From the portal home screen, click on Settings at the bottom of the page.
First – let’s look at the General Settings where you can go to edit your organization’s details.
Click on Edit at the top right to make any changes to your organization details in the portal.
You can change the logo that appears at the top of your portal home page by clicking on replace.
Additionally, you can change your organization name and slug. Please note: making these changes will affect the base URL of the portal and will change the organization ID required to login to the portal.
Lastly you can add or change the organization address. This address is used by the privacy policy editor when using a placeholder. Click here to find out more: https://quickresource.quickseries.com/knowledge-base/privacy-policy-and-terms-and-conditions-editor/
Once done making changes, click on the SAVE button at the top right of the page to commit the changes.
Next, let’s explore the User Management section by clicking on that link in the left-hand menu.
The user management page allows you to manage and invite portal users, configure your third-party identity provider and set a password policy for your portal users.
First, click on the Users link to set up your portal admin users.
You can invite a new user by clicking on the the +Invite link on the right. This will prompt you to add the user’s full name and email address (at the minimum) and define user access.
Toggle the Super User button to allow the user you are creating to have access to all portals and workspaces under your organization and to administer other super users.
Otherwise, you can choose the specific access you would like to grant them by selecting the app or workspace(s) at the bottom of the screen.
You also have the option of granting access to the authoring tool and the portal settings page by clicking on the checkboxes in the Tools section.
Once you are done, click on the Invite button at the top right to invite your portal user.
The User will receive an email from noreply@quickseries.com informing them that they have been invited to the app organization and asking them to set up their account (password, Multi-Factor Authentication (coming soon)).
On the portal users main page, you can view which user invites are pending and which ones have been activated.
Right clicking on a selected users allows you to resend the invite to all pending users, resend the invite to only the user you have selected, edit user details, view the user details, or delete the user.
Back on the main User Management page, click on password policy to configure your password policy for portal users.
You can set the level of password protection that you want to require when setting up a new account and when resetting your Portal password, by clicking on edit on the top right of the screen.
You can optionally:
Click Save at the top right once you are done editing your password policy.
Third-party identity providers are external services that manage user authentication. They allow users to sign into multiple applications using just one set of credentials.
Back on the main User Management page, click on the Go to Identity provider button to configure an Identity Provider (IdP).
Click the Edit button to see the configuration options. We offer 3 ways to connect your IdP:
Each have different requirements and you may want to seek help from your IT department to configure them correctly.
The Provider name”input will determine the label of the login button on the login page.
Click Save to activate the IdP authentication.
You can test the configuration by logging out and clicking the IdP button that will appear the normal email + password form.
This will redirect you to the IdP login page, and redirect you to your organization’s App Launcher page if successful.
