Intranet works very similarly to the existing Pages functionality, with the primary difference being who is assigned. Whereas normal Pages are assigned to Clients and Prospects, Intranet Pages are assigned to internal staff users (Admins, Managers, Teammates, etc). This allows you to create an internal repository for training documentation, links, and other resources for your staff to access. To create a new Intranet Page, just navigate to Settings-->Intranet-->Add New Page

From there, you will be presented with a form with several fields to fill out

Assign Staff

Use this field to assign desired users to the Page. Users who are defined as either Master Account, Admin, Project Manager, Office Manager, Teammate, or Salesperson can be assigned to Intranet Pages.


Use this field to assign the Page to a Category. You can also optionally use the + button next to the field to quickly create a new Category if you don’t already have one created that you need. From the assigned staff side of things, the assigned Category will serve as the title for the first level menu navigation tab. Your staff will see this choice in their navigation under "Intranet"


Use this field to define the main title for the Page. This title will appear in several places, such as in the Settings-->Intranet-->Manage Pages  admin table, as well as at the top of the page when any assigned user is viewing the Page.

Menu Title

Use this field to define the menu title for the Page. This is the title that will be used to link the Page inside the dropdown menu that displays for staff when they hover over the main “Intranet” top menu item. Generally, you will want to keep the Menu Title short (just a few words), so it will look nice in the menu.

HTML Content / Hyperlink

Use this field to choose if you would like to build the content of your Page via HTML or visual editor, or if you would like to make the Page simply be a direct hyperlink to a desired external webpage.

If you choose to create the Page via "HTML Content", you will be able to use the additional "Body" field to build the Page content. Basic text can be entered, or you can copy/paste more complex content from other sources. Additionally, you have the option to create the page content entirely using HTML, by clicking the “<p> Source” button in the left corner of the editor toolbar.

Alternatively, if you choose "Hyperlink", you will be presented with fields for entering your direct Hyperlink URL, as well as an option of if you would like the Hyperlink to open in the same tab, or new tab, in the assigned user's browser. If using the Hyperlink option, you can simply paste your desired URL into the first box, and the assigned staff will have this direct link as part of their "Intranet" top navigation dropdown menu.

When the Page is created and assigned the way you like, just click “Save”. Assigned staff users will be able to login and view it immediately.