infoRouter portals allow users and administrators to expose important documents to customers, employees and partners over the web.
Follow these easy steps to create a new portal:
  1. Navigate to the "Control Panel"
  2. Click on the "Portals" link.
  3. Click on the "New Portal" link from the tool bar.
  4. In the "New Portal" window, perform the following

    • Select a "Template" portal from the "Model Portal" drop down control.

      The default template that is used when creating a new portal is called "Template". You may choose any of the available portals as your starting point by selecting it as your "Model Portal".
    • Enter a "Name" for the new portal.
    • Click "Ok" to create the new portal.

Setting up Portal Administrators:

The System Administrator may assign "Portal Administrators" to manage the day-to-day maintenance of portals. Portal Administrators can edit portals, design the layout of portals, revert back to previous versions.

To setup "Portal Administrators", navigate to the portal and click on the "Management" link located on the bottom of your portal screen. Remember, this link only appears to existing Administrators and the System Administrator.
  1. Navigate to the "Control Panel"
  2. Click on the "Portals" link.
  3. Select the portal to which you wish to assign administrators.
  4. Click on the "Portal Administrators" link on the toolbar.
  5. The "Portal Administrators" window will appear.
  6. Click on the "Add Administrators" button.
  7. Select one or more users from the list that appears.
  8. Click "Ok" to add the selected users as administrators.

Next Topic is Desiging Portals





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