Configure the browse card for organization profile page using the UI
Important
Only Organization administrators can configure the browse card for organizations.
This topic provides a walk through for configuring the browse card on the organization profile page using the UI. The process involves navigating to the browse card settings, adding tabs and sections, linking resources, and finalizing your changes.
Configuring the browse card
To configure a browse card:
On the Organization profile page, browse to the Settings tab, Browse card section.
On the Browse card page, you will find a starting tab labeled Featured. You can start the browse card configuration by editing this tab. Alternatively, to add a new tab to the browse card, click the Add tab button.
In the Tab title and Tab subtitle fields, provide a title and optional subtitle. For subtitles, you can use the rich content editor editor for rich text descriptions.
Important
You cannot save empty tabs as they require at least one section with a configured link to be saved.
Next, click the Add section button to add a section to the tab.
In the Section title field, provide a title for the section. If you want to make your title as a link to the resource, click the Make selection title a link option. Do one of the following:
To link external resources, in the Path field, provide the URL link of the external resource. Click Save changes.
To link internal resource, click Search for a different resource. Search your resource in the Resource field. The field shows search results as you type in it. Locate the resource from the dropdown menu. Click Save changes. Use Limit search results to this organization option to narrow the search results search results to the organization you are in.
Next, add links to the section.
On the section page, use the Add resource link field to add links to the section. Do one of the following:
To link internal resource, search your resource in the Add resource link field. The field shows search results as you type in it. Select the resource from the dropdown list. Use Limit search results to this organization option to narrow the search results to the organization you are in.
To link external resources, click the Add manual link link. In the Add browse card link window, provide the title and in the Path field, provide the URL link of the external resource. Click Done.
As you add links, they start getting showing in the Section links section of the configuration page. To reorder links in a section, drag and drop the links to their new position.
In the Preview section of the page, you can see the preview of your Browse card even before saving it.
Click the Apply changes button. Changes will be applied immediately for all users of the organization.
Click the Reset button to reset the browse card to the previous saved state.
Editing the browse card
To edit a browse card:
To edit a link, simply click the link in the browse card. It opens the Edit browse card link window where you can provide details about the new link.
To delete a link, drag and drop the link on the Delete button. When prompted, confirm the deletion to complete the process. You can also delete links by clicking the Delete button in the Edit browse card link window.
To reorder links in a section, drag and drop the links to their new position.
To move the link to a different section, drag and drop the link to a section. This moves the link to the new section. You can now go to the section and reoder the links to place the new link at the correct place.
To delete a tab or section, drag and drop the section or tab on the Delete button. When prompted, confirm the deletion to complete the process.
Click the Revert button to reset the browse card to the previous saved state. All the changes made to the browse card in the session are reverted.
Click the Apply changes button to save the changes.
To remove the browse card, simply delete all the tabs from the browse card and save it.
View the results 🥳
Once configured, go to the Organization profile page to view the updated browse card. Click through the tabs and sections to access the linked resources.
