Portal Manager
The Portal tab allows the admin to set the Login page title, sub title, Background Image, enable/disable Self Signup, upload Terms & conditions, setup the Self Sign up configurations, create Plans to be used by the Paywall enabled users and customize the Email signature for system generated emails.
Select the Portal Manager tab from the Captive Access Network Homepage.
Portal Manager
The Global Configurations section enables the admin to set configurations for all the organizations and sites.
The Site Configurations section enables the admin to set specific configurations for each site.
Important notes:
The site configurations will take precedence over global configurations.
But for the sites / access networks that do not have any site configurations set, the global configurations will be applied.
Global Configurations
The Global Configurations section shows the configuration set globally for all organizations and sites.
The table shows the following information:
Site - This config is set for All Sites
Access Networks - This config is set for all Access networks.
Portal Name - The default name set for the global portal.
User access types - The types of user types enabled under this global configuration.
Plans - The plans that are associated with this global configuration.
Paywall - States whether Paywall is enabled/disabled for this global configuration.
Actions - Click the
Edit Portal icon under the actions column to edit the global configuration. The Edit Portal dialog box opens.
The Global Configuration can be edited in the Edit Portal dialog box.
Global Configurations - Edit Portal
Portal Config
The Portal Config option from the left menu bar is selected by default. This section enables the admin to set the default portal configurations.
Enter the Portal Name.
Select the Sites from the dropdown menu.
Enter the Access Networks.
Select the Save button to save the changes.
Note: Account Expiry on Inactivity, Admin Email(s) and Email Receipt are global configurations and cannot be changed for specific Site or Access Network.
Global Config
Select the Global Config option from the left menu bar or click the
icon.
Global Config
In the Self Signup field, click the Enable radio button to enable Self Signup feature for the Organization. Click the Disable radio button to disable it.
In the Anonymous Access field, click the Enable radio button to enable Anonymous access feature for the Organization. Click the Disable radio button to disable it.
In the Third Party Authentication field, click the Enable radio button to enable Third Party Authentication feature for the Organization. Click the Disable radio button to disable it.
In the Customize Email Receipt field, click the Enable radio button to enable Custom Email Receipt feature for the Organization.
This field allows the admin to enable/disable customizing the header and footer of the system generated emails. This option will be available only in the admin accounts of the Parent Organization.
After enabling, the customization can be done by selecting the Email Receipt option from the side menu bar.
Click the Disable radio button to disable it.
In the Post Login Redirection field, select the Enable radio button to enable this feature.
Select the Disable radio button to not use this redirect feature.
Click the Edit icon next to the above five fields to move to the respective sections and set additional configurations.
In the Account Expiry on Inactivity field, select the time period of inactivity after which User Accounts should be deleted.
Enter the Admin Email(s). These email(s) will be used for communication of all important actions required by the administrator(s).
Self Signup Page
The users can sign up and create their own accounts by themselves using the Self Sign Up function. Self Sign Up details should be configured in this section in order for the user to perform self sign up from the User Portal.
Self Sign Up Page
Click the Self Signup Page option from the left menu bar or click the
icon to move to the Self Signup configurations. The configurations setup in this screen will be applicable for all the self sign up users to be created under that organization.Admin Approval of accounts required? - Select Enable in this field to restrict the signed up users from accessing internet without admin approval. Only when the admin approves, they can login and access internet. Select Disable to allow the user to sign up and access internet without admin’s approval.
Access To Single Site? - Select Enable to configure only single site access for the self signed up users. Select Disable to allow the self signed up users access all the sites. The Admin can change the accessible sites anytime by editing the user access.
Access To Single Access Network? - Select Enable to configure only single site access for the self signed up users. Select Disable to allow the self signed up users access all the sites. The Admin can change the accessible sites anytime by editing the user access.
Set Account Expiry Duration? – Select Enable to set an account expiry duration. Enter the duration in Account Expiry Duration field. Select the unit from the dropdown menu as Days/Weeks/Months. This field will be disabled if no expiry on user account is chosen.
Admin can choose to either provide an account expiry or disable the account expiry on the self signed up user account.
