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<!DOCTYPE html>
<html lang="en">
<html lang="ru">
<head>
<title>External portal</title>
<title>Внешний портал</title>
<meta name="generator" content="Help+Manual" />
<meta name="keywords" content="" />
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta name="description" content="With BRIX you can collaborate seamlessly not only with coworkers but with partners and clients as well. Use the External Portal feature to create a shared information space for..." />
<meta name="description" content="В ELMA365 вы можете работать напрямую не только с коллегами, но и с вашими внешними партнёрами и клиентами. Создать пространство для взаимодействия с потребителями и вовлекать..." />
<meta name="picture" content="" />
<meta property="og:type" content="website" />
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
<meta property="og:url" content="https://brix365.com/en/help" />
<meta property="og:image" content="" />
<meta property="og:title" content="Cправка по Low-code платформе ELMA365" />
<meta property="og:url" content="https://elma365.com/ru/help" />
<meta property="og:image" content="" />
<meta property="og:site_name" content="ELMA365" />
<link rel="icon" href="favicon.png" type="image/png" />
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
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<link rel="stylesheet" href="./article.css" />
<link rel="stylesheet" href="./glossary.css" />
<link rel="stylesheet" href="./theme.css" />
<script type="text/javascript" src="jquery.js"></script>
<script type="text/javascript" src="helpman_settings.js"></script>
<script type="text/javascript" src="helpman_topicinit.js"></script>
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</head>
<body>
<script async src="https://www.googletagmanager.com/gtag/js?id=G-M6ETBEC1R9"></script><script>window.dataLayer=window.dataLayer || []; function gtag(){dataLayer.push(arguments);}gtag('js', new Date()); gtag('config', 'G-M6ETBEC1R9');</script>
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
<header class="header elma-365">
<div class="container">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-en.svg" alt="header logo">
<a class="header__logo" href="https://elma365.com/ru/help">
<img src="./logo.svg" alt="header logo">
</a>
<!-- <div class="hero__search-form" id="search-panel">
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
<form class="search-form" onsubmit="ym(83179930,'reachGoal','poisk')">
<label class="search-form__label">
<span id="reset-search" class="search__icon"></span>
<input class="search-form__input" type="text">
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</div>
<div class="header__navi">
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a class="project-link" href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li><li><a class="project-link" href="https://elma365.com/ru/help/business_solutions/-elma365-store.html">Бизнес-решения</a></li></ul></span></li><li><a href="https://api.elma365.com/ru/"target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/"target="_blank">SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/" target="_blank">Академия</a></li><li><a href="https://elma365.com/ru/" target="_blank">Сайт ELMA365</a></li></ul>
</div>
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<aside class="sidebar" id="sidebar">
<div class="sidebar__header">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-light-en.svg">
<a class="header__logo" href="https://elma365.com/ru/help">
<img src="./logo-light.svg">
</a>
<span class="sidebar__close elma-365-close" id="close"></span>
</div>
@ -92,11 +94,11 @@
<div class="article-inner">
<div class="content">
<header class="article__header">
<div class="article__bread" style="display:flex; gap:10px;">
<div class="article__bread" style="display:flex; gap:10px;">
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
</div>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">External portal</span></h1>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Внешний портал</span></h1>
</div>
</header>
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<a href="#h1-article" class="scroll-top"></a>
</div>
<!-- Placeholder for topic body. -->
<p style="line-height: 1.20;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">With BRIX you can collaborate seamlessly not only with coworkers but with partners and clients as well. Use the </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold;">External Portal</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;"> feature to create a shared information space for interaction with customers, and include partners and clients into your business processes. </span></p>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">The </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold;">External Portal</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;"> is one or several isolated pages in the BRIX system the external users can access. You can fill the pages with necessary data from BRIX, place input forms, widgets, and buttons for launching business processes. The portal can be accessed by using the link.</span></p>
