Passportal Help

Site - Getting Started

Prerequisites

Before deploying Site to your clients, complete the following items:

Company Details

Company details must be set as per: Company Setup

Custom Subdomain

Subdomains are a critical piece of the Sites product, as it allows you to set a custom URL to access Site. Set your subdomain as per: Subdomain Settings

Custom Branding

Set custom branding to personalize the experience for your end users as per: Branding

Setup

Once the above have been set as required, the following topics will aid in the setup and management of the Site users.