Under the Sign Up Information section Email Address, First Name, Last Name and PIN Code are provided by default. If the Type of the Email Address is chosen as either Mandatory or Optional, admin can enter the domain field.
Enter the required Domain values in the Domain field. This field is optional. Comma separated values provided in the Domain field are used to validate the email address entered by the user during the Self Sign Up of the user. The email address entered by the user will be considered valid only if it includes the value entered in the domain field.
Click Add Field button to add any more fields. For example, Passport Number.
Select the Type for that field from the dropdown menu. The type of these fields can be either Mandatory, Optional or Not In Use.
Select Mandatory to make that field mandatory during user sign up.
Select Optional to make it an optional field.
Select Not In Use to not populate that field during user sign up.
Click Save button to save the Self Sign Up configuration. The saved configuration takes into effect immediately with the subsequent Self Signed Up users. Previously created user accounts will not be affected.
Anonymous Signup Page
Click the Anonymous Signup Page option from the left menu bar or click the
icon to move to the Self Signup configurations.
Anonymous Signup Page
Access To Single Site? - Select Enable to configure only single site access for the anonymous users. Select Disable to allow the anonymous users access all the sites. The Admin can change the accessible sites anytime by editing the user access.
Access To Single Access Network? - Select Enable to configure only single site access for the anonymous users. Select Disable to allow the anonymous users access all the sites. The Admin can change the accessible sites anytime by editing the user access.
Set Account Expiry Duration? – Select Enable to set an account expiry duration. Enter the duration in Account Expiry Duration field. Select the unit from the dropdown menu as Days/Weeks/Months. This field will be disabled if no expiry on user account is chosen.
Admin can choose to either provide an account expiry or disable the account expiry on the anonymous user account.
Under the Sign Up Information section Email Address and PIN Code are provided by default. If the Type of the Email Address is chosen as either Mandatory or Optional, admin can enter the domain field.
Enter the required Domain values in the Domain field. This field is optional. Comma separated values provided in the Domain field are used to validate the email address entered by the user during the Self Sign Up of the user. The email address entered by the user will be considered valid only if it includes the value entered in the domain field.
Click Add Field button to add any more fields. For example, Passport Number.
Select the Type for that field from the dropdown menu. The type of these fields can be either Mandatory, Optional or Not In Use.
Select Mandatory to make that field mandatory during user sign up.
Select Optional to make it an optional field.
Select Not In Use to not populate that field during user sign up.
Click Save button to save the Anonymous Sign Up configuration. The saved configuration takes into effect immediately with the subsequent Anonymous users. Previously created user accounts will not be affected.
Third Party Signup Page
Click the Third Party Signup Page option from the left menu bar or click the
icon to move to the Third party Signup configurations.
Third Party Signup Page
Select the Third Party Authentication Type.
Enter the Tenant ID.
Enter the Client ID.
Enter the Client Secret.
Click Save button to save the configuration.
Plans Page
Paywall Enabled Accounts
Click the Plans Page option from the left menu bar or click the
icon to move to the Plans configurations.Set the Welcome Message. The welcome message will be displayed in the Available Plans tab for the Paywall enabled organizations.
Set the Post Login Page Message. This message will be displayed when the user successfully logs in into his account. The admin can view the preview of the setup in real-time in the right panel.
Plans Page
The Plan(s) - for Admin created Users section is used to add a set of Plans that can be associated with the Admin Created Users. This feature can only be used by Paywall enabled organizations. The Paywall feature enables the end user to buy the plans from this set according to their need. Once the plans are added, this can be associated with the user account when creating the user in the Users tab.
When multiple plans are selected, all the selected plans will be shown to the user while logging in and the user can buy the plan of their choice.
Enter a Name for the Paywall Plans.
In the Plan(s) field, select the plans that should be displayed to the end user as their options. Only the plans configured as Payable plans will be allowed to be added in this set of Plans.
The Plan(s) - for Self Sign Up Users section is used to add a set of Plans that can be associated with the Self Sign Up Users. This feature can only be used by Paywall enabled organizations. The Paywall feature enables the end user to buy the plans from this set according to their need. Once the plans are added, these plans will be associated with all the self sign up users automatically when they sign up.
