Portal Tab
The Portal Tab of the Ribbon contains the following items:
  • Portal Settings: when a sponsor has been set up on the portal, this button displays a screen which then allows Users to modify Portal Settings.
  • Firewall: set Firewall rules for blocking devices and locations.
  • Manage Portal Security: allows Users to Manage Portal Security, including User IDs, registration numbers, and passwords for the Sponsor or an individual basis.
  • Login Pages: manage customizable Login Pages.
  • Email Messages: manage pending and sent Email Messages related to the portal.
  • Call Center: perform an advanced Call Center search to open a participant, often using caller information.
  • Open in Portal: open a user, sponsor, or participant within the Internet Portal.
  • Controller Log: displays portal actions and errors (besides person data changes) processed over across all sponsors in the Log.
  • Data Changes: displays person Data Changes for the open sponsor processed through the portal.
  • Outage Log: view portal Outages for a specified period.
  • Usage Statistics: displays portal Usage Statistics.


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