2. Creating and Managing Corporate Portals

Before Corporate Portals can be created they must be activated and enabled on the storefront (and/or hub). Visit the Corporate Portals main page for more info.

This guide provides instructions for how to create a new corporate portal as well as add and edit layouts for the portal. Corporate portals can only be managed from a client, or customer’s storefront perspective.

Step-by-Step Guide

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.
      
      

   3. NOTE: When creating a Corporate Portal the portal is subject to the payment terms set for its parent organization.
      
      

      Open

      

       

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
   
   

   Open

   

   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

      1. When you are creating a layout in builder mode as an administrator the side determines if it will be visible to the users basically on the selection page. A front can still be assigned as a back in a group or a front. The backs just will not be visible to users ordering until they are asked to select a back on a double sided layout with which it is grouped.

      2. You need to create a group to have a 2 sided layout for users to select a back for, so once a front and a back layout is created in builder mode on the design selection screen click the front layout and then "Edit Layout Groups" from there they can create a group. You can have multiple backs in a group and you can use layouts in multipe groups.

      3. After creating a group when you are logged in as a user and not in builder mode when you click on the front layout and you have a double sided product it will show the back options to choose from.

      4. The font color is the A button in the designer.

9. Set your portal to active and share the link with others!

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