Customizing the Initial Portal Experience

You can customize any new user's initial portal experience by customizing content with default profiles. You can further customize the initial portal experience for users created though authentication sources or through the acceptance of invitations in the following additional ways:

• Granting Security Through Group Membership
• Making Communities Mandatory
• Displaying an Experience Definition Interface

Customizing Content with Default Profiles

You assign a default profile to all new users, whether they were imported through an authentication source, created through the acceptance of an invitation, or self-registered through the Create an Account page. This profile determines initial My Account settings, such as language and time zone, the name and number of My Pages, and the layout of the portlets on those My Pages. The portlet preferences, group memberships, and community memberships are not inherited by users created from default profiles.

Granting Security Through Group Membership

To allow users created through an authentication source or through the acceptance of an invitation access to the correct content and features, first provide content access and activity rights to groups; then:

• For authentication sources, in the Global ACL Sync Map, on the Portal: External Group Map page, map the external groups to the portal groups to which you granted access.

• For invitations, in the Invitation Editor, on the Main Settings page, add the portal groups to which you granted access.

Making Communities Mandatory

To make sure that users created through an authentication source or the acceptance of an invitation see the correct communities when they first log in, make the communities mandatory for the portal groups to which these users belong. To make a community mandatory:

1. Open the Community Editor:
• To edit an existing community within the community page:
1. In the My Communities menu, click the community you want to edit.
2. On the right, click Edit Page.
3. In the Flyout Editor, click Go to Advanced Editor.

Note: To edit a community, you need Edit access to the community.

• To edit an existing community from Administration:
1. Click Administration and navigate to the community you want to edit.
2. Click the community name.

3. Click .

• To create a new community:
1. Click Administration.
2. Open an administrative folder.
3. In the Create Object drop-down list, click Community.
4. In the Community Pages section, click Select Community Template.
5. In the Community Templates dialog box, choose a community template and click OK.
6. If this community template does not include a home page, click Create Home Page; then, in the New Page dialog box, choose a page template and click OK.

Note: To create a community, you need Edit access for the administrative folder and the Create Community activity right.

2. On the left, under Edit Standard Settings, click Security.
3. Add the group for which you want to make this community mandatory.
4. In the Mandatory drop-down list, click Mandatory or Mandatory with Tab.
5. Click Finish.

Displaying an Experience Definition Interface

To display to new users an experience definition interface with a different look and different features than your main portal interface:

1. Create an experience definition, making sure to apply the experience definition to an administrative folder (on the Main Settings page).

2. Create rules for how to apply the experience definition in the Experience Rules Manager.

3. In addition to directing users to the experience definition based on rules you create, you can add users to the folder to which you applied the experience definition:

• For authentication sources, in the Authentication Source Editor, on the Main Settings page, under Default Profiles, choose the folder to which you applied the experience definition as the Target Folder for new users.

• For invitations, in the Invitation Editor, on the Main Settings page, choose the folder to which you applied the experience definition as the Folder for Invitees.

New users are created in the experience definition folder and therefore see the experience definition interface when they log in.