The portal ‘Sites’ tab is an overview of the portal properties that are configurable by users who have the correct access permissions. (are they editable or created by solution consultant team?)

NameName of the site
URL slugThe part of the URL that identifies a particular page on a website, typically in a descriptive and easy to understand manner

Branding logo of the institution

Upload an image file here

Logo link

Makes the logo interactive so that selecting it will link to another page

Users can choose from the following internal links: Project dashboard, Worksheets, Documents, Project directory. Alternatively, users can select ‘no link’ to make the logo non-interactive, or select ‘external link’ to use the option below

Logo: External link

If a user has selected ‘external link’ for the ‘logo link’ option above, then they can enter the external URL of the web page here. Often users will use this to link to their firms website

Users can freely write text to explain the purpose of the portal site
Primary colorThe first branding color that is used in the portal
Secondary colorThe second branding color that is used in the portal

Lists existing pages that have been created for the portal and includes an ‘edit’ button from which new pages can be added from the ‘sites’ tab. This offers the same page creation dialog box as in the ‘pages’ tab explained below

Site footerThe text that will display at the bottom of the portal
Publish site

Users can toggle this on/off to edit the portal without immediately publishing the changes


Under the ‘Pages’ tab, users can create and manage pages for their portal. Portal pages are created independently of a specific portal site and can be shared across sites. Users can designate a page within a specific portal site as a ‘main page’. Each site can have more than one ‘main page’ as well as ‘additional’ pages. A page that has been designated as a ‘main page’ within a site will be displayed in that site's navigation menu. ‘Additional’ pages within a site must be connected via an internal hyperlink.

To create a new page, click on the 'add page' icon and fill in the properties, including: page title, page name, and URL slug.

The ‘page name’ field must be filled in to create a new page.

Pages in a portal site are highly configurable, constructed using a portal editor that draws content from files, documents and worksheets. Content can be displayed as text, images, charts and graphs. Once a page is selected, users can click on the 'page editor' on the right-hand panel to open up the 'portal page editor' for further configurations. The right-hand panel also displays the 'details' of the page, the 'site' that the page has linked to (i.e. the home site) and the 'preview' of how it looks in the portal.


Portal images are stored independently of specific sites and can be shared across multiple sites in a project. An image must be uploaded to the portal builder in a project and given a name before it can be used in a specific page. To add an image, click on the 'add image' icon. Then, give it a name and drag and drop an image into the box or browse for an image. When an image entry is selected, the right-hand panel will show the details of the entry and information is editable by clicking on it.

Image upload: The maximum image size that Opus 2 Platform can accept is 4MB. The maximum image dimensions are 3000px x 3000px. Images that exceed these dimensions will have to be resized and scaled down before they can be uploaded to the system.