In the Plan(s) field, tick the checkboxes of the plans that should be displayed to the self signed up user as their options to buy. Only the plans configured as Payable plans will be available in the dropdown menu.
When multiple plans are selected, all the selected plans will be shown to the user while logging in and the user can buy the plan of their choice.
Click the Save button to save the configurations.
Non-Paywall Accounts
Click the Plans Page option from the left menu bar or click the
icon to move to the Plans configurations.Set the Post Login Page Message. This message will be displayed when the user successfully logs in into his account. The admin can view the preview of the setup in real-time in the right panel.
The below screenshot shows the Plans page UI for non-paywall accounts. These users will not have the ability to create Plans for Paywall feature and the users will not be allowed to buy plans of their choice when they login.
For Admin created users - Plans will be associated with them when the user account is created by the admin.
For Self sign up users - Under the Plan(s) - for Self Sign Up Users section, select the plan that has to be associated with all self sign up users in the Plan field from the drop down menu.
Portal Branding
Click the Portal Branding option from the left menu bar or click the
icon to move to the Portal branding configurations.
Portal Branding
Enter the Portal Page Name. This is the title of the Login page of the User Portal.
This is the title of the Login page of the User Portal.
Enter the Login Page Subtitle. This is the welcome message displayed to the user in the login screen.
The Background Image field can be used to set a customized background image for the User Portal.
The Logo Image field can be used to set a customized logo image to be displayed at the top left corner of the User Portal.
In the Text Color field, select any option between Blue / White to set the color of the fields in the Login page of the User Portal.
In the Terms and Conditions field, select the
icon to upload the terms and conditions pdf. The user will have the option to view these terms and conditions when they login.Click the View Terms & Conditions button to view the terms and conditions pdf.
Select the
icon to remove the uploaded terms and conditions pdf.
Terms and Conditions
In the Post Login Redirection URL, enter the URL to which the user can be redirected after login.
Post Login Redirection URL Configuration
Enter the Redirection Parameters.
Click the Save button to apply changes.
Email Receipt
Click the Email Receipt option from the left menu bar or click the
icon from the Portal Branding section to move to the Email Signature. The headers and footers of the system generated emails can be set here.
Email Receipt
Select the Organization(s) who can configure Email Receipt.
Enter the Sender Address.
Enter the required Header content.
Enter the required Footer content.
The preview of the email with the header and footer can be viewed under the Email Preview section on the right side.
Select the Save button to save the changes.
Select the Reset button to reset the Email Signature - Header & Footer fields to default values.
Site Configurations
The Site Configurations section enables the admin to set specific configurations for each site.
The Site Configurations table shows all the created site configuration. It table shows the following information:
Site - Shows the created Site configurations.
Access Networks - Shows the access networks associated with site configurations.
Portal Name - The portal name set for the Site configuration.
User access types - The types of user types enabled for the Site configuration.
Plans - The plans that are associated with the Site configuration.
Paywall - States whether Paywall is enabled/disabled for for the Site configuration.
Actions -
Click the
Edit Portal icon under the actions column to edit the site configuration.Click the toggle button to enable/disable the site configuration.
Click the Copy icon to copy the site configuration.
Click the Delete icon to delete the site configuration.
Create Site Configuration
Select the Add Portal button to create a new site configuration.
Add Portal
Enter the Portal Name.
Select the required Site from the dropdown menu.
Enter the Access network name to associate.
In the Select Portal Configuration to Copy field, select the configuration to copy and create this new configuration. The admin can select between the existing global configuration or any other site configuration.
Select the Add button to create the site configuration.
The configuration will be listed in the Site configuration table and the admin can edit it to make further updates.
Click the
Edit Portal icon under the actions column to edit the site configuration.
Site Configuration
Portal Config
The Portal Config option from the left menu bar is selected by default. This section enables the admin to set the portal configurations.
Enter the Portal Name.
Select the Site from the dropdown menu.
Enter the Access Networks.
Select the Save button to save the changes.
Global Config
Select the Global Config option from the left menu bar or click the
icon.
Global Config
In the Self Signup field, click the Enable radio button to enable Self Signup feature for the Organization. Click the Disable radio button to disable it.
