Using Portal Profiles

Innovation Studio provides you with the possibility to configure Digital Experience Portals using portal profiles.

Portal profiles enable the customization of each portal to fit to specific brand.

Using portal profiles, you are able to:

  • choose the company logo;
  • choose the background and login background images;
  • set specific system parameters;
  • attach menu items;
  • add dashboards.

Follow the steps below to customize Digital Experience Portals using portal profiles:

  1. Insert in the web.config file of the FintechOS Portal one key with the name of the Portal Profile you wish to have.
    HINT
    Do not insert multiple keys with the name of all your Portal profiles. The system will take the last key inserted and its configurations as default.
  2. To create secondary Portal profiles to the same Innovation Studio and database, duplicate the Portal file that you have in the server or locally. Rename the file as the name of the secondary Portal profile and insert in the web.config file the key containing the name. Therefore, you will have two Portal files with two web.config files and each as inserted only one key with the name of the Portal Profile.
  3. Create the portal profile in the Innovation Studio using no-code.
  4. IMPORTANT!
    Make sure the name is exactly as the value in the key.
  5. Configure the portal profile to be used.
  6. In the Internet Information Services Manager create a new URL for the each portal Profile you have created. The only difference in the URL is the name of the environment. For example https://insertservername.com/Genie20v1.7Gold_PortalProfileNr.2/Main.
    IMPORTANT!
    Two Portal profiles cannot exist at the same link! Each portal profile has its URL.

For example, there are two users named George and Paul. Each of them is using a different portal profile on two different environments. George is an operator, therefore his portal shows the queue of calls he has to answer, and the company logo. Paul works in accounting, therefore menu items only available for his user show him the general ledger and associated transactions. On the dashboard, he has reports and charts displayed, as well as an accounting logo.

To achieve this, two separate portal profiles were created in the Studio through Digital Frontends. Menu items and dashboards were attached to each portal.

For the banking industry, for example, a portal profile could contain menu items that trigger banking processes such as applications for loans, mortgage, corporate investment, savings solutions etc.

For the insurance industry, a portal profile may contain menu items that trigger processes such as motor quote and bind, life insurance, registering a first notification of loss, collecting claims and others.