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CMS

A content management system is used to manage the creation and modification of entities, typically business objects (e.g, vehicles, assets, contracts), that are completely customizable.

CRM

In this section, you can manage your CRM features - organizations, contacts, groups, and permissions. You can learn about each feature in related articles.

Workflows

Workflow processes exist in CMS as a special kind of entity, which can have properties and task sequences configured for them.

Templates

In this section, you can create and edit different types of templates. These templates can then be used in your workflow processes.

Settings

The opened page displays a menu on the left side with access to the following items (you can read more about each item in the related article)

Dashboards

You can create personalized dashboards with charts and widgets in Hyper Portal. To open the dashboard go to Dashboards -> select any dashboard.

GDPR Portal

The GDPR portal is an application that works on top of HyperPortal, allowing your customers to see what customer data you store relating to their account, and allow them to request changes.

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