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 the Deployed Environment process 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.
The Portal Base is a template project that 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.
Forms and Resources inside the Portal Base project are administratively used to manage the environment, users, and access. Below is a list of these Forms and their respective actions.
User Resource - Use this Resource to create new User accounts for the environment. Users will enter the credentials on the authentication page to log into the environment. Users can be removed or credential information can be modified by editing the submission.
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 this Resource to create new Admin accounts for the environment. Admins logged into this environment will have Access permissions to all projects created within the environment. (ONLY AVAILABLE IN API 8.0.0 AND LATER)
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.
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.
Two-Factor Authentication Forms - Forms that facilitate the Two-Factor Authentication environment process.
User Login Form - The authentication form for the environment
PDF Resource - A log of all of the PDFs uploaded to 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.
Last modified 25d ago