Portals
Portals are used to manage your business verticals independently. By default, the application is configured with only one portal.
To add a new portal:
1. Click Global Settings and then click Add Portal.
2. Now, provide details such as Portal Name, Portal Description, select portal owner, and add license.
3. Finally, click Create.
Portal Status
New: All newly created portals will have the Status marked as New. The portal can be accessed only by the portal owner.
Pre-production: When the portal owner accesses the portal for the first time, the Status changes to Pre-production. The portal can be accessed only by the portal owner.
Production: After making all necessary configurations and applying the license, the portal owner can change the status to Production.
Retired: When portal operations have to be ceased permanently, the portal owner can move the status to retired. The portal becomes read-only and can be accessed only by the portal owner.
License Expired: When the associated license is expired, the portal status is automatically changed to License Expired. Once the new license is applied, the portal status is moved to the previous status (Pre-production or Production). The portal becomes read-only and can be accessed only by the portal owner.
You can perform all portal-related operations under Global Settings.
To view all portals, click Global Settings.
To edit portal details, hover over the portal description box and click the edit icon. Make necessary changes and then click Update.
To delete a portal, hover over the portal description box and click the delete icon.
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