Manage a client portal

Go to Portals and click View Details on a portal. The list shows each portal's Students, Registration stage, Created date and Status.

Portal Information and Branding

Update the company details, the Address (registered business address for this portal) and the Branding (logos, favicon, primary colour). The subdomain can't be changed. Click View Portal to open it.

Users

Add or remove the portal's admins (Add Portal Admin). Deleting a user is permanent.

Analytics and Revenue

• Activity: Logins (30 days) and Active Users (7 days)
• Revenue: Total Revenue, Revenue (30 days) and Pending Payments

Email (SMTP)

By default the portal sends emails (registration, verification, password reset) from Practet. To send them from the client's own address:

1. Fill in the SMTP Server details: SMTP Host (e.g. smtp.gmail.com), Port, Username and Password.
2. Fill in the Sender Details: From Email (e.g. [email protected]) and From Name.
3. Choose Use TLS or Use SSL, and turn it Active.
4. Click Test SMTP, enter a recipient and Send Test.
5. Save Changes. Use Remove to go back to the default.

Transfer Funds

Move credits from your dealer wallet into the portal's wallet. The amount is in your dealer currency and is converted to the portal's currency. Add optional notes. Past transfers are listed below the form.

Custom Domain

Buy a custom domain for the portal from the wallet. SSL Certificate Included. Once it's active, you'll see Renews on and Days remaining.