Manage and create Portfolio-level cards

Portfolio-level Homepage Cards are created and managed in the Basic Console. They can be displayed in the app in one or more buildings, whereas building-level homepage cards are only available to a single location. Please be aware that Static Cards are the only template types that users can update; dynamic and feature cards are managed by the app implementation team.


  • Global Admin, Super Client Admin, Client Admin, and Content Manager roles can access Portfolio cards.
  • The Portfolio Level Config > Cards Manager shows only Portfolio cards that the Console user has access to. For example, if a Console user has a building admin or content manager role for Sites A & B, they will only be able to see the Portfolio Cards that have been targeted to Site A or to Site B.

Create new Portfolio-level static cards

Portfolio-level static cards can be targeted to more than one in more than one building.

  1. In Basic Console - Desktop > Select Portfolio/Building > Update > Cards Manager > +Create new card
    The New Card page displays with steps to create the card.
  2. Select layout. Choose one of the standard Templates or one of the previously Saved Templates. Template options include:
    • Hero-card-image-top
    • Hero-card-image-left
    • Hero-card-image-right
    • Custom template (HTML) – This template uses HTML code and requires technical, HTML skills. Only Global Admin or Super Client Admin users can create cards using this template.
  3. Add images. Select Image and upload your image.
    • Please be aware of defined Upload Specifications.
      • File type .PNG or .SVG
      • Image file size less than 5MB
      • Dimensions maximum 480w x152h px and minimum 304w x 96h px
    • The required size may vary depending on the layout selected; the image must exactly meet requirements.
    • To add an image that has already been used in another card, change the filename of the image before uploading.
  4. Enter Card details. Enter content details for your card. Fields and character limits vary depending on the template selected. 
    Card Name Only your Admin users can see this title. Give the card a meaningful name that will help others understand what it is for.
    Header Headline that appears on your card. The character limit on this field varies depending on the chosen layout.
    Button Text Enter a brief call to action in the field. The button has a character limit of 16 characters.
    Content Enter a short message. The character limit on this field varies depending on the chosen layout. See the specifications details below.
    Button Link
    This field can handle a website URL, email address, or a click-to-call telephone number.
    • Website URL
      When entering a URL, include the protocol "https" or "http".
      Example –
    • Email address
      When entering an email, enter "mailto:" and then the email address. Example –
    • Telephone number
      When entering a telephone number, enter "tel:" and then include the full international prefix to ensure that it works outside the call origin country. Do not include any spaces or dashes.
      Example – tel: +12015550111.

  5. Preview the card before saving.
    • Global Admin and Super Client Admin roles can select the Save Card as a template checkbox if you want to save it as a template. The card will be available to other Console users within the same organization via the Saved Templates tab of the template library.
  6. Click Save card.
    • The card is saved in Visible Cards and displays on the app.
      Proceed to the next step to assign Targeted Sites.
  7. After a Portfolio-level static card is created and saved, it must be targeted to one or more sites.
    Users can select sites for any buildings they have access to.
    Click Target Sites.
  8. Select the checkboxes for sites where you want to display the card.
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