--- title: "Manage Portal(s)" slug: "manage-portals" updated: 2024-04-04T09:00:19Z published: 2024-04-04T09:00:19Z canonical: "help.symphonysummitai.com/manage-portals" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage Portal(s) ## View To view the list of configured portals, perform the following steps: 1. Navigate to **Design Studio** > **Application** > **Service Portal**. 2. Enter the **Domain** and **Sub Domain**. The page displays the list of portals configured for the chosen Domain and Sub Domain.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1700197744797.png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D)Figure: View Portal You can view the list of configured portals using the following options:[](/summitai-platform/docs/manage-forms#grid) - [Export](/summit-platform/docs/manage-portals#export) - [Filters](/summitai-platform/docs/manage-portals#filters) - [Search](/summitai-platform/docs/manage-portals#search) - [Edit](/summit-platform/docs/manage-portals#edit-portals) ### Export If the user wants to download the data on an Excel file, click **Export to Excel** to export it to an Excel file. To export the list items to Excel, perform the following steps: 1. Navigate to **Design Studio** > **Module** > **Service Request** > **Service Portal**. 2. Click **Export** icon ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/export.png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D). Export to Excel will be displayed. 3. Click **Export to Excel**. The options such as export current, or all pages are displayed.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709729973163.png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D)Figure: Service Portal 4. Select either **Export Current Page** or **Export All**. ### Filters The **Filter** option present in the **Service Portal** allows the restriction of content based on specific criteria. To add a new Filter, perform the following steps: 1. Navigate to **Design Studio** > **Application** > **Service Portal****.** A list of templates is displayed.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709730128478.png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D) Figure: Filter icon 2. Select **View.** A list of views and an option to add a new view is displayed.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1700119154215.png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D) Figure: Add Filter 3. You can click **Add Filter** and create a new filter for the Portal. The screen is displayed as shown below.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1700119297656.png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D) Figure: Filter window 4. Select the filter value and click **Apply**.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1700119429321.png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D)Figure: Filter window ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1700119560246.png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D)Figure: View The table below lists the details of icons available under the **View**Tab. | **Icon** | **Description** | | --- | --- | | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/filter%20icon(1).png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D) | Indicates Filter icon, if a number is pinned to the icon, it means the count of filters is applied. | | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/edit%20icon.png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D) | Indicates Pencil icon, that allows to edit the Filter on View list. | | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/delete%20icon(2).png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D) | Indicates the Delete icon, which deletes the view. Upon deleting the following pop-up message is displayed. Click **Delete**. **![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/delete%20view.png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D)**Figure: Delete View | ### Search The **Search** option in **Service Portal** helps to easily search configured Portal from the list page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1700197590016.png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D) Figure: Search icon ### Edit portal(s) The **Edit** option in the **Service Portal** is used to amend the configured portal. To **Edit** the portal, perform the following steps. 1. Navigate to **Design Studio** > **Application** > **Service Portal**. 2. Specify the **Domain** and **Sub Domain** 3. Click + icon on the menu to edit the Portal views.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1700197828479.png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D)Figure: Edit Service Portal Any alterations to the Service Portal view can be made and updated. 4. Check the **Column** values to display on the grid view and click **Save** to save the configurations.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1700197927117.png?sv=2026-02-06&spr=https&st=2026-10-29T16%3A45%3A12Z&se=2026-10-29T17%3A45%3A12Z&sr=c&sp=r&sig=pf0q1uKd6RU2dBuRrMVFpFCGjrefTD4KHJffTIAJxYM%3D)Figure: Show Columns