Customer portal

Portal

The portal is a bpm’online platform component, whose main purpose is to implement self-service process 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 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 configurations” article.

The portal is a separate workplace, where a user is 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 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.

The list of sections available for portal users differs depending on which portal edition is used. For example, in the bpm’online service products, you can use the self-service portal functionality. That is why its users can access the [Portal Cases] and [Portal Knowledge base] sections, which enables users to register cases to the support on their own, control case resolution and search for information.

Bpm’online portal documentation covers the following general topics:

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

  • Working with 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 configurations

Managing the portal

Working with portal

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