205 lines
21 KiB
HTML
205 lines
21 KiB
HTML
<!DOCTYPE html>
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<html lang="en">
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<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
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<p><a href="service-portal.html">External portal</a> / Sign in to the portal</p>
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</div>
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</div>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Sign in to the portal</span></h1>
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</header>
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<section class="article__content">
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<div class="scroll-top-inner">
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<a href="#h1-article" class="scroll-top"></a>
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</div>
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<!-- Placeholder for topic body. -->
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<h2 class="p_Heading2"><a id="register" class="hmanchor"></a><span class="f_Heading2">Registration</span></h2>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;">For a user to access the portal and its pages, the administrator has to <span style="color: #0000ff;"><a href="add-external-users.html" class="topiclink">invite</a></span> them by sending an <span style="color: #0000ff;"><a href="add-external-users.html#inviatation-link" class="topiclink">invitation link</a></span><span style="color: #394149;">. </span>If SAML integration or authentication via an <span style="color: #0000ff;"><a href="portal-login-page.html#third-party-service" class="topiclink">external service with automatic registration</a></span> is enabled, there is no need to send an invitation link. It is enough to provide the user with a link to the portal page<span style="color: #394149;">.</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;">After clicking on the invitation link, the user will see the registration page, which can be <a href="enter-the-portal.html#customize" class="topiclink">customized</a> if needed. If the user signs in to the portal for the first time using SAML or an external service with automatic registration enabled, registration will not be required. In this case, the user will immediately see the <a href="enter-the-portal.html#log-in" class="topiclink">sign-in window</a>.</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;">To complete registration, the user enters their email address and clicks <span style="font-weight: bold;">Send verification code</span>. Then they should enter the code received to the specified email to proceed to filling in the fields in the <span style="font-weight: bold;">Invitation to the Portal </span>window.</p>
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<p style="line-height: 1.20;">If <a href="enter-the-portal.html" class="topiclink">authentication with phone number</a> is enabled in the portal settings, the user can register without entering email, specifying only their phone number. A verification code to confirm the authentication data will be sent to the specified phone number.</p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;">If you do not want the user to confirm email and phone number, but to start filling in personal data right away, select the <span style="font-weight: bold;">Without contact data confirmation</span> option when <a href="add-external-users.html#inviatation-link" class="topiclink">generating the invitation link</a>.</p>
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<p style="line-height: 1.20; margin: 16px 0 16px 0;">In the <span style="font-weight: bold;">Invitation to the Portal </span>window, the user is required to specify their full name and create a password. <a href="security_settings.html#password-policy" class="topiclink">Password policy</a> settings will be applied.</p>
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<p style="line-height: 1.20;"><img alt="add-external-users-4" width="538" height="457" style="margin:0;width:538px;height:457px;border:none" src="add-external-users-4.png"/></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;">After saving personal information, the user will proceed to the <span style="color: #0000ff;"><a href="portal-setting.html" class="topiclink">configured portal pages</a></span>.</p>
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<p style="line-height: 1.20;">After clicking <span style="font-weight: bold;">Save</span>, the user sees the <a href="portal-setting.html" class="topiclink">configured portal pages</a>.</p>
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<p style="line-height: 1.20;">By default, external users only have access to portal pages and the data displayed on them. You can also <span style="color: #0000ff;"><a href="360007527512.html" class="topiclink">configure</a></span> individual access to the workspace where the portal was created and its apps. In addition, you can completely <a href="block-user.html" class="topiclink">lock</a> a user and completely restrict their access to the portal.</p>
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<h2 class="p_Heading2"><span class="f_Heading2">Sign-in page</span></h2>
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<p style="line-height: 1.20;"><a id="log-in" class="hmanchor"></a>If a user signs out of the account, an external user registered or imported from AD/LDAP<span style="color: #0000ff;"> </span> can sign in to the portal again. To do that, they can click on the link provided and enter their email or login and password on the opened page. <span style="color: #394149;"><a href="security_settings.html#password-policy" class="topiclink">Password policy</a> </span>settings will be applied.</p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;">If <span style="color: #0000ff;"><a href="portal-login-page.html#authorization" class="topiclink">authentication with phone number</a></span> is enabled on the portal, to sign in the user can enter the phone number and account password.<span style="font-size: 15px;"> </span>If sending one‑time codes is additionally enabled in the portal settings, the user can enter the phone number and receive the code. After entering the code, the user is then signed in to the portal.</p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;">This is the same page that a user first sees when signing in to the portal via the provided link when SAML integration is configured or via an <span style="color: #0000ff;"><a href="portal-login-page.html#third-party-service" class="topiclink">external service with automatic registration is enabled</a></span>. Please note that for users entering the external portal via SAML, authentication by phone number is not available.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">To sign in via an external service, the user will click <span style="font-weight: bold;">Use another sign-in method</span>, then select the authentication module, and proceed to the page of signing in to the account of the external service. By specifying the account details, the user will be signed in to the portal.</p>
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<p style="line-height: 1.20; margin: 16px 0 0 0;"><img alt="portal3" width="450" height="328" style="margin:0;width:450px;height:328px;border:none" src="portal3.png"/></p>
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<p class="p_Normal">You can customize the sign-in page as well as enable the <a href="portal-login-page.html#authorization" class="topiclink">password recovery</a> option for users.<a id="customize" class="hmanchor"></a></p>
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<p class="p_Normal">If <a href="portal-login-page.html#two-factor" class="topiclink">two-factor authentication</a> is enabled for the portal, after entering the login and password, the user will see a window for specifying a confirmation code.</p>
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<h2 class="p_Heading2"><span class="f_Heading2">Sign in to the portal in an application</span></h2>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;">An external user can interact with the portal pages from the <span style="color: #0000ff;"><a href="mobile_app.html" class="topiclink">mobile application</a></span> (version 1.3.0 or higher) or <span style="color: #0000ff;"><a href="360027248771.html" class="topiclink">desktop application</a></span> (version 2.0.6 or higher).</p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;">To do this, the administrator needs to <span style="color: #0000ff;"><a href="portal-app.html" class="topiclink">place a special link</a></span> for access from the application or a QR code on the portal page.</p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;">To sign in to the external portal from the application, the user should follow the link placed on the portal page. After that the BRIX application will open with the external portal authentication page.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">To get access to the portal with a QR code a user needs to open the portal page where the code is placed and the BRIX mobile application. Then on the sign-in page in the application click <span style="font-weight: bold;">Scan QR code</span>. After scanning the image, the login page to the external portal will open.</p>
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class="bottom-nav__link">add-external-users.html</span>
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