In the Anonymous Access field, click the Enable radio button to enable Anonymous access feature for the Organization. Click the Disable radio button to disable it.
In the Third Party Authentication field, click the Enable radio button to enable Third Party Authentication feature for the Organization. Click the Disable radio button to disable it.
In the Customize Email Receipt field, click the Enable radio button to enable Custom Email Receipt feature for the Organization.
This field allows the admin to enable/disable customizing the header and footer of the system generated emails. This option will be available only in the admin accounts of the Parent Organization.
After enabling, the customization can be done by selecting the Email Receipt option from the side menu bar.
Click the Disable radio button to disable it.
In the Post Login Redirection field, select the Enable radio button to enable this feature.
Select the Disable radio button to not use this redirect feature.
Click the Edit icon next to the above five fields to move to the respective sections and set additional configurations.
Self Signup Page
The users can sign up and create their own accounts by themselves using the Self Sign Up function. Self Sign Up details should be configured in this section in order for the user to perform self sign up from the User Portal.
Self Sign Up Page
Click the Self Signup Page option from the left menu bar or click the
icon to move to the Self Signup configurations. The configurations setup in this screen will be applicable for all the self sign up users to be created under that organization.Admin Approval of accounts required? - Select Enable in this field to restrict the signed up users from accessing internet without admin approval. Only when the admin approves, they can login and access internet. Select Disable to allow the user to sign up and access internet without admin’s approval.
Access To Single Site? - Select Enable to configure only single site access for the self signed up users. Select Disable to allow the self signed up users access all the sites. The Admin can change the accessible sites anytime by editing the user access.
Access To Single Access Network? - Select Enable to configure only single site access for the self signed up users. Select Disable to allow the self signed up users access all the sites. The Admin can change the accessible sites anytime by editing the user access.
Set Account Expiry Duration? – Select Enable to set an account expiry duration. Enter the duration in Account Expiry Duration field. Select the unit from the dropdown menu as Days/Weeks/Months. This field will be disabled if no expiry on user account is chosen.
Admin can choose to either provide an account expiry or disable the account expiry on the self signed up user account.
Under the Sign Up Information section Email Address, First Name, Last Name and PIN Code are provided by default. If the Type of the Email Address is chosen as either Mandatory or Optional, admin can enter the domain field.
Enter the required Domain values in the Domain field. This field is optional. Comma separated values provided in the Domain field are used to validate the email address entered by the user during the Self Sign Up of the user. The email address entered by the user will be considered valid only if it includes the value entered in the domain field.
Click Add Field button to add any more fields. For example, Passport Number.
Select the Type for that field from the dropdown menu. The type of these fields can be either Mandatory, Optional or Not In Use.
Select Mandatory to make that field mandatory during user sign up.
Select Optional to make it an optional field.
Select Not In Use to not populate that field during user sign up.
Click Save button to save the Self Sign Up configuration. The saved configuration takes into effect immediately with the subsequent Self Signed Up users. Previously created user accounts will not be affected.
Anonymous Signup Page
Click the Anonymous Signup Page option from the left menu bar or click the
icon to move to the Self Signup configurations.
Anonymous Signup Page
Access To Single Site? - Select Enable to configure only single site access for the anonymous users. Select Disable to allow the anonymous users access all the sites. The Admin can change the accessible sites anytime by editing the user access.
Access To Single Access Network? - Select Enable to configure only single site access for the anonymous users. Select Disable to allow the anonymous users access all the sites. The Admin can change the accessible sites anytime by editing the user access.
Set Account Expiry Duration? – Select Enable to set an account expiry duration. Enter the duration in Account Expiry Duration field. Select the unit from the dropdown menu as Days/Weeks/Months. This field will be disabled if no expiry on user account is chosen.
Admin can choose to either provide an account expiry or disable the account expiry on the anonymous user account.
Under the Sign Up Information section Email Address and PIN Code are provided by default. If the Type of the Email Address is chosen as either Mandatory or Optional, admin can enter the domain field.
Enter the required Domain values in the Domain field. This field is optional. Comma separated values provided in the Domain field are used to validate the email address entered by the user during the Self Sign Up of the user. The email address entered by the user will be considered valid only if it includes the value entered in the domain field.
