Article Content

Overview

Users can edit or delete Portal URLs from their Orgs.

User Account Requirements 

The user account you use to log into Resolver must have Administrator permissions to edit or delete a Portal URL. 

Required Information/Setup

Please refer to the Portal URL Overview article to learn more about using a Portal URL.

Please refer to the Creating a Portal URL article for more information on creating a new Portal URL. 

Navigation 

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Admin Overview link.

Admin Overview Link

3. From the Admin Overview screen, click the Portal URL Settings tile under the Communications section.

Portal URL Settings Tile

4. From the list on the Admin: Portal URL Settings screen, click the name of the Portal URL that you want to edit or delete.

Editing a Portal URL 

1. From the Portal URL Settings: Edit Portal URL screen, click the Enable Portal URL toggle switch to disable users from accessing the Portal URL. 

Note: Disabling the Portal URL will invalidate the Login URL link. Enabling the Portal URL will reactivate the Login URL link again.

Enable Portal URL Toggle Switch

2. Click the Name field to edit the Portal URL name.

Name Field

3. Click the Description field to edit the description.

Description Field

4. Click the Type dropdown menu to edit the Portal URL type. Selecting either Form or Activity will require additional configuration of the following fields:
   • Form: The Form type displays a configurable form only.
     • Object Type: Select an object type from the Object Type dropdown list. The object type dictates which forms will be available to select on the Forms dropdown menu.
     • Form: Select a form from the Form dropdown menu. The form selected will appear when accessing the Anonymous Portal.
   • Activity: The Activity type displays the actions and views within an activity.
     • Application: Select an application (e.g., IT Risk Management) from the Application dropdown list. The application dictates which activities will be available to select on the Activity dropdown menu.
     • Activity: Select an activity from the Activity dropdown menu. An activity is the part of an application where users can create, edit, and view data. The activity selected will appear when accessing the Anonymous Portal.

Type Dropdown Menu

5. Click the User dropdown menu to change the selected user. This list will only show users with the Portal URL User option selected on the User Type field on the User Management: Edit User screen.

User Dropdown Menu

6. Click the Enable IP Authorization Control toggle switch to restrict who can access this URL (based on the entries in the IP allow list).

Enable IP Authorization Control Toggle Switch

7. Click the Regenerate URL button from the Login URL field to create a new Login URL.

Regenerate URL Button

8. Click the Done button. Applied changes will be reflected next time the Portal URL is accessed.

Done Button

Deleting a Portal URL

1. From the Portal URL Settings: Edit Portal URL screen, click the Delete icon.

Delete Icon

2. From the Delete portal URL? pop-up, click the Delete button to confirm.

Delete Button