Email firstname.lastname@example.org with the name, unique email address, role and phone number of the person that will need the main user account.
Please note this information was correct at the time it was publish (October 2021)
For any queries, email email@example.com.
You can have as many as required. From the main user gaining access, they can invite multiple users to also get access. However, we recommend for you to have a small group who regular update the data.
You can find access to the portal at www.ageuk.microsoftcrmportals.com. Bookmarking this page will allow for easy access.
After you get your first login access, you will be prompted to pick from the available Sprints. Porta.Access team will then confirm the sprint you are in. If this changes, we will communication updates promptly.
Yes, the portal is different to your website. However, it integrates the data you enter into your website’s Services, Activities & Events and Shops pages. The portal is a different piece of software to the EPiServer Content Management system, however it integrates the data you enter into your website’s to update the Services, Activities & Events and Shops pages.
From logging in via www.ageuk.microsoftcrmportals.com, you populate the sections using the following guide for each section.
You will need to add categories to your Locations, Services, Activities & Events and Community Signposts. This allows for the system’s filter to work properly.
We do not advise you do this as we hope from rationalising your data before putting it into the portal, you will have a more concise data relevant to the way the portal works.
Currently, before your Sprint starts, we will provide you hidden CMS links for the Services, Activities & Events and Shops sections to be viewed on your website pages.
With every entry within the portal, you have the functionality to insert the URL of an image which will then display when viewing the entry on a webpage. You can also add external media links such as PDF’s and Video which will open in another tab/window to display the content.
You can use the portal to add a virtual event to your Activities & Events section. On this, you include the link for people to either register or join the event with. You select online/virtual event and it will be displayed as such.
You can state the catchment area requirements for each activities & events including fees for non-catchment area attendees.
You can do this in the Community signpost section. This simply gives information for the event and/or activity being run and directs people to the relevant location and third-party website for more information.
Currently, the portal updates every night at 8pm. We are working to significantly reduce this to 15 minutes intervals.
In the event of an issue with the portal, you can report this to firstname.lastname@example.org with as much detail as possible for our technical team to investigate.
The main Services, Activities & Events and Shops pages URL will remain the same e.g. www.ageuk.org.uk/anytown/our-services. However, the individual service pages entries that will populate those pages will have a unique URL which combines the current URL with a portal ID. E.g. www.ageuk.org.uk/anytown/our-services/community-outreach-7f857554-5206-ec11-b76a-00155d5894e3/
As you input the data in the portal, you will be prompted to select categories for your Locations, Services, Activities & Events and Community Signposts. The portal uses this to sort out each entry according to the user’s set filtering condition.
If you don’t have shops, you don’t have to action anything for this. That section will remain empty, and we will not add a shops tab on your website. If this changes, please let us know and we will work with you to add this section.
If you have coffee morning that’s an activity, if you have an activity that happened at a specific place and time that member of the public attend you have an event. You might not think some of your services are, but when you rationalise the data on your website, you should have a few activities or events to put into the portal.
The Portal would take the place of any calendar you may use, you enter the data on the portal, and it get pulled out on your website and the national website.
The national site will filter through services and show them according to the closest to the postcode of the user.
On the national site the filter will list the recommended Local Age UK services you are in followed by other Age UKs that are near you.
On your local sites only that Local Age UK services and events and shops will appear.
You can select the fees to attend for those inside and outside of your catchment area if relevant
One of the main reasons for the portal is the potential it holds to allow for future developments that aids the objectives of the wider Age UK network. As you use the portal for its main use of connecting your LD to the national site for wider visibility, we are working on more functionalities.