<p style="line-height: 1.20;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">To interact with the portal, external users can use a browser, as well as a desktop and mobile application. For more information on how to provide access to the portal via applications, see the <a href="portal-app.html" class="topiclink">External portal in an app</a> article. &nbsp;</span></p>
<p style="line-height: 1.20;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">For example, on a portal page, you can collect and track customer’s requests, organize customer support, or run reclamation processes.</span></p>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p class="p_Normal"><span style="font-size: 15px; color: #394149;">To make the portal available to external users, you need to purchase and activate a package of </span><span style="font-size: 15px; color: #394149;"><a href="licences.html#namedlicense" class="topiclink">named licenses</a></span><span style="font-size: 15px; color: #394149;">. To do that, contact your sales rep.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Getting started</span></h2>
<p style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;">You can configure a portal for each of your workspaces. For example, one portal can be used to process ServiceDesk requests, and another to collaborate with your company's partners.</span></p>
<p style="line-height: 1.20; margin: 16px 0 16px 0;"><span style="font-size: 15px; color: #394149;">Please note that if BRIX is installed in your internal network that cannot be reached without </span><span style="font-size: 15px; font-weight: bold; color: #394149;">VPN</span><span style="font-size: 15px; color: #394149;">, the access to the portal will also be limited.</span></p>
<p class="p_Normal">В ELMA365 вы можете работать напрямую не только с коллегами, но и с вашими внешними партнёрами и клиентами. Создать пространство для взаимодействия с потребителями и вовлекать их в цепочку внутренних процессов компании позволяет функция <span style="font-weight: bold;">Внешний портал</span>. </p>
<p class="p_Normal">Портал — это одна или несколько изолированных страниц внутри системы, к которым есть доступ у внешних пользователей. Страницы можно наполнить необходимой информацией из ELMA365, разместить формы для ввода данных, виджеты, кнопки запуска бизнес-процессов. Доступ к порталу предоставляется по ссылке.</p>
<p class="p_Normal">Для взаимодействия с порталом внешние пользователи могут использовать браузер, а также приложение для персонального компьютера и мобильное приложение. Подробнее о том, как предоставить доступ к порталу через приложения, читайте в статье <a href="portal-app.html" class="topiclink">«Внешний портал в приложении»</a>. &nbsp;</p>
<p class="p_Normal">Например, на странице портала можно размещать и отслеживать заявки, общаться со службой поддержки или запускать процессы рекламации. </p>
<p class="p_Normal">Для доступа внешних пользователей к порталу необходимо приобрести и активировать пакет <a href="licences.html#external-user-licenses" class="topiclink">именных лицензий</a>. Для этого обратитесь к менеджеру, у которого была приобретена система. </p>
<h2 class="p_Heading2"><span class="f_Heading2">Начать работу с внешним порталом</span></h2>
<p class="p_Normal">Для каждого раздела можно настроить свой внешний портал. Например, один портал может использоваться для обработки обращений в <a href="servicedesk.html" class="topiclink">ServiceDesk</a> от клиентов, а другой — для взаимодействия с партнёрами. </p>
<p class="p_Normal">Обратите внимание, если система ELMA365 установлена во внутренней сети компании и в неё нельзя войти без использования <span style="font-weight: bold;">VPN</span>, доступ к внешнему порталу также будет ограничен. </p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">Only users included in the <a href="360006871932.html#administrators" class="topiclink">Administrators</a> group can enable and activate the </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold;">Service Portal</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">, and configure its pages. </span></p>
<p class="p_Normal">Включать или активировать <span style="font-weight: bold;">Внешний портал</span>, а также настраивать внешний вид страниц могут только пользователи, добавленные в группу <a href="360006871932.html#administrators" class="topiclink">Администраторы</a>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p style="line-height: 1.20;"><a id="create-portal" class="hmanchor"></a><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">To enable the portal:</span></p>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p class="p_Normal"><a id="create-portal" class="hmanchor"></a>Чтобы включить портал:</p>
<ol style="list-style-type:upper-roman">
<li value="1" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">Click the gear icon next to the workspace name and select </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold;">Portal Settings</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span></li></ol>
<p style="line-height: 1.20; margin: 0 0 0 57px;"><img alt="portal_settings_01" width="437" height="406" style="margin:0;width:437px;height:406px;border:none" src="portal_settings_01.png"/></p>
<ol style="list-style-type:upper-roman">
