Overview
The Portal for Case Management provides a streamlined experience for internal users who don't need access to the full Element451 platform. Portal users can view a list of students, submit Alerts, and track the status of Alerts they have created.
When an admin adds a new internal user to Element451, they choose whether the user is a Platform user (full Element451 access) or a Portal user (lightweight Portal UI only). Portal users log in at the same Element451 URL as Platform users and are automatically routed to the Portal interface. To learn more about adding and managing internal users, click here.
Accessing the Portal
Portal users log in through your institution's Element451 URL (for example, yourinstitution.element451.io) using their standard credentials. Element451 detects the user's type and routes Portal users to the Portal UI on login.
My Students Tab
⚠️ Note: Student visibility restrictions (limiting Portal users to only the students they have a relationship to) are planned for a future release. At this time, visibility is not restricted and all students will be visible in this list.
The My Students tab is the default view and displays a paginated list of students.
The table includes the following columns:
Name
Email
Course/Section
Location
Alerts (a count of Alerts on the student)
Above the table, use the toolbar to:
Toggle between All Students and With Alerts to filter the list.
Search by name or email using the magnifying glass icon.
Page through results with the pagination controls.
Viewing a Student
Click a student's name to open the Student Details side sheet with two cards:
Information: Name, Email, Phone, and Location
Alerts: A list of Alerts associated with the student, with controls to search, filter (see Advanced Filter below), or add a new Alert
Submitting an Alert
There are two ways to submit Alerts from the Portal: one Alert for a single student, or a bulk submission that creates one Alert per selected student.
Single Alert
On the My Students tab, click the student's name to open their drawer.
In the Alerts card, click the + icon.
Fill in the New Alert form (see fields below).
Click Submit.
Bulk Alert
On the My Students tab, select the checkbox next to each student you want to alert. A "n Selected" counter appears in the toolbar.
Click the + New Alert button in the page header.
The New Alert form opens with each selected student pre-populated as a chip in the Contacts field, along with the helper text "Each contact will receive their own alert."
Fill in the New Alert form.
Click Submit. Element451 creates one Alert per selected student.
New Alert Form Fields
Contacts
Alert Type (required)
Priority (required)
Assignee
Description
Due Date
My Alerts Tab
The My Alerts tab is the Portal user's personal work list. It lists Alerts the user has created.
The table includes:
Name
Contact
Alert Type
Course Sections
Resolution
Reviewer
Above the table:
Toggle between Active and Inactive Alerts.
Use the search and filter icons to narrow the list.
Viewing and Editing an Alert
Click an Alert row to open the Alert detail side sheet:
Resolution card: Update the Reviewer, Due date, and Resolution status (Triage, In Progress, Dismissed, Resolved, or Escalated to Case).
Information card: Update the Alert Type, Priority, Related Course, and Description.
Discussion card: Add notes to track collaboration on the Alert.
Edits save in place as you make them.
Advanced Filter
The Advanced Filter modal is available using the funnel icon in both the student details side sheet and the My Alerts tab. Filter options include:
Alert Type
Reviewer
Due Date
Due Date Range
Contact
Click Apply Filters to apply, or Clear All to reset.
What Portal Users Can and Cannot Do
Portal Users Can:
View students in the My Students list
Submit Alerts individually or in bulk
View and update Alerts they have created
Add comments/notes to their Alerts
Filter and search students and Alerts
Portal Users Cannot:
Access the full Element451 platform
View or interact with Cases or Case work (Tasks, Conversations, etc.)
Access Case Management settings or configuration
⚠️ Note: Portal users can only view and edit the details of Alerts they have created. Alerts created by other users may contribute to a student's Alert count in the My Students table, but those Alerts are not accessible from the Portal.
For Admins: Setting Up Portal Access
When adding a new internal user in Element451, admins choose between two user types:
Platform: Full Element451 platform access.
Portal: Lightweight Portal UI only.
Once created as a Portal user, the user automatically sees the Portal interface when they log in.
⚠️ Note: At this time, Element451 does not support bulk user management, but it is on the roadmap for a future enhancement.