## Accessing the Portal Editor
You can access the Portal Editor by opening a Portal, clicking the [Portal logo][1], and selecting **Edit Portal**.
## Creating a Portal {#create}
To create a new Portal:
1. Click **Create** on the Portal Selector page.
2. Enter a **Portal Name**.
3. Optional: Enter a **Description**. Click to open the rich text editor.
4. Optional: Select a **Portal Logo**.
5. Optional: Enter **About** text. Click to open the rich text editor.
6. Click **Create** to finish.
Vault creates your _Portal_ record and adds it to the Portal Selector. Creating a Portal requires the _Object: Portal: Create_ permission.
## Configuring a Portal {#edit}
From the Portal Editor, you can edit Portal properties such as the logo, colors, and description, as well as update Portal content.
### Selecting a Portal Logo {#portal-logo}
The Portal logo displays in the header bar under the _Portal Name_. Click the **Edit** () icon or anywhere on the logo to select a new logo.
In the **Select new logo** dialog, search or add filters to find a Vault image document to use as the logo. Click the green **plus** (**+**) icon to select a logo. Your logo file should be an image file, such as a PNG or JPEG. If you don't select a logo, Vault displays no logo for the Portal on the Portal Selector page, and displays the standard Vault logo on the Portal Homepage instead.
### Setting a Portal Color
You can set the _Primary_ color for your Portal, which displays in the Portal header bar, navigation arrows, Content Filter icons, and more.
To set a color for your Portal, click into the color blocks. You can use the color slider and your mouse to select a color, or enter a six-digit hex color code. When you finish selecting a color, click **Save**.
### Adding Content to the Carousel Widget
To add content to the Carousel:
1. Click .
2. In the multi-select dialog, select up to eight (8) documents.
3. Click **Continue**.
4. Optional: In the _Reorder Carousel Documents_ dialog, drag and drop documents to reorder them.
5. Click **Save**.
### Editing Portal Widget Names
To edit the _Name_ field for your _Portal Widgets_, click the **Edit** icon. When you've finished updating the field, click **Save**.
### Editing the About Section
To edit the _About_ section on your Portal Homepage, click into the text box and enter a description. When you've finished editing, click **Save**.
### Updating the Display Max {#display-max}
The **Display Max** controls the maximum number of items that appear in a given widget in the Portal Homepage. Vault automatically sets the _Display Max_ for each widget, but you can use the **Display Max** control for each Portal to choose to display fewer _Portal Widget Content_ records in that widget. Each _Portal Widget_ object record has a _Display Max_, but you can add more documents to a widget so that users with less access to content still see a full Portal widget.
| Portal Widget | Display Max |
| --- | --- |
| Carousel | 8 |
| Content Filters | 24 |
| Others | 60 |
## Populating Portal Widgets & the Portal Library {#portal-widgets}
When you create your _Portal_, Vault automatically creates the following _Portal Widget_ object records. You can populate some of these with content manually, while Vault automatically populates and updates others.
* **Carousel**: You can display content as a large click-through banner at the top of the Portal Homepage with the _Carousel_ widget.
* **Content Filters**: You can create custom views in your Portal Library and then assign them to your Portal. Your Portal users can use these content filters to easily find filtered content.
* **Featured Items**: You can display the top content that you want Portal users to see in the _Featured Items_ widget.
* **Additional Content 1-9**: You can manually select content that you want to appear in these widgets. We recommend renaming the widget to reflect the content.
## Working with Document Widgets
Note: You can activate a maximum of ten (10) document widgets per Portal.
Note: You can create a maximum of ten (10) dynamic widgets per Portal.
Important: Assigning a Portal Widget in the selector does not add the document to that widget. To add a document to a widget, you must navigate to the widget in the Portal Editor and click + Add Documents.
## Content Filters
With Content Filters, you can add saved views to your Portal Homepage to display specific content for your users. See Using Custom Views for details on creating saved views in your Vault.
Portal users can see Content Filters on the Portal Homepage or in the left-hand panel of the Library. When a user selects a Content Filter, it returns a filtered list of related documents and binders within the Portal or in related Portals.
### Adding a Content Filter {#add-content-filter}
To add a Content Filter to your Portal Homepage using any saved views that you have permission to view:
1. Open your Portal in edit mode and navigate to the _Content Filter_ widget.
2. Click .
3. In the _Edit Content Filters_ dialog, search or add filters to find your custom view.
4. Select your custom view. Vault automatically adds the view to the _Content Filters_ widget.
By default, your Portal Homepage displays up to 24 Content Filters. You can customize this to any number from 1-24. Open your Portal in edit mode and navigate to the Content Filter widget, then enter a number in the **Display Max** field.
Note: If you are not the original creator of the saved view, you cannot edit the View’s filtering criteria.
Note: Vault does not send users notification emails when you add or publish announcements.
Note: We recommend inactivating rather than deleting Portals.
Note: If you have the Delete permission for the Portal object but not for all of its child Portal Widget or Portal Widget Content objects, Vault does not delete the Portal.