Prerequisites

• External User Portal configured with an analytics widget.
• Portal with widgets shared with the external user in External User Portal (CM030).
• External user included in the security settings and assigned as executor for the actions to be performed.
• External user logged into the portal.

Presentation

The External User Portal allows the organization to share data with external users through configured views, presenting consolidated information in different formats for consultation and analysis.

These views may display indicators and results in metric form, making it easier to follow the information made available according to the user’s access profile.

This article provides guidance on how to access the views in the portal and analyze the data provided, using the available resources for navigation, interpretation, and refinement of the displayed information.

Analyze views through the portal

1. On the home page, click one of the available portal cards to open it in a new browser tab.

2. Inside the portal, locate the analytics widgets available to you.

3. Expand the widget for better viewing if necessary.

4. Analyze the data presented in the configured format (chart, table, numeric display, etc.).

Conclusion

In this way, the external user can collaborate directly with the organization by analyzing the data made available in the External User Portal.