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Manage Portal templates

Learn how to set up reusable Portal templates that you can use for multiple customers.

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:

  1. Go to the Administration page

  2. Open the Portal Template tab

  3. Click on New Template in the upper-right corner

  4. Enter a name and description for the template

  5. (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.
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    The system also automatically assigns the default template when you create a customer portal via the API

  6. Follow the portal setup flow and decide which features, branding, and add-ons customers can access when they are invited through this template.
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    Note: Branding & Themes must be set up before hand, 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 the Portal template to a customer

Once the Portal template is created, you can select the template when you are setting up a Portal for a customer.

You can read how to setup a Portal for a customer here

View a template

To review what a template contains:

  1. Go to Administration > Portal Template .

  2. Click on a template.

  3. 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:

  1. Go to the Customers page.

  2. Click on the customer.

  3. Select the Portal tab.

Here you can see the specific Portal that this customer is using.

Edit a template

  1. Go to Administration > Portal Template

  2. Click on three dots next to the template

  3. 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

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