Set up Authentication and Activate the Portal

Before constituents can access your organization's portal, you must set up authentication, enable features for portal users to use, and activate the portal. Activation secures your custom URL and makes the site available to access on the web.

1. From Settings, Tools, select Portal settings.

2. Select Begin setup.

3. Under Set support contact, select Enter contact information. Enter a designated contact name and email address or phone number for the person (or office) at your organization users should contact for help with the portal. Save it.

   Note: Contact information appears on the portal invitation.

4. Under Add branding, select Add branding. Update the visual elements in the portal and authentication pages to match your organization's branding, such as the display name, logo images, and primary color.

5. Under Manage branded authentication, select Manage settings. Enter custom summary text and link to custom help content from the authentication pages.

6. Under Add privacy links, select Edit privacy links. Enter the URL to your organization's privacy policy. Next, enter the URL to a form hosted on your website where users can submit privacy related requests, such as to delete their accounts from your database. Both links appear at the bottom of all portal pages.

   Tip: For the link to the form, enter text to match the link name with the form’s page name on your website.

7. Under 5-Claim URL and activate portal, select Finish setup

8. Enter a unique subdomain for your portal's web address and select Continue.

   Warning: After you activate the portal, you can't change the URL. However, you can update the support contact, branding, and privacy links as needed.

9. Review each setting and then select Activate portal. A confirmation appears with your live URL.