Prerequisites

• External User Portal configured with link and note resources.
• Links and portals with notes shared with the external user.
• External user logged into the portal.

Presentation

The External User Portal allows the organization to make links, informational notes, and support resources available directly on the home page or inside the portals accessed by the user.

These elements serve as shortcuts to relevant content, quick guidance, and complementary materials needed to perform activities.

This article presents how to identify and access general links, view notes and link lists inside portals, and use additional resources that facilitate navigation and system usage—such as widget expansion, content refresh, portal reordering, and access to the chatbot (when enabled).

General links

1. As soon as you log into the system, links may be displayed on the home page.

2. Click them to open their content in another browser tab.

3. You can identify links by the icon displayed in the lower corner of the card.

Links and notes inside portals

1. When opening a portal, notes created by the administrator may be displayed. You can expand the card to view the full message.

2. Cards with lists of links may also be displayed. Click the desired item to open it in another browser tab.

Other resources

Use the additional resources available to assist you in using the system:

	This icon appears at the top of widgets and allows the content to be displayed in full-screen mode.
	This icon appears at the top of widgets and allows the content to be refreshed to show new records.
	This icon appears on the home page and allows you to reorder the available portals. Simply click the icon, drag the portals, and save.
Chatbot	The chatbot feature may be available if enabled by the organization. To access it, click the icon located in the lower-right corner of the screen. The appearance of the icon may vary depending on configuration. The information available through the chatbot is the responsibility of the organization that configured it.

Conclusion

Accessing links, notes, and other resources available in the portal facilitates navigation and ensures that important information is always accessible to the external user.

By understanding how to locate these elements and use the support tools, it becomes easier to consult relevant content, follow updates, and perform necessary activities within SoftExpert Suite.