Navigate to Customer portals and click on + Create portal.

Complete the form with the relevant information about your customer, upload a logo (it will be displayed when they login) and select the content bundle you want to make available for them, before clicking Create portal.

Disclaimer: Only existing bundles will be available to select, you can add bundles

You can optionally add additional Admin users to help manage the portal. The creator of the portal will automatically have Admin rights. Alternatively, if you're not ready to add an Admin you can add them later.

Top tip:
As the creator of the portal with associated Admin rights, you are able to use this level of access to assist your customers in creating apps to generate API tokens, to ensure a seamless onboarding process for them.

Disclaimer: Admin users added will receive a welcome email a few minutes after you finish creating this portal.

To edit an existing portal, you can either:
1. Click on the URL (this will take you to the portal), then you can action this from within the ’settings’ in the dropdown in the top right-hand side
2. Click on the ellipsis (…) and choose from one of the available options

Quick links:

  • How to create a bundle

  • How to add more admin users

  • How to manage content

Did this answer your question?