Admin Set-up 5: Customizing Your Portal

You can customize both the images and the text on the portal that is shown to the public. These are great ways to both personalize the portal to your agency and convey useful information to people submitting requests. Primary areas that you can customize include:

Watch the video or read on below for instructions on how to customize each of these areas.

Background Image and Logo on the Front Page

Your organization's logo and your choice of background image will be displayed on your NextRequest site's landing page. For the logo, we recommend using a high resolution image that is 150x150 pixels with a transparent background. The background image should be one that represents your community, such as the local skyline. We recommend using high resolution image of 1200x600 pixels.

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How to add a logo and background image:

  1. Sign in to your account
  2. Click the ADMIN link in the top right
  3. Click the Portal Settings link in the sub-header
  4. Click 'Logo and background image' on the left side panel
  5. Click the Choose File button under either 'Your organization's logo' or "Front page background image'
  6. Select an image from your computer
  7. Click SAVE.

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Front Page Text

The text on the front page of your portal is a great place to put information that you would like requesters and members of the public to see before taking any action. Content to consider adding includes:

  • Directing the user to first check the Documents Index and Request Index to see if the information they’re looking for is already available,
  • The date on which requests and responsive documents started to be posted on the portal,
  • Agency procedures for processing requests (or a link to where the procedures can be viewed)
  • The cost to the requester of fulfilling the request

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How to add front page text:

  1. Click the ADMIN link in the header
  2. Click the Portal Settings link in the sub-header
  3. Click "Front Page Text" on the left side panel
  4. Enter your preferred header text (up to 40 characters). The header will appear larger and in bold above the rest of the front page text.
  5. Enter your preferred “Text for front page” (short paragraph explaining the purpose of the portal - up to 750 characters).
  6. Edit your text with formatting options above the text box (optional).
  7. Scroll to the bottom of the page and click SAVE

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Make a Request Page Text

The text on the right-hand side of the Make Request page can be customized to provide guidance to your requesters about the most effective way to make a request. Content to consider adding includes:

  • Directing the user to first check the Documents Index and Request Index to see if the information they’re looking for is already available
  • Links to popular documents
  • Links to the correct place for commonly misdirected requests
  • Circumstances under which documents are not made public
  • Information that the requester should include for the request to be processed most efficiently
  • Information that will be redacted from requests (social security numbers, dates of birth, etc)
  • Whether the requester’s name will be displayed publicly
  • The cost to the requester of fulfilling the request

Steps for changing the text on the make request page

  1. Sign in to your account
  2. Click the ADMIN link in the header
  3. Click the Portal Settings link in the sub-header
  4. Click "Requester Form" on the left side panel
  5. Enter preferred text under “Text for the request form sidebar” (a few sentences with helpful tips - up to 750 characters).
  6. Edit your text with formatting options above the text box (optional).
  7. Scroll to the bottom of the page and click SAVE

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