Portal
Portal is a central client interaction and sharing hub for schools to access images and data.
Jump to:
- Enabling and customizing Portal
- Enabling Portal for a Client
- Inviting a Portal User
- Enabling Portal for a Session
Enabling and customizing Portal
To start using Portal you will first need to ask the support team in your Slack channel to enable Portal for you. Once Portal is enabled you can customize the settings. This is done in the Portal > Settings area in the main navigation of your Commerce account.
In this area, you will be able to change the Title, Domain, Logo, and Logo Icon.
Enabling Portal for a Client
- Navigate to the Clients & Sessions > Clients area.
- Locate the Client you want to enable Portal for and click on the cog icon
next to it then select Edit. - Scroll down to the Fotomerchant Portal area and set the radio button in the Enable Portal setting to Yes.
- Make sure to use the Save button at the bottom of the page to finalize the transaction.
Inviting a Portal User
- You will first need to Enable Portal for the Client, as per the instructions above.
- Navigate to the Clients & Sessions > Clients area.
- Locate the Client you want to enable Portal for and click on the Client name.
- Use the green +Portal User button in the top right corner of the screen.
- Fill in all the details and press Save.
- This will send an email with the login details to the email address specified in the form above.
Enabling Portal for a Session
- Navigate to the Clients & Sessions > Sessions area.
- Locate the Session you want to enable Portal for and click on the cog icon next to it then select Edit.
- Scroll down to the Fotomerchant Portal area and set the radio button in the Show in Portal setting to Yes.
- Make sure to use the Save button at the bottom of the page to finalize the transaction.