Onestop Administration Portal
  • Onestop Admin
  • Getting Started with Onestop
  • Managing Services
    • The Basics of a Service
    • Building the Workflow
      • Adding a step to your workflow
      • User Task Types
      • Service Task Types
      • Managing Stages
      • Tutorial - Example Workflow
    • Managing Forms
      • Using the Form Builder
        • Form Field Types
        • Field Validators
        • Field Dependencies
        • Form Submission Identifiers
        • Field Tags
        • Linked Fields
      • Sharing Form Submission Links
    • Configuring Workflow Notifications
    • Configuring Billing
      • Billing Task
      • Payment Task
      • Configuring Payment Forms
    • Document Templates
      • Creating Document Templates
      • Using the Document Template Editor
      • Designing a Document Layout
      • Using Document QR Codes
    • Context Tags
    • Managing Workflow Access for Teams
    • Advanced Settings
  • Databanks
    • Databanks and Datasets
    • Creating a Databank
    • Creating Datasets
    • Adding Data to Datasets
    • Using Datasets
  • Portals
    • Managing Portals
    • Configuring Mail Servers
    • Creating a New Portal
    • Managing 2-Step Verification
    • Customizing Portal Menus
  • Teams
    • Managing Teams and Permissions
    • Creating User Accounts for Workers
  • Organization & Departments
    • Managing Departments
  • Appendix
    • Tips and Techniques
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  1. Portals

Creating a New Portal

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Last updated 2 years ago

Creating a New Portal

To create a new portal:

  • Click on the "Portals" main menu

  • Click on the "Create New Portal" button

  • Follow the steps for Configuring Portal settings previously described.