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How to customize the LawVu Business Portal as an Organization Administrator
How to customize the LawVu Business Portal as an Organization Administrator

Learn to customize the LawVu Business Portal for the Business User

Chinmayee avatar
Written by Chinmayee
Updated over a week ago

The LawVu Business Portal offers an easy way to create a customized, branded experience for Business Users.

Whether it's adding your logo and a welcome message, ensuring business users can quickly access the information they need, or raising a high-quality request, the Business Portal makes business users feel welcome.

In this article:

How to customize the Business Portal Home page

To customize the Home page for Business Users, you must be an Organization Administrator. Before you start, it's a good idea to run through this article: How to get the most out of the LawVu Business Portal.

Go to Settings on the bottom left of your LawVu page and click on Business Portal.

Here you can customize and brand the home page as you like:

  1. Masthead - upload your organization's logo and type in the name.

    You have the ability to manage whether Contributors can create new matters and contracts from the +Add new menu. If either Matters or Contracts are switched off, your users will be routed through the decision tree in order to create these entities,

  2. Header - choose a customized banner (background) and heading for the home page. The ideal size of the banner is 1600 X 800px (with a right-hand focal point) and is recommended to be no more than 500kb. Ensure the banner has a dark colour for the visibility of text.

  3. Search - allows you to enable/disable the search function from the Business Portal home page. However, do note that Business Users can still use the search functionality within the Business Portal under the My Work or Knowledge Base tabs.

  4. Introduction - write a welcome message for your Business users or add an instruction.

  5. Feature tiles - You can use them to direct your users through a specific workflow or to enable them to self-serve with resources by adding up to three feature tiles to the home page of your legal portal. These will show under your branded banner so you can promote a specific contract type, matter type, or article.

If you want to remove a feature tile, click on the x button next to it. You can also reorder the tiles by dragging and dropping them to the desired location.

You can customize how each tile displays and what it links to. Click on the pencil button to start editing. Select the feature type and icon, and type in a title, description, and label on the button. You will see a preview of your changes on the right-hand side of the editing modal.

The contract creation option is only available to organizations with contract capabilities enabled and only visible to users with permission for' Create contracts'.

Saving the above changes will bring in the contract creation modal.

If you want to direct business users to a specific contract/matter type or article, then start by selecting 'Custom' under the feature type.

Under the Button link, you can link to an article, article category, or a matter or contact form:

6. Content - select the Featured Article you want the users to see when they log in to the Business Portal. You have the option to display or hide the article title as well.

This article displays under the feature tiles and can link to further contract/matter creation forms, FAQs or instructions.

Once you have customized the Business Portal, click 'Save.'

How to check the Business Portal from the perspective of a business user

You can check Preview to see how the Home page appears when business users log in and make any additional changes, as required.

Note that the Home page is visible only to business users and contributors.

If you, as an Administrator, wish to access the Business Portal outside of Preview mode, you have a few options:

  • create a business user account in LawVu using a different email address.

  • request another Administrator in the organization to switch your role to Standard User. Once you've finished reviewing the Business Portal, ask them to switch your role back.

  • reach out to our Support team for assistance, as we can toggle your role between Standard User and Admin.

Kindly note that if your organization employs role-based provisioning or enforces Single Sign-On (SSO), creating an account with a secondary email address may not be feasible.

Role-based Articles for the Knowledge Base Landing Page

You'll be able to set a specific article to load when the Knowledge Base is accessed. This is called the landing article and it can vary by user, based on their role.

You will need to be an Org Administrator and have the 'Manage knowledge settings' permission enabled to make these changes.

  1. Go to Settings / Knowledge Management

  2. Under Knowledge landing, click Settings

3. Select the user roles you want to set a landing article for, then click Add Article.

You can customize each role individually or choose more than one:

4. Select the article you want to display and click 'Link'.

You can repeat the process for all other user roles. Watch this animation to see how:

Users accessing Knowledge Base will now see the article set up specifically for their role.

Ensure the Knowledge landing articles have the correct 'access' levels, i.e., when selecting an article for Business Users, the access level on the article needs to be 'anyone can view'.

For more information on Knowledge Management in LawVu, click here.

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