Portal Base Project

The Portal Base is an administrative project for your environment.

DO NOT build your forms for your application in the Portal Base project. Instead, go to the home page and create a new project.

The Portal Base project is a special project that is included with a Self-Hosted Environment and is used to control the Portal Application. Utilize this project to control the administrative user base that will authenticate into the environment, Teams to control project permissions, SSO environment, Portal Translations, and more.

This Project contains specific Forms and Resources to help manage your environment. The following section lists all Forms and Resources within this project and what administrative purpose they serve. The Portal Base Project is not counted towards the project limit for a Self Hosted License.

To reinstall the Portal Base Project, delete the project within the Database, and restart the environment container. This process will recreate the Portal Base Project within the environment

Simply deleting the Portal Base Project from the Developer Portal UI (rather than entirely from the DB as described above) and reinstalling it, will inadvertently consume a Project allocation within the license scope.

Portal Base Forms and Resources

The Forms and Resources that are in the Portal Base project govern the Developer Portal Application and its functionality. Below is a list of these Forms and Resources.

User Resource The User Resource can be leveraged to manually create new User accounts for the Developer Portal Application. By using this Resource as a Form and submitting data against it, Users can then use these credentials to log into the Developer Portal Application. While this manual approach can be followed, it is very common to instead set up SSO into the Developer Portal Application as described here.

By default, Users have permission to create projects and full permission rights to read, modify, and delete those projects.

Use the environment variable ONLY_PRIMARY_WRITE_ACCESS = true to remove the User permission for creating projects. Available in API Server version 8.0.0 or later only.

Admin Resource Use the Admin Resource to create new Admin accounts for the Developer Portal Application. Admins for the Developer Portal Application can see all projects created which can assist in License Utilization Management for Projects.

formio-enterprise:8.0.0 and later: When logged in as an Admin, Access permissions are granted to all projects. Access Permissions allow only for the ability to see the Project within the home page. No access is given to read or write anything within that project.

Team and Team Member Resource Use these Resources to create or manage the Team Members and their associated Teams. Team Member emails are associated with accounts created within the User Resource or emails from an integrated SSO provider.

When creating SSO Teams, ensure you have the correct Environment Variable set


Language Resource Add and manage Portal Translations inside the environment. Users can change the Portal Language by clicking the Language dropdown in the Portal header and selecting a Language.

PDF Resource A log of all of the PDFs uploaded to the Environment.

Two-Factor Authentication Forms Forms that facilitate the Two-Factor Authentication environment process.

User Login Form The authentication form for the environment

User Registration Form - By default, the Registration Form is disabled for deployed projects as User creation is typically done by using the User Resource. To allow for User Registration on the authentication page, simply add an email and password field to the Registration form.

Click here for more information on the Registration Form setup

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