How to Use - ‘Portals’

Overview: Portals is a powerful feature within Elate that enables users to create independently hosted websites to interact with their clients or customers. With customizable modules, flexible access controls, and white-labeling capabilities,

Portals allow businesses to create tailored online experiences that meet the needs of different clients, projects, or services. Whether you’re running a support center, providing services like coaching or project management, or offering a public knowledge base, Portals makes it easy to engage and manage client relationships directly on your branded website.

Key Features:

1. Customizable Modules

Portals are equipped with a variety of modules that can be enabled or disabled based on your needs. These modules include:

• Chat: Engage in real-time communication with clients, providing instant support or answers.
• Attachments (through Channels): Share and manage files within the portal using Elate’s Channels feature, making file sharing easy and organized.
• Tasks: Organize and assign tasks to clients or team members, helping keep track of project progress or client requests.
• Ticketing System: Allow users to submit and manage support tickets, streamlining issue resolution.
• Payroll Vendors: Manage and communicate with payroll vendors, integrating payment and financial management.

Note: Each of these modules can be toggled on or off depending on what your portal needs, making Portals versatile for different business models.

2. Customizable Access & Privacy

Portals can be configured as either private or public.

• Private Portals require users to sign in before accessing content, ensuring that only authorized individuals can interact with the portal.
• Public Portals allow open access to everyone without requiring a sign-in, ideal for knowledge bases, public-facing resources, or promotional sites.

3. White-Label Customization

Portals allow full branding and customization, giving you the ability to create a portal that reflects your company’s look and feel. Customize your portal with your:

• Hero Image: The main banner image that represents your brand.
• Favicon: The small icon displayed in browser tabs.

This ensures your portal aligns with your branding, helping provide a seamless and professional experience for your clients.

4. Custom Domain and Hosting

Portals can be hosted on your own custom domain, allowing you to set a personalized URL that aligns with your business identity. You can choose where your portal is hosted and ensure it's part of your overall web presence.

5. Multiple Portals

Elate allows users to create and manage multiple portals, ideal for businesses with diverse clients or multiple projects. Each portal can serve a unique purpose, such as a client-specific portal for project collaboration or a dedicated support portal.

6. Mobile-Friendly Design

Portals are designed with mobile-first principles, ensuring they are fully responsive and user-friendly on smartphones and tablets. This makes it easy for your clients to access information, communicate, and engage with your portal on-the-go.

7. Notifications

Portals can send notifications to users, alerting them to important updates, tasks, messages, or other actions they need to take within the portal. Notifications help keep users engaged and ensure timely responses.

Authentication and Security:

Portals use a robust authentication system to ensure that only authorized users can access the relevant portals:

• Guests can authenticate into a portal via existing Elate credentials, email, or phone number.
• Non-Elate users can be invited to the portal, after which they’ll complete the necessary sign-up information (email and phone).

Every time a user logs in, their IP address and device information are captured to provide additional security. If there is a need to recover an account (e.g., lost email or phone number), the system will use the last known device or IP address to verify the user.

This level of authentication ensures secure access while maintaining ease of use for your clients and users.

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