Overview#
This page covers how to brand the portal, change the text on its Home page, change the columns on its lists and the fields on its detail pages, and change the instructions candidates see on their compliance items.
This page is for your Pump administrator, or the partner who customises Pump for you, and is part of the Pump Portal Admin Guide. Read Before you customise the portal first: make your changes in your sandbox, in your own customisation solution.
Logo, site name and colours#
Video: B6 - Portal styling and branding
All in design studio:
- Logo and site name: select the header, then Edit site header. Set the Site title, upload your Site logo, and give it Alt text for screen readers. The footer is edited the same way.
- Colours and fonts: open the Styling workspace. Pick a theme, set the Color palette to your brand colours, and choose the Fonts. Save applies it to every page.
Note: Use the Styling workspace rather than editing the site's CSS files by hand.
Home page text and buttons#
Video: B7 - Portal pages, forms and lists
In design studio, go to Pages > Home and click any text to change it. That covers the welcome heading, the Compliance items and Placements cards, and their button labels. Changes save as you go.
You can relabel the two buttons, but keep them pointing at the Compliance Items and Placements pages.
The columns on a list#
The candidate's lists, My Compliance Dashboard and My Placements, each show a view. To change a list's columns, change its view:
| Page | View |
|---|---|
| Compliance Items (My Compliance Dashboard) | My Compliance Dashboard - Consolidated Candidate View (Compliance Item) |
| Placements (My Placements) | My Placements - All (Placement) |
- In design studio, open the Data workspace > the table (Compliance Item or Placement) > Views. The cards at the top show which views the site uses and on which page.
- Open the view, then add, remove or reorder columns, or change the sort.
- Save and publish, then Sync and check in Preview.
You can change: columns, column order and sort.
Leave the view's filters alone. They hide items that are inactive, items staff have hidden with Show in Portal = No, and items for a placement, offer or application that didn't go ahead. Removing them would show candidates items that were meant to be hidden.
Leave the page's Custom CSS alone too (on the Compliance Items and Placements pages, under Advanced). It makes the lists show every row and keeps the search box on screen on a phone. Add your own CSS below it rather than replacing it.
A candidate only ever sees their own records, whatever the view shows. That's controlled separately (see Leave these alone).
The fields on a detail page#
The detail pages show forms:
| Page | Form |
|---|---|
| Compliance Item Detail (item needs a document) | Portal Form - Candidate (Compliance Item) |
| Compliance Item Detail (no document needed) | Portal Form - Candidate - Complete Without Document (Compliance Item) |
| Placement Detail | Placement Detail - Candidate View (Placement) |
To add or remove a field:
- Open the form, from design studio's Data workspace > the table > Forms, or from Power Apps.
- Add or remove the field, then Save and publish.
- Sync in design studio and check the page as a test candidate.
Points to watch:
- Don't rename these forms (or the matching basic forms in Power Pages Management). The pages load them by name, so a renamed form makes the page fail.
- On the Compliance Item forms, keep Status Reason and Processed By as they are. Submitting an item depends on them.
- A new field may show blank. Candidates can only read fields Pump has allowed them to. If a field you add stays blank, ask Pump to allow it.
- The rest of each detail page is page code, not the form: the instructions, the upload area, the Documents panel, the Role line, and Placement Detail's rates and compliance lists. Leave it alone (see Leave these alone).
Instructions and button text#
You don't need to change any page to change what candidates are told:
- For one kind of item: on the Compliance Item Template, set Portal Instructions (Override). The candidate sees it under the general instructions. For items that need no document, set Complete Button Label too, for example "I Agree". If it's blank, the button reads Complete.
- For every item: change the site settings in Site-wide settings.
Note: Keep a template's Document Required and its instructions consistent. Write upload wording ("Please upload…") only on templates with Document Required = Yes. On templates with Document Required = No, the candidate can't upload anything, so say what they're confirming or agreeing to instead, and set a Complete Button Label to match. Items copy Document Required from their template when they're created, so changing a template doesn't change existing items.