Edit, hide, or delete an action card

You can edit an existing action card or hide it from displaying on the Public Portal user home page.

Tip: Preview the user home page when you make changes.

Edit an existing action card

  1. From Public Portal administration, select Content > Home page.

  2. In the Action cards section, find the card in either the Shown or Not shown list.

  3. Select the Actions menu, then select Edit.

  4. Update the fields, as needed.

  5. Select Save.

  6. On the Home page screen, select Publish to save your changes to the public user home page.

    • Select Discard changes to undo your changes.

Hide or delete an action card

If you decide a card should not display on the user home page, you can hide or delete the card.

  • Hiding a card removes it from displaying on the user home page but keeps it available if you would like to display it again, without the need to recreate the card from scratch.

  • Deleting a card removes it from the system. If you delete a card, you will need to recreate it from the beginning.

Tip: Preview the user home page when you make changes.

To hide an action card

  1. Clear the Show on home page check box.

  2. On the Home page screen, select Publish to save your changes to the public user home page.

    • Select Discard changes to undo your changes.

To delete an action card

Note: You can only delete action cards from the Not shown on home page section.
  1. Select the Action menu.

  2. Select Delete.

  3. On the Home page screen, select Publish to save your changes to the public user home page.

    • Select Discard changes to undo your changes.