Create a portal for a client
Set up a new branded portal with its own subdomain, then add the client's first portal admin.
1. Create the portal
Go to Portals → Create Portal, and fill in three sections.
Business Identity
- Company Name (required)
- Subdomain (required): the portal's web address, e.g.
acme→acme.practet.com. At least 3 characters, and only lowercase letters, numbers and hyphens. Some names are reserved. The subdomain can't be changed later. - Company Website
Contact & Location
- Contact Email and Contact Phone (required), Country (required), and the address
Branding
- Primary Color, Logo and Favicon
Click Create Portal. You'll see Portal created successfully.
2. Add the client's portal admin
Open the portal → Users → Add Portal Admin. Dealers can only add Portal Admins. The admin can invite other users (students, teachers, staff) from inside the portal. Share the password with the admin. They can change it after signing in.
3. Fund the portal (optional)
Move credit from your dealer wallet into the portal so the client can give students access straight away. See Manage a client portal.
4. Hand over
Send the client their portal address and admin sign-in, and point them to the For Institutions section of this helpdesk.
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