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Granting Portal Access

There are three ways for your customers to gain access to your advanced portal.  

1.  Manually set the company and contact with "Portal Access".
2.  Single Sign On
3.  Allow your customers to "Auto Register".

1. Manually Grant Access

To grant your users access to your portal, please follow these steps:
 
1. Navigate to the Customer section.
2. Click on the customer name you would like to grant access.
3. Click on the Edit Organization link.

Note: If your customers log into your web/SaaS app, you can auto log them into your portal and avoid having to give your customers another user name and password to keep up with.  You can read how to do that here.


Check the box highlighted in the below picture and click Save.


At this point, the company has been granted access to your portal.  Now you can determine which contacts within this company can log in to your portal.  To do this, follow these steps:
 
1. While still under the Customer section, click the Contacts tab, select the contact of interest and click the Edit Contact link.


2. Check the box labeled Portal User and then click the button labeled "Send contact a new portal password".  Click Save.


This will email the contact a temporary password and a link to your portal.  Once they log in, they will be required to create a new password.

2. Single Sign On
The TeamSupport Advanced Portal typically requires a user to log in with a username and password.  While this works fine for some TeamSupport customers, requiring a password creates a problem if the portal is being embedded into another application which already has authentication.
 
You will need to pass "username" and "password" parameters as well as the standard OrganizationID parameter.  The URL behind your "login button" will look something like this:  portal.TeamSupport.com?OrganizationiD=1234&username=person@email.com&password=portalguid
 
To obtain the PortalGUID, please contact TeamSupport support.
 
You will also need to reference this help document to understand how to integrate the TeamSupport portal into your website.


- Making Sure A Contact Has Portal Access

Before anyone can access your portal (unless using the auto register method), you need to allow portal access to BOTH the company and the contacts within the company.  

1.  Go to the Customers section, select a company then from the Details tab, select Edit Organization to the right.  Check the box labeled Portal Access.
2.  Staying in the Customers section, click a contact within the company and select Edit Contact to the right.  Check the box labeled Portal User.


**Note - Since you are using the single sign on method as described above, you do not need to send the portal user a password.



3. Auto Register
Auto Register allows your customers to grant themselves access to your portal by filling out a simple form.  When they visit your portal login, they will be presented with the follow:


When they click Register, they will be presented with this:


Once they fill this in and click Submit, they will be taken directly into the portal.  At the same time, we will create them as a contact and put them into the "_Unknown Company" within your TeamSupport customer database.  You are free to leave them in the _unkknown company, or you can move them to another company within your account.  To move a contact, simply look them up and edit their record.