Intro to Portals

Updated: October 11, 2020

You can use portals to create accounts for end-users where they can log in, use your apps, and view/use data from your database. You can customize the portal experience for each user.

As soon as you have apps and a database, it easy to set up a one-size-fits-all portal. It is a bit more advanced to create a personalized portal experiences for each user. This lesson will teach you everything about portals except building personalized experiences (for that, read here).

Want to see what a portal looks like? Check out this demo:

View portal demo

If you want more guidance on building a portal, check out our How to Build a Portal tutorial.

Add a logo to all portals

One logo can be shared across all portals (you can't have unique logos per portal). To add a logo, simply click 'Upload logo' on the Client Portal tab of your Afterpattern account.

Portal settings

After you click 'create new portal' you will see the Client Portal configuration page. From here, you can configure your Portal's settings, including:

  • Client Portal name: This is only for internal purposes. End-users will not see the Portal's name.
  • Sign ups: How people will be able to sign up to your portal.
  • Sections: Create sections that can be used across all Portals. When you add Apps and Workbase Connections to your Portal you'll decide what section they should go in, so you must have at least one section.  

Sign ups

There are up to two ways you can allow people to sign up to your Portal:

Manual: This allows you to manually invite people to your Portal. This option is always available.

Auto: This created a publicly available sign up page where anyone can create an account on your Portal.

Details about your users

You can view details about your users on the administrative page for a specific portal:

You will not be able to view your users password (for security reasons). If you users forget their password, they can reset it from the log in page to your portal:

Charging your users

Whether you choose manual or manual + auto sign ups, you can always require people pay a fee in order to create an account. Fees can be one-time or monthly subscriptions.

You must use Stripe to collect Client Portal sign up fees.

Adding Apps

After you activate an App, you can add it to your Client Portal. On the Portal configuration page, select your activated App, select the Portal section you want to add it to, click "add" and be sure to click "save changes":

You can add more than one App to a single section.

App logos and descriptions

By default, every App you add to your Portal will come with a logo. You can edit this logo and the short description of your App as it appears in your Portal: 

To edit the App's logo and short description you need to edit the App itself. Go to App Builder for that App, go to Publication > Edit App Page. Make changes to 'Short description' and 'Thumbnail image' (lastly, be sure to click "save"): 

A brief intro to database connections

After you create a database, you can display some or all of the data to the users of your portal.

In this lesson, you'll learn how to display all database data to all portal users. In the next lesson, you'll learn how to filter what data is visible on a per user basis.

Step 1. Add a database connection

Select what database you want to connect, select which table in that database, and lastly what portal section you want to add it to. Be sure to click "save": 

Step 2. Decide what permissions you want to give users regarding your data

Click 'View permission' and you can edit the following:

  • Whether or not Portal users are able to delete records (i.e. rows) from your database
  • For each column in your database, you can decide whether it's (a) hidden; (b) view only; or (c) viewable and editable.
  • Whether or not you want to include the "app toolbar" for this database table
  • Lastly, you can add a filter so that certain portal users only see certain data (learn more about database connection filters here)

What is the "App toolbar"?

This is an optional feature you can add to your database. Read more here. In a nutshell, you can attach apps to a database (there are many benefits to this). If you attach apps to a database, that database has an "app toolbar" and you can choose to include the toolbar in your portal database connection.

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