FormaPortal

Features

Portal content and membership features

Everything waiting behind the login: documents, announcements, events, courses and pages of your own. Each one is visible to the tiers, organisations and people you choose, and to nobody else.

Publish

The right content reaches the right people

Every document and announcement stays visible only to who you choose.

16 features

One place for every piece of content

Central Media Library

Upload once and use the file anywhere. See where each one appears across your content, and the portal won’t let you delete anything still in use.

Reach everyone at once

Scheduled Announcements

Publish updates to your portal’s front page. Set a date to go live and another to come down, and the portal handles the rest.

Sales and capacity handled for you

Event Management

Publish events with ticket types, capacity limits and sale windows. Availability updates as tickets go, and sold-out and closed states appear on their own.

Set access as public, authenticated, or tier-based

Per-Item Visibility Permissions

Every page, document, event and announcement can be public, open to contacts, or limited to particular tiers. Anyone without access doesn’t see it at all.

Membership tiers you define yourself

Custom Membership Tiers

Create membership tiers you define yourself with different levels and different access. Each one controls what its contacts can reach, and you decide whether people can move between them themselves.

Assign, switch and withdraw

Membership Management

Put an account on a tier, choose the one new arrivals start on, and keep some tiers off the public list so only your team can hand them out. Withdraw a tier from selection and everyone already on it carries on as before.

Accounts for companies, not just people

Organisation Accounts

Group colleagues under one organisation account with its own owners and members. Ask for agreements once per organisation instead of chasing everyone individually.

Individuals join in their own name

Individual Accounts

Allow individuals to join in their own name with one person, one account. Somebody can hold an account on their own, with their own tier, their own payments and their own record. Individuals and organisations run side by side in the same portal.

One page that changes with the account viewing it

Dynamic Personalised Views

Build a page once and let its content follow the account in front of it: their documents, their figures, their updates. You maintain one page, not one per client.

Searchable contact records, in one list

Contact Directory

Find anyone by name, email or status. See the accounts they belong to, the forms they’ve submitted, and when they last signed in.

Build a course out of what you already publish

Course & Lesson Builder

Group pages, documents and events into lessons, put them in the order you want them taken, and release the course to whoever it applies to. Your tiers and organisation accounts already decide who sees it, so there is nothing separate to set up.

Track the things your members own

Account Asset Records

Decide what your portal keeps track of: vehicles, properties, equipment, sites, whatever your work turns on. Build each kind once, and every record sits with the account that owns it.

Describe a record however you need to

Custom Record Fields

Give each kind of record its own fields: text, numbers, dates, prices, yes or no, pick lists, files, and links to other records. Any field can hold a list.

Lay a record out the way people read it

Record Screens and Tabs

Split a record across as many screens as it needs and choose what appears on each. Tabs sit in the order you set, and the first one opens by default.

Answer the questions before they’re asked

FAQ Builder

Group your answers into categories and publish them where people look. Link a category straight from your menu, and the questions you get asked most stop reaching your inbox.

Build the menu people move through

Portal Menu Builder

Set your own header and footer menus. Point an item at a page, a form, an FAQ category, events, announcements, a policy or any web address, and group them how you like.

Contact us

Tell us how we can help with your portal

Share who’s using it, what you need to track, and how you want to onboard users. We’ll recommend the right setup and plan for your business.

We review every request and reply within one working day.