Summit 2023 Feature

Concierge is a new way to leverage conventional and Express portals as a main screen for fast record lookups; imagine it as your front desk receptionist. Traditionally, a school might create a custom portal, or perhaps grant permissions to lookup person records. With Concierge, you can create curated user experiences for fast, go-to lookups.

Concierge Endpoint.png

There are two steps involved in setting up a Concierge lookup:

  1. Create an express portal to set up the data visualization.
  2. Create a Concierge endpoint.


Step 1: Creating an Express Portal

To create and design the portal that will display student or application data for your staff:

  1. Select Database from the main navigation.
  2. Select Portals.
  3. Select Express Portals.
  4. Click New Express Portal. A popup appears.
  5. Configure the following settings:
    • Status: Active
    • Name: Give the portal a descriptive name.
    • Key: Enter a unique, computer-friendly key (no spaces or special characters).
    • Folder: Keep Express portals organized by placing them in folders. Create a new folder by selecting Other and entering a name.
    • Scope: Select Person or Application depending on the results you want users to search for.
    • Security: User
  6. Click Save.

Create new Express Portal.png 

  1. Click Edit.
  2. Add filters to restrict the list of person or application records available within each concierge portal.
  3. Click Save.
  4. Click Edit Permissions.
  5. Click Add Grantee. A popup appears.
  6. Configure the following settings:
    • Active: Active
    • Type: Select the type of grantees that should be added, whether users, roles, or permissions.
    • Enter a user's name, or select the role or permission that should be granted access to the Concierge endpoint.
  7. Click Save.
  8. Configure the portal to display the person or application scoped data you want Concierge users to see at a glance.

  Required Permissions

Each Concierge grantee should have the User Access permission.

  Further Reading: Building Express portals


Step 2: Creating a Concierge Endpoint

  1. Select Database from the main navigation.
  2. Select Concierge.
  3. Click New Concierge. A popup appears.
  4. Configure the following settings:
    • Status: Active
    • Name: Enter a descriptive name for the Concierge endpoint.
    • Portal: Select the portal which will be used to display your data.
  5. Click Save.

Create new Concierge endpoint.png

  1. Click the Concierge endpoint you just created to open it.
  2. Click Preview
  3. Enter the name of a record to display.
  4. Change the Status to Active when the Concierge endpoint is ready to display.

Preview Concierge endpoint.png

If you wish to share this Concierge with others, copy and send the URL to the appropriate staff members.


Use Concierge to allow for quick and easy access to common actions like uploading documents, submitting forms, and setting interactions.