Creating and managing portals

Akaash_Amalraj
updated 1 yr ago

Creating a portal from scratch

Creating a new portal inside Kissflow is a straightforward process. As a Super Admin of your account, you can create portals.

Click the Create button ()> Portal from the left navigation bar to create a new Portal. Alternatively, you can create a new portal from the Create from scratch page.
Enter a unique name for your portal. It should be less than 80 characters in length. Give your portal a custom domain address. External users will use the Portal domain URL to access your portal. You can later change this portal domain by going to portal administration.

Once you have created the portal, you will be taken to the development environment that allows you to develop the portal application, which you can share with portal users. Click here to learn more about the different types of environments in an application builder. Once a portal is created, it will be in a draft state until you make it live by deploying the developed portal application.

To learn how to build your application from scratch, read these topics next:

Assigning roles and permissions.
Creating data forms, processes, and boards.
Designing UI with pages.
Building bespoke navigation paths.
Creating components.
Integrating with other applications.
Managing security and settings of the application.

A user with access to your live public portals, not your Kissflow account, is called an external user.

Managing portals

After a portal is created, you can find the portal in the production environment on the Explore page in the Others section. You may add yourself as the admin of the portal. Each enterprise account in Kissflow can create a maximum of 10 new portals, with each portal having a maximum of 10 external users per portal. This allows customers to experiment with building portals and test them by adding external test users. When a customer wants to expose a portal they have created as a full-fledged external portal and add real external users, they may reach out to support for pricing and other details.

Once you have created a portal, you can add other Portal Admins to manage it. Click the Show more button () > Share portal and click + Add Admins to add any user that is part of your Kissflow account to manage this portal. The same user can be the Portal Admin for multiple portals. Portal Admins can enable, disable, edit, or archive a portal. Portal Admin also has permission to deploy new versions of an application inside a portal. Currently, to delete a portal, you have to contact Support. Inside the portal share settings, you can find the different roles created for use inside your application.

Enabling and disabling portals

Once you have built your application from scratch and tested it in the test environment, you can deploy it and publish it live, allowing portal users to log in and access it. Sharing the portal domain URL with the portal users will enable them to create an account and access it. Click Enable portal to enable access to the portal and make it live for portal users.