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Automatically Informing First-Time Portal Users

When a user accesses the Mavim Portal for the first time, they are automatically registered but may not yet understand how to use the platform. To ensure these users receive the correct onboarding information immediately, you can configure default groups and roles and publish a welcome version of the Portal.

Step-by-Step Configuration

1. Create a 'New Users' Group

  1. Open the Portal as Administrator.
  2. Click the Dashboard button.
  3. Click the Lock icon to access administrative settings.
  4. Navigate to the Groups tab and click New.
  5. Enter a Group Name (e.g., New users) and a Description.
  6. Click Update.

2. Set Default Role and Group

  1. Refresh the Portal.
  2. Go to the General tab.
  3. Enable Use groups.
  4. Set the Default role to either Subscriber or Contributor.

  5. Set the Default group to the newly created New users group.

3. Create and Publish a Welcome Version

  1. In Mavim Manager, create a version of the Portal that includes an explanation or onboarding content.
  2. Publish this version to the Portal and set it Online.

4. Assign Viewing Rights to the 'New Users' Group

  1. Go to the Versions tab in the Portal.
  2. Select the published welcome version and click Edit.


  3. Add the group New users to the version’s permissions.
  4. Click Update.

Note: Versions without assigned groups are not visible to any users. After changing rights, refresh the Portal to confirm visibility.

User Experience

  • First-time users are automatically added to the New users group.
  • They will immediately see the onboarding version upon login.
  • The Portal Administrator can manage group membership and move users to other groups as needed.