Setting Up the Portal
The portal runs on its own web address and carries your branding rather than ours. Wiring it up is done once, usually when your company is created, and is a matter of a domain, a tenant record and a few settings. This page explains what those parts are, so you know what to ask for and what you are looking at.
The parts
| Part | What it is |
|---|---|
| Portal domain | The web address people sign in at. |
| Tenant record | What tells the portal which company a visitor to that address belongs to. |
| Branding | Your name, logo and colours, applied per tenant. |
| Portal logins | The people who may sign in. See Portal Users. |
The domain and tenant record are set up for you. The logins, the announcements and everything on the Portal page are yours to manage.
Branding
The portal is served with a branded shell per tenant: your customers and staff see your identity, not the software's. Logo and colours follow your company theme setup, so the portal matches the rest of what you present rather than being styled separately.
Web and app
| Route | Notes |
|---|---|
| Web | Any modern browser, on a phone as well as a desktop. Nothing to install. |
| App | The portal app, which adds tray notifications and works better for staff clocking in. |
Both reach the same data with the same login. The web route is the one to lead with when you roll out — asking people to install something before they have seen any benefit loses most of them.
Rolling it out
| Step | Why |
|---|---|
| 1. Start with one audience | Employees usually, because the benefit is immediate and the audience is captive. |
| 2. Create logins for a handful of people first | Find the setup problems on people who will tell you rather than on your largest customer. |
| 3. Check what they actually see | Particularly the account page — wrong-looking details there undermine confidence in everything else. |
| 4. Announce it in the portal | An announcement is the first thing a new user should find. |
| 5. Watch the Overview | Never Logged in two weeks later tells you whether the invitation reached anyone. |
Demo logins
A demonstration login can be provided so the portal can be shown without using a real customer's or employee's account. It is the right way to demonstrate — showing a prospect a live customer's invoices is a data protection problem, not a sales technique.
Everything the portal shows is read live from the ERP with the signed-in person's scope applied. There is no export, no copy and no overnight sync to go wrong, which is also why a correction you post in the ERP is visible to them immediately.