removed. Removing a section header also removes the items inside it, so move out any you want to keep first.
  • Add a tab: click + next to Navigation, choose Add Screen, then pick a screen under Available Screens or an item under System Navigation. It goes to the end of the navigation.
  • Section headers: click + next to Navigation, choose Add Header, enter a Name and click Add Header.
  • Empty navigation: the canvas shows No navigation items yet. Add Products, Account or Shop, or click Add All.
To copy the other experience’s navigation, hover over Navigation, open the ⋮ menu (Navigation actions), choose Sync from mobile navigation (on Mobile, Sync from desktop navigation), and click Replace. The option is unavailable when the other navigation is empty.
Replace deletes this experience’s navigation items and puts a copy of the other navigation in their place. You can’t undo it.

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Add a widget

1

Open the screen

On the Screens tab, click the screen.
2

Find the widget

Open the Widgets tab. Widgets are grouped by category. Widgets from your installed droplets have categories named after the droplet.
3

Drag it onto the canvas

Drop it where you want it. Fluid selects it and opens its settings on the right.
4

Set it up

Change its settings. The canvas updates as you go.
The settings panel’s top bar has Move Up and Move Down (within the widget’s column), Duplicate, Delete and Close. For a container widget it shows only Close.

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Theme and app name

Click App Settings. Appearance edits the theme:
  • Light and Dark: the mode you’re editing. In Dark, colors marked Auto are set for you. Reset returns a changed color to auto.
  • Use brand colors: applies your brand guideline colors. Manage opens Brand Guidelines. Changing a color yourself turns this off.
  • Colors (Primary, Surface and Text), Heading and Body fonts, Text scale, Radius and Spacing.
  • Style: brand presets to start from. Shuffle palette makes a random palette.
The canvas previews changes right away. Click Save Changes to keep them, or Cancel. Name has the app’s Title. Change it and click Save Changes.

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Profiles

Each profile has its own desktop and mobile navigation, and rules for who can access it.
1

Start a profile

Click Create new profile (+).
2

Choose how to start

Choose Start from Scratch or Start from Template, then click Next.
3

Set it up

Change the Profile Name if you like. Turn on Default Profile if needed. Under Rules, choose Ranks, Member Types and Countries. The hint under Member Types says whether leaving it empty allows everyone or only admins. With member types selected, turn on Visible to admins to let company admins in too.
4

Create it

Click Create Profile.
Your only profile is always the default. To change a profile, select it and click Access: Edit Profile, Duplicate Profile or Delete Profile. Deleting a profile also deletes its navigations.

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Publish your changes

1

Click Publish

In the builder header, click Publish. It’s available when the app has unpublished changes. Pending edits save first.
2

Confirm if asked

If this app isn’t live, the Publish this app? dialog warns that it will replace the live app. Click Publish.

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History and earlier versions

History has two tabs:
  • Local edits: up to 50 changes since you opened the builder, newest first. Click an entry to undo or redo to that point. Entries you went back past show Redo available.
  • Published: your published versions, newest first. The active one has a Live badge.
1

Find the version

In History, open Published.
2

Republish it

Click Republish on the version, then Republish in the dialog. That version becomes active. Fluid doesn’t create a new version.