<li value="2" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">On the page that opens</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">,</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;"> click </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold;">Enable</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span></li><li value="3" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">You’ll see the </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold;">Enable Portal</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;"> window</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">,</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;"> where you can select one of two ways of portal configuration. Either use a <a href="portal-setting.html#template" class="topiclink">template</a> to set it up, or create an <a href="portal-setting.html#empty" class="topiclink">empty</a> portal and set it up from scratch</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span></li></ol>
<p style="line-height: 1.20; margin: 0 0 0 48px;"><img alt="service-portal" width="1142" height="571" style="margin:0;width:1142px;height:571px;border:none" src="service-portal.png"/></p>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">After that</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">,</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;"> a new </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold;">Portal</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;"> item will appear in the workspace menu.</span></p>
<ol style="list-style-type:upper-roman">
<li value="4" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">To </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold;">activate</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;"> the portal, click the </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold;">Activate</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;"> button. It makes the portal accessible to external users.</span></li></ol>
<p style="line-height: 1.20; margin: 0 0 0 28px;"><img alt="service-portal-3" width="1068" height="445" style="margin:0;width:1068px;height:445px;border:none" src="service-portal-3.png"/></p>
<p style="line-height: 1.20;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">When the portal is </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold;">deactivated</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">,</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;"> you can customize pages or add users. However, invited users will not be able to view pages until the portal is activated. </span></p>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">You can also </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold;">disable</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;"> the portal if necessary. It will no longer appear in the app list. If you re-enable the portal later, all pages previously created in the portal will be saved</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span></p>
<li value="1" class="p_Normal">Нажмите на значок шестерёнки рядом с названием раздела и выберите пункт <span style="font-weight: bold;">Настройка портала</span>.</li></ol>
<p class="p_Normal" style="margin: 0 0 0 35px;"> <img alt="sportal-1" width="366" height="322" style="margin:0;width:366px;height:322px;border:none" src="sportal-1.png"/></p>
<ol style="list-style-type:upper-roman" start="2">
<li value="2" class="p_Normal">На открывшейся странице нажмите кнопку <span style="font-weight: bold;">Включить</span>. </li><li value="3" class="p_Normal">Откроется окно, в котором можно выбрать способ наполнения портала. Вы можете воспользоваться <a href="portal-setting.html#template" class="topiclink">преднастроенным шаблоном</a> или выбрать <a href="portal-setting.html" class="topiclink">пустой портал</a> и настроить страницы самостоятельно. </li></ol>
<p class="p_Normal" style="margin: 0 0 0 35px;"><img alt="service_portal_2" width="795" height="467" style="margin:0;width:795px;height:467px;border:none" src="service_portal_2.png"/></p>
<p class="p_Normal">После включения в левом меню раздела появится новый пункт — <span style="font-weight: bold;">Портал</span>. </p>
<ol style="list-style-type:upper-roman" start="2">
<li value="4" class="p_Normal">Чтобы перевести портал в <span style="font-weight: bold;">активный режим</span>, нажмите кнопку <span style="font-weight: bold;">Активировать</span>. После этого портал станет доступен для работы внешним пользователям.<img alt="sportal-2" width="816" height="270" style="margin:0;width:816px;height:270px;border:none" src="sportal-2.png"/></li></ol>
<p class="p_Normal">В <span style="font-weight: bold;">неактивном режиме</span> вы можете настраивать страницы и добавлять пользователей. Однако приглашённые пользователи не смогут просматривать страницы до тех пор, пока портал не активирован. &nbsp;</p>
<p class="p_Normal">При необходимости можно <span style="font-weight: bold;">Отключить</span> портал. Он перестанет отображаться в списке приложений. Если в дальнейшем включить портал снова, все ранее созданные в нём страницы будут сохранены.</p>
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