Therefore™ Portal

The Therefore™ Portal is a platform for sharing documents with external users via the web.

The Portal can be embedded in a website and customized to a company's branding. The Portal allows external users to access specific documents on a read-only basis.

An administrator can add new Portal users and control their access permissions via the Therefore™ Solution Designer. The configuration of the Therefore™ Portal can be broken down into three major steps:

1. Creating category or case searches to view certain documents.

2. Creating Portal users in the Therefore™ Solution Designer and assigning them specific searches and viewing settings.

3. Embedding the Portal into a website and sending out login information to users.

Therefore™ Portal Settings

Right-clicking the Therefore™ Portal node opens a context menu.

Manage Portal
Opens the Portal configuration dialog.

Security Report
The security report contains all security settings. It allows you to document the final security configuration after installing a system. The security report is stored as a CSV file which can be viewed with Microsoft Excel.

Security
View and edit role-based access for anything below this node.

Security

Therefore™ Portal Configuration

This dialog is composed of three tabs.

Search Tab

Category/Case Definition
The category or case definition of the search you want to make available.

Search ID
The unique ID number of the search.

Search
The specific search you want to make available.

Search Display Name
This is the name of the search which will be displayed to logged in Portal users. If left blank, the name of the search, as listed in the Search column, will be displayed.

Add Search
Add a new search to the Portal.

Remove Search
Remove the selected search.

Upload Tab

Category/Case Definition
The category or case definition you want to make available. Assigned users will be able to upload documents to this category or case definition.

Value
A default value for a specific field displayed to the user.

Access
When set to Write, users are able to make changes to the field. When set to Read-only, users are not able to make changes to the field.

Add Category
Add a new category to allow users to upload documents.

Remove Category
Remove the selected category.

2FA Configuration Tab

Force 2FA for all Portal users
Forces all the Portal users to configure and use two-factor authentication.

Email Template
Select which of the email templates to configure. The initial 2FA confirmation email, or the password change confirmation email.

Use system default template
Check to use the system's email templates.

Preview / Configure
Opens a preview of the email when using a template, otherwise, opens a configuration window to edit the template.

Passkeys
Select whether to disable, enable, or advertise Passkeys. Advertise will enable and remind users they can set up a passkey. This reminder can be disabled on the user's side.

Relying Party ID
Enter the domain name used to access the tenant's webclient. For example: moyaware.thereforeonline.com.