Click Add Field button to add any more fields. For example, Passport Number.
Select the Type for that field from the dropdown menu. The type of these fields can be either Mandatory, Optional or Not In Use.
Select Mandatory to make that field mandatory during user sign up.
Select Optional to make it an optional field.
Select Not In Use to not populate that field during user sign up.
Click Save button to save the Anonymous Sign Up configuration. The saved configuration takes into effect immediately with the subsequent Anonymous users. Previously created user accounts will not be affected.
Third Party Signup Page
Click the Third Party Signup Page option from the left menu bar or click the
icon to move to the Third party Signup configurations.
Third Party Signup Page
Select the Third Party Authentication Type.
Enter the Tenant ID.
Enter the Client ID.
Enter the Client Secret.
Click Save button to save the configuration.
Plans Page
Paywall Enabled Accounts
Click the Plans Page option from the left menu bar or click the
icon to move to the Plans configurations.Set the Welcome Message. The welcome message will be displayed in the Available Plans tab for the Paywall enabled organizations.
Set the Post Login Page Message. This message will be displayed when the user successfully logs in into his account. The admin can view the preview of the setup in real-time in the right panel.
Plans Page
The Plan(s) - for Admin created Users section is used to add a set of Plans that can be associated with the Admin Created Users. This feature can only be used by Paywall enabled organizations. The Paywall feature enables the end user to buy the plans from this set according to their need. Once the plans are added, this can be associated with the user account when creating the user in the Users tab.
When multiple plans are selected, all the selected plans will be shown to the user while logging in and the user can buy the plan of their choice.
Enter a Name for the Paywall Plans.
In the Plan(s) field, select the plans that should be displayed to the end user as their options. Only the plans configured as Payable plans will be allowed to be added in this set of Plans.
The Plan(s) - for Self Sign Up Users section is used to add a set of Plans that can be associated with the Self Sign Up Users. This feature can only be used by Paywall enabled organizations. The Paywall feature enables the end user to buy the plans from this set according to their need. Once the plans are added, these plans will be associated with all the self sign up users automatically when they sign up.
In the Plan(s) field, tick the checkboxes of the plans that should be displayed to the self signed up user as their options to buy. Only the plans configured as Payable plans will be available in the dropdown menu.
When multiple plans are selected, all the selected plans will be shown to the user while logging in and the user can buy the plan of their choice.
Click the Save button to save the configurations.
Non-Paywall Accounts
Click the Plans Page option from the left menu bar or click the
icon to move to the Plans configurations.Set the Post Login Page Message. This message will be displayed when the user successfully logs in into his account. The admin can view the preview of the setup in real-time in the right panel.
The below screenshot shows the Plans page UI for non-paywall accounts. These users will not have the ability to create Plans for Paywall feature and the users will not be allowed to buy plans of their choice when they login.
For Admin created users - Plans will be associated with them when the user account is created by the admin.
For Self sign up users - Under the Plan(s) - for Self Sign Up Users section, select the plan that has to be associated with all self sign up users in the Plan field from the drop down menu.
Portal Branding
Click the Portal Branding option from the left menu bar or click the
icon to move to the Portal branding configurations.
Portal Branding
Enter the Portal Page Name. This is the title of the Login page of the User Portal.
This is the title of the Login page of the User Portal.
Enter the Login Page Subtitle. This is the welcome message displayed to the user in the login screen.
The Background Image field can be used to set a customized background image for the User Portal.
The Logo Image field can be used to set a customized logo image to be displayed at the top left corner of the User Portal.
In the Text Color field, select any option between Blue / White to set the color of the fields in the Login page of the User Portal.
In the Terms and Conditions field, select the
icon to upload the terms and conditions pdf. The user will have the option to view these terms and conditions when they login.Click the View Terms & Conditions button to view the terms and conditions pdf.
Select the
icon to remove the uploaded terms and conditions pdf.
Terms and Conditions
In the Post Login Redirection URL, enter the URL to which the user can be redirected after login.
Enter the Redirection Parameters.
Post Login Redirection URL Configuration
Click the Save button to apply changes.