Portal admins have access to the Portal settings tab on the portal administration screen. From here, you can view and customize your portal domain name, change the portal logo, apply format settings to the portal, and manage portal security.
Portal name and domain
While setting up the portal, you would have given a name for your portal and a unique portal domain URL. You can change the portal name and domain at any time, but if another portal that's part of your Kissflow account uses a particular domain URL, you cannot use that URL.
If you change the domain address yourself, Kissflow will automatically redirect the old domain to the new one, and all portal users will be locked out and notified. However, your former domain will become available to register by another organization. If it is claimed by someone else, your old domain will no longer redirect.
Your organization’s logo is your default portal logo. It will appear on the sign in screen and certain product emails. You can also change it to a customized logo.
We recommend you use a rectangular logo that is 240 X 36 pixels. The logo file must be less than 250 KB and in JPG, PNG, or SVG format.
As a Portal Admin, you can control your portal's default settings that impact how data is formatted and displayed.
Portal time zone: Your portal's time zone is considered when you configure a scheduled action in integrations or include a deadline in a workflow. All data will be matched to your portal's time zone. You can select a timezone using the map or directly from the dropdown. You can zoom in and out of the map to see all available time zones worldwide.
Language: Choose the primary language for your portal account. Kissflow is currently offered in English, Simplified Chinese, Italian, Korean, Japanese, Spanish, Brazilian Portuguese, French, German, Russian, Vietnamese, Thai, and Arabic.
Date format: You can choose a data format of your choice. This will adjust the formatting of your portal's number, date, and date-time fields. Here are the data format options provided by Kissflow:
- Local (based on your browser settings)
- US (D/MM/YYYY)
- European (MM/D/YYYY)
- ISO (YYYY-MM-DD)
Number and currency format: Local number and currency conventions are automatically discovered from the browser settings. Numbers will always automatically be formatted based on the user's local conventions by default.
An individual user's preferences can override the portal’s timezone, date and time format, and language.
Click Save when you are done.
Manage how users sign in
Your portal is assigned a unique URL that can be used for signing in. On the sign-in page, portal users can enter the email address and password they set up during the initial sign-up or after a password reset.Kissflow also supports OAuth-based sign-in for Google and Microsoft accounts.
Manage how users sign up
Rather than individually inviting new users, you can choose to make your portal sign-up process globally accessible by sharing the custom sign-up URL. You can access Sign-up preferences under Portal administration and enable the Allow new signups option.
Anyone who visits this URL will be prompted to add their name and email address. Then, Portal Admins will be notified to approve the sign-up of the user. Choosing No approval needed will allow portal users to sign up directly without the approval of the Portal Admin. As a Portal Admin, you can manually choose the portal user from the Portal user tab and click the Activate button to provide an active license to the portal user.
If you want to disable future sign-ups via this URL for new users, disable Allow new signups and click Save.
Deployment history allows you to track the different version changes deployed while building the portal application. If multiple users are building the same application, it will show the details of who deployed a particular version and when it was deployed. You can learn more about it here.
- 7 mths agoLast active