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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  • Managing a Portal
  • Configuring Portal Settings
  1. Portals

Managing Portals

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Last updated 1 year ago

Onestop provides you with the feature of deploy and .

In Onestop Admin, you can manage specific settings for your portals as well as add an unlimited number of portals for your different services.

Managing a Portal

To manage an existing portal:

  • Click on the "Portals" main menu.

  • In the list of portals that appear, click on the edit icon for the portal you want to manage.

Configuring Portal Settings

  • A Portal form appears with a number of settings:

    • Host name: The domain name that will host your portal. If you are using our SaaS offering on onestop.site, your domain name will be a subdomain of .app.onestop.site. Custom domains are currently only offered on our Enterprise offering.

    • Portal Display Name: The name of the portal

    • Email Address: The email address for the portal if any.

    • Google Analytics Key: The Goolge analytics key you would like to use to track analytics for your customer portal.

    • Enforce Two Factor Authentication: This option will force all users on your customer and staff portals to use 2 Factor authentication when logging in to the customer and staff portals. 2FA methods supported are device authenticators and email.

Outgoing Email Settings: These are needed if you want your services to send out email notifications using your custom email address.

mail server settings
Editing a Portal
Customer Portals
Staff Portals