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Login to your administration panel admin.yourwebsiteaddress.com
Goto the browse contact page
Find and Log in as the contact that is requesting the portal
This should be the contact that will be considered the owner of the portal
Once logged in goto the contacts dashboard (if you aren't there already)
Create an organization
You must first be a member of an organization with the proper permissions. See How To Add New Organization
Setting permissions is briefly covered in How To Add New Organization
If you already have created an organization and want the corporate portal to be managed by that organization, just switch to that organization.
Still logged in as the contact and with the organization focus, from the My Profile > Applications page, click the Request License for App (Corporate Portal) - http:// store.yourwebsiteaddress.com/app/index.html
Storefront must grant access to the customer
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)
**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!
**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!
Add/Invite members(s) to organization & portal
Visit the organizations section of your profile to access the organization
Click members next to the organization you wish to invite a member to
Open the Invite Member(s) tab
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.)
Create portal and make portal inactive (aka unpublished)
Create and design your layouts
View file name builder-mode-demo.mp4 height 250
Share portal link with others!
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