Portals are available as an add-on for IrisX subscriptions. Contact your Trackunit representative for details.
Portal templates let you reuse the same portal configuration across multiple customers. A template includes the apps, Home, and branding that will be applied when creating a portal.
Create a portal template
To create a template:
Go to the Administration page
Open the Portal Template tab
Click New template in the upper-right corner
Enter a name and description for the template
(Optional) Set the template as default
💡 Tip: When you set a template as default, it is preselected when you create a portal for a customer using templates. You can always choose one of the non-default templates as well.
The system also automatically assigns the default template when you create a portal via the API
Follow the portal setup flow and decide which features, branding, and add-ons customers can access when they are invited through this template.
Note: Branding & Themes must be set up beforehand, and cannot be created as part of the template flow. See how to set up branding here
Note: Updating a template’s branding, pages, or homes updates all related portals. You will see a warning before you apply these changes.
Assign a portal template to a customer
Once you’ve created a portal template, you can use it when setting up a portal for a customer.
Assigning a template means applying it directly to a customer’s portal. The template determines the configuration of that customer’s portal.
To assign a template, select it during the customer portal setup process.
Share a portal template with other accounts
You can also share a portal template with your sub-accounts, allowing them to use the template when setting up portals for their own customers.
Sharing a template gives other accounts access to it, but does not automatically assign it to any customers. Each account can choose to apply the shared template when setting up a customer portal.
You can share a template with your entire organization or select specific sub-accounts.
How to share a portal template
Find the portal template you want to share.
Click the three dots next to the template and select Share.
In the pop-up, choose who should have access to the template:
Organization-wide sharing: Enable the toggle to share the template across your entire organization.
Specific accounts: Select the individual sub-accounts you want to share the template with from the dropdown menu.
Click Save.
The selected accounts can now access the shared template and assign it to their own customers.
View a template
To review what a template contains:
Go to Administration > Portal Template
Click on a template
Select the Details tab
The Details tab shows:
Apps included in the template
Home layout
Branding theme
See which customers use a template
Open a template and select the Portals tab.
Here you can see:
Customers using the template
Invitation status
Number of shared assets
You can also see portal information from the Customers page:
Go to the Customers page
Click on the customer
Select the Portal tab
Here you can see the specific portal that this customer is using.
Edit a template
Go to Administration > Portal Template
Click on the three dots next to the template
Click Edit
You’ll be asked to confirm before the changes are applied.
💡 Tip:
Need more help?
Click on the Messenger icon in the lower left corner to get in touch with Customer Support