204 lines
21 KiB
HTML
204 lines
21 KiB
HTML
<!DOCTYPE html>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">External portal</span></h1>
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<!-- Placeholder for topic body. -->
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<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>
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<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;"> </span></p>
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<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>
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<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. </span></p>
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<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>
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<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;"> </span></p>
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<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>
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<h2 class="p_Heading2"><span class="f_Heading2">Getting started</span></h2>
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<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>
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<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>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
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<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>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
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<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>
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<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;"> </span></p>
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<ol style="list-style-type:upper-roman">
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<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>
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<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>
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<ol style="list-style-type:upper-roman">
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<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>
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<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>
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<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;"> </span></p>
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<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>
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<ol style="list-style-type:upper-roman">
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<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>
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<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>
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<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>
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<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;"> </span></p>
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<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>
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