Page Comparison

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1. Login to your administration panel admin.yourwebsiteaddress.com

2. Goto the browse contact page

3. Find and Log in as the contact that is requesting the portal

   1. This should be the contact that will be considered the owner of the portal

4. Once logged in goto the contacts dashboard - My Account (if you aren't there already)

5. Create an organization

   1. You must first be a member of an organization with the proper permissions. See How To Add New Organization

      1. Setting permissions is briefly covered in How To Add New Organization

   2. If you already have created an organization and want the corporate portal to be managed by that organization, just switch to that organization.
      

6. While still logged in as the contact and with the organization focus that will “own” the portal, from the My Profile > Applications page, click the Request License for App (Corporate Portal) - store.yourwebsiteaddress.com/app/index.html
   
   

   

   1. Storefront must grant access to the customer
      

      

   2. The contact now has access to create portals. The amount of license they have been granted will dictate how many portals they can create. (1 license = 1 portal)

   3. **note if the customer removes an organization that a portal is associated with, the portal licenses will become available to use again and all layouts associated with those portals will be deleted!

   4. **note if the customer removes an individual portal the portal license will become available to use again and all layouts associated with the portal will be deleted!
      
      

7. Add/Invite members(s) to the organization & its portal

   1. Visit the organizations section of your profile to access the organization

   2. Click members next to the organization you wish to invite a member to

   3. Open the Invite Member(s) tab

   4. Enter the member's information and select the portal from the select menu. (This will send an invitation to the member to join the organization and enter the portal.)
      

8. Create the portal and set the portal to inactive (aka unpublished)

   1. Create and design your layouts

      View file
      name builder-mode-demo.mp4 height 250

      
      

9. Share portal link with others!

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