Create a new OpenCounter button

Public Portal administrators can create new buttons and add them to the user home page.

Important: If you have OpenCounter enabled you must include OpenCounter and their CNAME domain to the WHITELIST_DOMAINS standard choice. See Bypass external link warning message for more information.

To create a new OpenCounter button

Tip: Preview the user home page when you make changes.
  1. From Public Portal administration, select Content > Home page.

  2. Ensure your Active home page version is set to OpenCounter.

  3. In the Buttons > Not shown on home page section, select Create new button.

  4. In the Button settings screen, complete the following details:

    • Button title: Enter a short title for the card.

    • Link: Select the link type when a user selects the card. The link types are:

      • Partial: This button will link to an internal page within your portal. Select the target page from the Select destination page menu.

        Example: Links that correspond to portal workflows, such as Permit application, Search records, or Schedule inspection.
      • External: This button will link to an external URL. Type or paste the full web address.

        Important: When a user selects an external URL they will need to acknowledge a redirect warning message. If you want to bypass the warning message for an external URL, see Bypass external link warning message for more information.
        Tip: For partial links, the system provides available pages that you can choose from, which ensures the link is correct. For external links, ensure the URL is correct and includes http:// or https://.
    • Show icon: Choose whether to display an icon on the card. By default this is set to On (cards typically have an icon). If you toggle it Off, the card displays only text.

      • Icon: If Show icon is on, select an icon from the provided library. Select the icon picker menu and scroll through or search. Choose an icon that represents the action.

      • Icon background color: Pick a color for the icon’s background circle. This helps differentiate cards visually.

  5. Select Save.

    Tip: By default, when the new button is created it displays in the Not shown on home page list (unchecked). This allows you to review or edit it before making it live.

Now, you can Add or remove an OpenCounter button from the user home page.