Overview of Portal
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The top page of kintone is referred to as Portal.
Portal works as an entrance to kintone. From Portal, you can access the apps and spaces that you want to use and check your notifications. You can also post information that you want to share with other members in the Announcement section and use it as a dashboard.
| Item | Description |
|---|---|
| 1 (Quick Access Menu / Portal / Notifications / Bookmarks) |
Notifications Adding Bookmarks |
| 2 (School-cap icon) | When you click the school-cap icon, the beginner's guide appears. The beginner's guide window shows a collection of menu options you can use when you are new to kintone or you have some problems. The school-cap icon is displayed only when you are in the 30-day trial period and you set your display language to Japanese. However, if you do not have the permission to create apps, or if the Allow users to create apps that do not belong to any space option is disabled in the Feature Activation settings, the school-cap icon is not displayed even during the trial period. Configuring Permission to Create Apps Activating features Menu options displayed in the beginner's guide window vary depending on user's permissions.
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| 3 (Settings icon) | This button is used for accessing Personal Settings, performing general actions, and accessing general administrative settings of kintone. Users with the kintone administrative permission can use this button to access kintone Administration. In kintone Administration, users can configure various settings related to management and maintenance of kintone (e.g., permission settings for each feature and customization settings). Users & System Administrators can use this button to access Users & System Administration. On Users & System Administration, Users & System Administrators can perform actions such as adding users and departments and configuring security settings. For details, refer to the following page: How to open kintone Administration and what you can do there Configuring Permissions in Users & System Administration Administration |
| 4 (Help button) | You can start the Feature Tour, which provides explanation on the features of kintone, or access the content that helps you further understand and utilize the product. When you select "Update Information", You can find new features released in the monthly updates. If you are a Users & System Administrator, you can contact support by selecting Contact Us from this button. |
| 5 (People) | You can display your own people page. People |
| 6 (Account Settings / Logout) | You can configure your account settings or log out from kintone. |
| 7 (Search) | You can search for data in kintone. Data Searching |
| 8 (Options menu) | You can create apps and spaces. Users with the kintone administrative permission and Users & System Administrators can also configure Portal from this menu. |
| 9 (Announcements) | This is the Announcement section. The section can be used as a dashboard; you can post information to be shared with other members or create a collection of charts or links. The information posted in this section appears on the top page of all the kintone users. Only users with the kintone administrative permission and Users & System Administrators can edit the Announcement section. Editing the Announcement Section of Portal |
| 10 (Assigned to Me) | This section displays your tasks (records for which you are set as an assignee among the records in apps for which the Process Management feature is enabled). Information displayed in this section varies depending on the user. When no tasks are assigned to you, this section is not displayed. |
| 11 (Notifications) | This section displays update notifications from apps, spaces, and people pages. Information displayed in this section varies depending on the user. Notifications |
| 12 (Spaces) | A list of spaces is displayed. You can use the drop-down list to change the list to display. The list can be selected from the following options:
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| 13 (Apps) | A list of apps is displayed. You can use the drop-down list to change the list to display. The list can be selected from the following options:
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