Organization Portals

Slate provides a Organization Portal template that can be imported using Briefcase and edited in an institution's database. This portal is configured to display custom institutional information.

Suitcase: a582abc7-74f5-4844-a592-c7f9fe05dc90:slate-showcase

The portal template will be added with a key of slateorg-organization and should not be modified. 

Additionally, new Organization and Application portals can be created in the Portal Editor.



Be sure to enable Application Sharing.

  1. Click Database in the top navigation bar and select Application Sharing Settings.
  2. Review the Rounds, Application Status, Checklists, Materials, and Decisions sections.
  3. Click an individual item. Then, select either:
    • Share with institutions
    • Do not share with institutions

Click the Slate Scholar Lightbulb    in the top left corner for a complete listing of all setting descriptions.

Create the Portal Query

Once you've imported the Organization portal via Briefcase, customize its exports to return the data points that will display in the portal. We'll start with a Configurable Joins - Organizations query to pull a list of exports that can be used in merge fields and dynamic content blocks. 

To customize the portal exports:

  1. From All Portals, select your Organization Portal from the list.
  2. Under Queries, click New Query.
  3. Configure the following in the New Query popup:
    • Name: Organization Data
    • Type: Configurable Joins
    • Base: Organizations 
  4. Click Save to start editing the query.
  5. Add any exports.
  6. On the right, click Rename Exports. Make sure all export labels are lowercase, and use underscores, not spaces. Click Save.



By default, this query includes a filter called Portal Identity that should not be removed: it ensures the query will export the data of the matching organization in

If you accidentally remove the filter and need to add it back, its custom SQL is as follows:

(dr__JID_.[id] = @identity)

No other filters are necessary for this query. The Portal Identity filter limits the results to just the organization viewing the portal in

Portal View

You may also edit the Organization Portal views to display any additional data points added to the queries, to remove items, or to change the portal's visual layout.

School View

The School view includes several static content blocks, containing images, embedded media, and social media. 


The customized content in the Organization Portal will appear to the left of the standard content, including a breakdown of what your institution is sharing via the Application Sharing settings. 


Portal Method

A portal method is needed to tie the portal query and the portal view together.

School View Method

To configure the School View method:

  1. From All Portals, select your Organization Portal from the list.
  2. Under Methods, select New Method.
  3. Configure the following in the Edit Details popup:  
    • Name: School View
    • Type: GET
    • Leave Action blank.
    • View: School View
    • Output Type: Default Branding
    • Status: Active
  4. Click Save.

A list of queries display below these settings. This method is linked to the "Organization Data" query. To link any other additional queries:

  1. Click Edit Linked Queries in the top right.
  2. Select the additional queries.
  3. Click Save.

To test the Organization portal:

  1. From All Portals, select your Organization Portal from the list.
  2. On the right, select Impersonate.
  3. In the Record field, start typing the name of an organization record. Select the organization you'd like to impersonate from the list. For example, if you are using Liquid markup or dynamic content blocks to show information based on a school's location, try impersonating schools based on region.
  4. Click Impersonate.


  Best Practices

Avoid putting too much information in the portal. Consider what information is truly helpful to counselors. Start simple, and then consider adding additional design elements, such as portal tabs and CSS styling elements.

Remember that portals are dynamic! Updates to data and design elements within the portal will be immediately reflected in 

Keep the portal status Inactive until ready to make live.

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