Introduction:

The login portal is more than just an entry point – it's the first impression users have of your digital platform. As a Super Admin, you hold the key to crafting a seamless and personalized experience. This expert guide is designed specifically for Super Admins, providing a detailed roadmap to configuring the install login page and portal settings, and unlocking a tailored experience that sets the tone for user engagement.

Accessing Login Portal Setup:

Begin by accessing the login portal setup interface as a Super Admin user. Please visit the URL -  installurl/setup/login/portal. This interface allows customization of the login page layout, including style selection, logo placement, and background imagery.

Choosing Layout Style:

Within the login portal setup, Super Admins have the option to choose between two layout styles: Style 1 (Left-Aligned) and Style 2(Center-Aligned). Style 1 features a left-aligned login and password section, while Style 2 centralizes all options. Select the preferred style and save the layout to apply changes.

Customizing Logo and Background:

Customize the login portal by uploading a logo of your choice. Super Admins can select from previously uploaded images or upload a new logo. Similarly, the background image can be changed to enhance the visual appeal of the login page.

Adding Heading and Subheading:
Enhance the login page further by adding a heading and subheading and selecting button colors. Super Admins can enter a subheading of up to 25 characters and customize its color, along with button colors for visual consistency.

Updating Form Border and Button Color: 

You can update the form border and button colors of the login box.

Partner Registration Options:
Configure partner registration options to control the visibility of the registration button on the login page. Choose from three options: None, Inbuilt Registration Process, or External URL. Customize the registration process according to organizational requirements.

Shoutout Message:
Provide a personalized message, known as a shoutout, to users on the login page. Super Admins can enter a message to be displayed, offering information or instructions to users accessing the platform.

Footer: 

You can add the footer text on the login page.

Saving Login Portal Settings: 

After making desired changes to the login portal setup, ensure to save the settings to apply modifications effectively. Verify changes by refreshing the page and reviewing the updated login portal layout.

Conclusion: 

Super Admins can efficiently configure and install login page and portal settings, facilitating a seamless and tailored user experience within the digital platform. Effective customization enhances user engagement and fosters a positive interaction environment.

Feature Update:

This update adds a Register Domain field to the organization export reports. This field displays the domains registered for each organization, making it easier to track and manage partner-related information.

Steps to View and Export the Registered Domain Field

1. Navigate to Organizations

• Setup→ go to the Organizations section.

2. Confirm Registered Domains

• Click on an organization’s registration details to see the domain information.

• Each organization’s domain(s) will now appear under the “Register Domain” field.

3. Export to Excel

• While on the Organizations screen, locate the Export to Excel (or similar export option).

• Click Export to Excel to generate a spreadsheet containing the organization details, including the Register Domain column.

4. Review the Export

• Open the exported file to view the Register Domain column.

• This column lists all domains associated with each organization, aiding in both internal record-keeping and partner management.

Conclusion:

By including the Register Domain field in the Organization export report, you gain immediate visibility into the domains registered for each organization. This simplifies domain tracking, streamlines reporting, and ultimately enhances your organization’s ability to manage partner data effectively.