Customer portal

Bpm’online portal

The portal is a bpm’online platform component, whose main purpose is to implement self-service processes for your customers and partners. You can also use the portal to organize the work of internal users if you need to restrict access permissions to functionality of the primary application.

Note

In bpm’online, the portal functionality is licensed separately. To license a portal on your application, request the licenses from the bpm’online support, then import the portal licenses and distribute them between the portal users. Learn more about licensing in the “Software licensing” and “License distribution” articles.

There are two editions of bpm’online portal – self-service portal and customer portal. The  main difference between the two is the list of sections available for portal users. Learn more about bpm’online portal editions and their features in the “Portal editions” article.

The portal is a separate workplace, where portal users are redirected after performing authorization via standard authorization window. 

Note

Learn more about authorization in the How to access the portal article.

Bpm’online portal consists of the main page (Fig. 1) and a list of sections that were made available to the portal users. The contents of the main page is customizable. For more information about the portal main page, please see the “Working with the portal main page” article.

Fig. 1 Example of the portal interface

scr_chapter_portal_main_page_example.png 

The list of sections available for portal users differs, depending on which portal edition is used. For example, in the bpm’online service products, self-service portal users can access the [Cases] and [Knowledge base] sections ([Portal Cases] and [Portal Knowledge base]). This enables service portal users to register support tickets on their own, monitor case resolution and search for answers in knowledge base.

Bpm’online portal documentation covers the following general topics:

  • Portal editions – information about functionality and the different portal editions, as well as bpm’online products that are used with every edition.

  • Working with the portal – a short guide for portal users. Learn how to register and log in to the portal, change and restore password, customize the displayed information, search for knowledge base articles, as well as how to work with cases.

  • Managing the portal – a step-by-step guide on the portal setup. The article covers the ways and the processes of registering portal users, distributing licenses and setting up the portal main page. This topic also contains a separate guide on how to add and configure sections on the customer portal.

  • Self-service portal – the article about the portal in the development guide.

Contents

Portal editions

Working with the portal

Managing the portal

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