> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oncanary.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Request Portals

> Create a public intake form and share it by link or QR code.

A Request Portal is a public Request form with its own link. Anyone who has the link can submit an issue without a Canary account, making portals useful at equipment, shared spaces, service desks, and customer-facing locations.

Requests and Request Portals must both be enabled for a public portal link to accept submissions. Admins manage portal configuration.

## Create a portal

1. Open **Settings** → **Request preferences**.
2. Under **Request Portals**, select **Manage Request Portals**.
3. Select **New Request Portal**.
4. Enter a **Portal Title** and optional **Welcome Text**.
5. Add a **Portal image** and **Description placeholder** when they help requesters identify the right form and provide useful context.
6. Configure the form fields and routing.
7. Review the **Live preview**.
8. Select **Create Portal**.

## Configure the form

Every portal collects a Request Title. For the other fields, use **Visible** and **Required** to shape the intake experience:

* Location
* Asset
* Description
* Contact Information
* Pictures
* Files
* Organization-defined custom fields

For Location and Asset, choose **All available options** or **One fixed option**. A fixed location or asset works well for a QR code mounted at a known site or machine.

Use **Assign To** to route every portal submission to a review team. The Request detail records which portal created it.

## Configure requester updates

Turn on **Let requesters choose to receive email updates about their requests** to show an opt-in on the public form. Choose which events can generate updates:

* Request Created
* Request Approved
* Request Declined
* Request Completed

**Limit requester identification to email only** makes the contact field email-specific. **Support Contact Settings** adds a contact address to the portal for people who need help.

## Share a portal

1. Open the portal's actions.
2. Select **Share Portal**.
3. Use **Copy Link** for digital sharing.
4. Use **Print QR Code** or **Download QR Code** for signs and equipment labels.

People who submit through the portal see **Request submitted** after Canary receives the Request.

## Edit or delete a portal

Open a portal, update its settings, and select **Save Changes**. Changes apply to future submissions.

**Delete** stops the public link from accepting Requests. Requests already submitted through that portal remain in the Request workspace with their provenance and review history.