The Organisation portal provides a central place for business administrators to access and manage their organisation’s private courses. The following article explains how to activate the organisation portal, assign access to contacts, and as an administrator navigate to an organisation’s portal.
To activate the Organisation portal:
- Open the Settings menu item.
- From the Website section, select Organisation portal.
- Tick Enable portal.
To enable the portal with an Arlo Website you must have the Terms and conditions and Privacy policy pages enabled on your website. To enable the portal with a WordPress, Web Controls, or API integration, you must enter the URL where customers can view your Terms and conditions and Privacy policy pages.
- Press Save changes.
Once enabled, the portal can be accessed at https://[Platformname].arlo.co/p/.
If you have a custom domain, the custom domain will be used for [Platformname].
To grant a contact access to their organisation’s portal:
- Open the Contacts menu item.
- Find and open the contact you would like to edit.
- From the toolbar, press Edit.
- Open the Security section.
- Tick the Organisation portal access checkbox.
This role gives users the ability to access the portal of the organisation listed in the Organisation name field of their contact record.
- Press Save and close.
The Customer portal must also be active for new user accounts to be created.
Administrators can access an organisation’s portal at any time from the management platform. This is particularly useful when assisting business administrators with their queries.
To access a specific organisation’s portal:
- Navigate to the Organisations menu option.
- Search for the organisation.
- Select the organisation to open the record.
- From the top of the left-hand information pane, select Go to portal on the Organisation portal banner.
- Open the Organisations menu item.
- Find and open the organisation whose portal you would like to access.
- From the Organisation portal banner in the top-left, click Go to portal to open the selected organisation's portal.
