Directory User Portal
3 minutes to readUser portal is a set of user-facing pages dedicated to each directory. You can configure the user portal pages to show your custom name and logo. You can include the links to your support center, terms of service, and privacy policy in the user portal footer.
User Portal Pages
Each user portal dedicated to one directory consists of the following pages:
- Sign-in page – displayed for unauthenticated users trying to access user portal or app connections.
- Settings page – the user’s basic information and security settings, where users can update their profile, change password, or set up two-factor authentication. You can guide your users to their settings page by copying the URL from User portal → User portal URLs panel and distributing it to your users.
- Two-factor configuration pages – displayed to app users requested to set up two-factor authentication.
- Password update page – displayed to app users whose password expired.
- Reset password pages – displayed after users click the ‘Forgot password?’ link on the sign-in page.
- Activate user pages – displayed after app users click the link in the activation email.
Customizing User Portal
In your directory, you can configure the dedicated user portal so that your users see your details and branding. While the following steps guide you to customize all the available settings, this configuration is entirely optional, so you can make only the modifications that are relevant to you.
Steps:
- In your directory, click the User portal tab.
- In the Branding panel, click Edit.
- To upload your logo, click the Upload file button and select a PNG image file stored locally on your device.
The image size cannot exceed 1 MB. - In the Display name field, enter the name you want to appear on user portal pages and in messages to users. Click Save.
- To upload your logo, click the Upload file button and select a PNG image file stored locally on your device.
- In the Footer panel, click Edit. Configure the footer of your user portal pages:
- To include your support service URL, click the Support contact switch and paste your support page URL. If you want this link to be visible only to users who signed in, select the Hide this link on publicly available pages checkbox.
The image must be a PNG file not exceeding 1 MB size. - To include a link to your terms of service, click the Terms switch and paste your terms of service URL.
- To include a link to your privacy policy, click the Privacy switch and paste your privacy policy URL. Click Save.
- To include your support service URL, click the Support contact switch and paste your support page URL. If you want this link to be visible only to users who signed in, select the Hide this link on publicly available pages checkbox.
Result: Your user portal pages are now updated with your customized information.
