Getting started with bpm’online portal
Bpm’online portal is available for both on-site and cloud and cloud deployment options. Before you dive into the more advanced portal functionality, we recommend that you have a look at what the default portal functions have to offer.
Bpm’online portal is available out-of-the-box; no additional settings are required.
Optional setup:
1.Set up sections available on the portal. You can add up to 3 custom sections on the portal. Please note that you can only add custom sections if you use the “customer portal” configuration. You can find more details about different portal editions and their features in the “Portal” article. Section adding guide is available in the “Set up portal sections” article.
2.Customize the portal. Personalize the portal to reflect your brand:
•Upload your logo. The logo is displayed on the main page and the login page.
•Provide customer support contact options.
•Add graphs and other analytics to the portal main page.
Learn more in the “Portal customization” article.
3.Set up roles and access permissions. You can group multiple portal users into “portal organizations”, and assign administrators for these organizations from among portal users. Additionally, you can set up access permissions the data available on the portal. Learn more about access permissions on the portal in the “Access permissions on the portal” article.
4.Set up user authentication methods. There are multiple ways you can add new portal users to bpm’online: manually, by importing from Excel, by synchronizing with LDAP, via SSO (Single-Sign-On), via an invitation email, by setting up an independent authentication method. Learn more about adding portal users and the needed setup in the “Users and permissions on the portal” article.
First login
Users can access the portal via an invitation email or by signing up independently (if you enable an independent authentication method). To access the portal, you need to have a portal user account. You can create a portal user account in several ways, see “Portal users” for details. If you need to create only one account, you can do it manually in the bpm’online primary application.
To create a portal user in the bpm’online application:
1.Go to 
System Designer -> [System users].
2.Click [Add] -> Portal user.
3.Select a contact, populate the login and password fields.
4.Save the changes.
As a result, bpm’online will create a new portal user, add them to the “All portal users” role and provide them with a portal license.
Note
The name of the portal license consists of the portal configuration and the main application deployment method, e.g., “bpm’online self-service portal cloud” or “bpm’online customer portal on-site”.
The main application and the portal have two different authorization pages. To log into the portal:
1.Log out of the main bpm’online application (Fig. 1).
Fig. 1 Logging out of the main bpm’online application
2.Add /login/SSPLogin.aspx to the application URL in your browser. Example of a link: mysite.bpmonline.com/login/SSPLogin.aspx. You will be redirected to the portal home page. Study the functionality and move on to the following setup steps.
3.Enter you login credentials and click [Login].
See also
