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:
-
Creating category or case searches to view certain documents.
-
Creating Portal users in the Therefore™ Solution Designer and assigning them specific searches and viewing settings.
-
Embedding the Portal into a website and sending out login information to users.
Therefore™ Portal Settings
Right-clicking on the Therefore™ Portal node in the Therefore™ Solution Designer opens the following settings.
Manage Portal Categories
Select this option to open a Therefore™ Portal Configuration dialog in which searches, categories, or case definitions can be made available for viewing in the Therefore™ Portal.
Therefore™ Portal Configuration dialog
Search Tab
In this tab, administrators can add saved Therefore™ searches that should be available to Portal users.
Category/Case Definition
The category or case definition of the search that should be made available for Portal users.
Search ID
The unique ID number of the search.
Search
The specific search that should be made available.
Search Display Name
The name of the search displayed to authenticated 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
In this tab, administrators can select categories and case definitions to be uploaded to the Portal.
Category/Case Definition
The category or case definition that should be made available to Portal users. Assigned users can 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.
Security Report
The security report contains all security settings. It allows the user 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.