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Creating and Managing Portals

Organizations can maintain an unlimited number of portals to support a wide variety of processes including managing the various identity types. Each portal can contain its own authentication directory, password policy, registration processes, as well as overall look and feel.

Creating a Portal

From the Admin Console:

  1. Select Collaboration in the left navigation.

  2. Select Portals.

  3. Select + Portals button.

  4. On the New Portal page, enter the appropriate values for each field.

    1. Name: enter the name for the portal.
    2. UID: is system generated unique identifier, it cannot be changed after the portal is created. During creation, Administrators can accept the default or choose to specify this value.
    3. URL: enter a subdirectory name for the URL. For example, if “Physicians” is entered in this field, the portal address would be www.yourcollaborationdomain.com/Physicians.
    4. Inactivity timeout (minutes): enter the amount of time (in minutes) an inactive user in a portal session will be logged out.
    5. Retries: enter the number of failed attempts allowed before the account will be locked out. This setting applies to failed login, security questions, verification code attempts.
    6. Logo: select an image to display on the portal.
    7. Login workflow: select the workflow created to facilitate the login process. This can be set later if no workflow has been created yet. Refer to Login Workflows to learn more.
    8. Password recovery workflow: select the workflow created to facilitate the password recovery process. This can be set later if no workflow has been created yet. Refer to Password Reset Workflows to learn more.
    9. Registration workflows: select one or more workflows you've created to facilitate the registration process. These workflows are displayed in the form of registration buttons on the Portal Login page. If no workflows have been created yet, the registration workflows can be set later. Refer to Registration Workflows to learn more.

  5. Select Create.

Once the portal has been created, administrators can configure additional components.

Editing a Portal

From the Admin Console:

  1. Select Collaboration in the left navigation

  2. Select Portals

  3. Select the portal to modify.

  4. Edit the appropriate information on each tab.

INFO Tab

The INFO Tab contains the information the administrator entered during portal creation. All fields can be modified except for UID.

SSO Tab

Single Sign-On (SSO) access can be enabled for the portal.

  1. BASIC SETTINGS

    • SAML SSO: toggle on or off to enable or disable the SSO feature
    • SSO Name: sets the name for the button on the login dialog box that permits users to login via SSO. For example, “SSO” is entered as a value, the button would be displayed as “Login with SSO". This name cannot be changed after it is saved.
    • SSO Only: hides the user name and password fields from users who are signing in, requiring them to authenticate using your SSO provider. If you have users who aren't a part of your SSO provider who need to sign in, do not enable SSO Only.

  2. SERVICE PROVIDER

    • Domain: enter the SSO domain
    • SP Entity ID: enter the unique identifier for the service provider
    • Name Attribute: enter the attribute the SSO provider uses for Name
    • Email Attribute: enter the attribute the SSO provider uses for Email
    • Groups Attribute: enter the attribute the SSO provider uses for Group

  3. IDENTITY PROVIDER

    • IDP Login URL: enter the URL the SSO login button will redirect users to when selected
    • X.509 Certificate: enter the digital certificate issued by the provider
    • Fingerprint Algorithm: select rsa-sha1 or rsa-sha256
    • IDP Logout URL: enter the URL that log out button will redirect users to when selected
    • Certificate Fingerprint: enter the fingerprint that corresponds with the public key provided by your SSO provider

    Alternatively to entering the IDENTITY PROVIDER information manually, administrators can choose to upload the metadata.xml in the Import File field.

  4. Select Save.

ROLES Tab

The ROLES tab displays Portal Group Roles assigned to a portal. Refer to User Roles to learn more.