Links

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.

Administrative Actions Using Forms and Resources

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.
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 the User information found in the User Resource.
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.