top of page
FORWARD Brand Shapes - SVG (2).png

Getting Started

Setting Up Your Organization Profile

How to set up your organization profile in FORWARD Direct Portal Settings, including your organization name, description, website, and portal-facing titles.

When Should I Use This?


Use these Portal Settings when you need to:

  • Set or update your Portal Name and Portal Title

  • Add or revise your organization description and website

  • Update the Portal Welcome Message applicants see on the landing page

  • Change the Portal Tab Title shown in the browser tab


Step-by-Step Instructions


  1. Confirm you have the Portal Admin role (Portal Admins manage portal details and settings). 

  2. Go to Portal Settings. 

  3. Open the Portal section under “Adding Organization Details to the Portal.” 

  4. Enter your Portal Name (used in selectors and other places). 

  5. Enter your Portal Title (appears on the portal landing page). 

  6. Add your Portal Welcome Message (shown on the landing page; rich text formatting is supported). 

  7. Set the Portal Tab Title (the text displayed in the browser tab). 

  8. Add your organization description and website (these may appear in communications and branding). 

  9. Select Save after all required fields are completed.


Common Mistakes to Avoid


  • Saving before completing all required fields (missing required fields can cause errors). Writing a Portal Welcome Message without checking how it reads on the landing page (preview first if you can).


Best Practices for FORWARD Direct Users


  • Limit portal changes to Portal Admins to maintain consistency and reduce accidental edits. 

  • Use the Welcome Message to set expectations clearly (what the portal is for, what applicants should do next). 

  • After updates, review the applicant-facing pages (we recommend previewing key pages when updating portal-facing details).


FAQ


Who can set up or edit the organization profile?

Portal settings are managed by users with the Portal Admin role. 


Where does the Portal Title appear?

The Portal Title appears on the portal’s landing page. 


Can I format the Portal Welcome Message?

Yes. The Welcome Message supports rich text formatting, including bold, italics, lists, and links. 


What’s the difference between Portal Name and Portal Tab Title?

Portal Name is used in selectors and other places, while Portal Tab Title is the text shown in the browser tab.

bottom of page