Portal Start-Up Sequence

This is the logical sequence in which the Portal parameters should be setup.

Before beginning, save any images to be displayed on the web page in a designated folder.
e.g. equipment images

Global Portal Settings
Use this utility to establish the company wide defaults controlling the appearance of the initial sign on screen and the wording of your Portal website, as well as the Web Administrator's access password.

API Themes
Optional API themes can be designed to customize the appearance, functionality, and level of access on your Portal website at the customer level.
This utility identifies the theme codes used by the APIs, and the customers that should see them.
The API customization can then be done by your firm's web administrator when he accesses the Portal website.
Default themes are provided if customization is not required.

Presentation Themes
This utility controls the setup and some of the default display settings to customize the appearance, functionality, and level of access on your individual Presentation themes, and assignment to the customers that should see them.
Review these parameters and accept them, or select your firm's preferred choices for the default (blank) theme and for any optional customized Presentation themes.
Default themes are provided if customization is not required.

Portal Comment Codes
Optional comments can be setup in the Global Portal Settings to display on the Web Welcome Screen for the customer to view after signing into Portal.
These comments are controlled by the Presentation Theme assigned to the customer and are displayed only during a pre-determined date range.
This can be useful to communicate seasonal greetings or to advertise sales promotions, etc.

Customize the Portal Website
Using these design guidelines, your firm's web administrator can now access and personalize your web page via a browser.
Your web administrator account number is "webadmin" combined with the password setup in Global Portal Settings.
Refer to the API Documentation for details on customizing the individual web accessible features.

Default cascading style sheets are supplied with the Portal software, but your web designer can create customized style sheets to reflect your logo, fonts, and colors as required, as defined in the Web Appearance Settings of the Presentation Theme.

Portal Customers
Identify your customers who should have access to the Portal website, and assign a password to your main contact with them who will become their company's web administrator.
In the expanded detail record a specific API and Presentation theme can be assigned for use for this customer.