Portfolio profiles

  1. What is a staff portfolio?
  2. Creating a portfolio of staff profile's

What is a staff portfolio?

This enables you to forget about the long winded way of creating staff profiles in powerpoint and create a fully branded online version in a fraction of the time, and then either:

  • Send a link to your client to view the custom profiles of potential staff for their campaign
  • Create a PDF to send to your client

This is the default layout in the system:

 

Creating a portfolio of staff profile's

  • Go to Staff > Portfolios
  • Click on Add new
  • The following popup window will appear. Example details have been added:
  • Add your information as follows:
    • Display name
      • This is the main title at the top left of the page
      • This field is mandatory
    • Client
      • Select the client name from the list or add new if not in the list
      • The client logo will show on the left below the top bar
      • This field is not mandatory
    • Client logo
      • If there is a logo associated with the client already it will show below, otherwise you can add here
      • This field is not mandatory
    • Visibility
      • Select Personal for only you to see this portfolio or Global for everyone to see and use it
      • This field is mandatory
    • Template
      • The default Branded template is shown above
      • If you need any other template added please email us
      • This field is mandatory
    • URL
    • Description
      • This is for internal use to add some details about this portfolio
      • This field is not mandatory
    • Campaign (being removed)
      • This is a legacy field that is being removed and being replaced by the next Campaign field
      • This field is not mandatory
    • Campaign
      • Select the campaign or job that this portfolio is associated with
      • By selecting a campaign your client can register interest in staff they see in the portfolio
      • This field is not mandatory
    • Background
      • Add an image for the background of the portfolio
      • This field is not mandatory
  • Upon pressing OK you will be presented with a new window to choose the staff and the fields:
    • Please note that you do not need to add staff at this staff
    • You can also edit the information for each staffer in the portolio by clicking Edit info
      • Note that any changes made here will not be saved back to the staff profiles
    • When you are ready you can click on Publish URL to see the finished portfolio