Create a new action card

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

To create a new action card

1. After you have navigated to the Home page > Action cards section, select Create new.

2. In the Card settings screen, complete the following details:

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

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

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

       Example: Links that correspond to Accela Citizen Access workflows, such as permit application, search records, or schedule inspection.

     • External: This card will link to an external URL. Type or copy and 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://.

   • Login required to access this link: Toggle this option if the public user must log in before selecting this card. By default, this is set to Off, meaning the card is visible to all users. If set to On, a small lock icon displays on the card indicating it’s restricted.

     Note: If your agency currently requires a public user be logged in to see a record and you did not enable the lock, Accela Citizen Access will still check to see that the public user is logged in.
     Example: You might enable this for “View my applications” since that requires a user account, but leave it off for “Apply for a permit” if you allow starting applications without login.

   • (Optional) Description text: Enter a brief description that appears on the card.

   • Show icon: Choose whether or not to display an icon on the card. By default this is set to On, as 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.

3. Select Save.

   Note: By default, when the new card 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 action card from the user home page.