How to enable single sign in with microsoft identity – YouTube
How to enable single sign in with microsoft identity You can allow the portal users or new portal users to log in or register through Microsoft ID. Just…
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How to enable single sign in with facebook – YouTube
How to enable single sign in with facebook You can allow the portal users or new portal users to log in or register through social media platforms like…
How to enable single sign in with gmail – YouTube
How to enable single sign in with gmail You can allow the portal users or new portal users to log in or register through Google ID (Gmail). Just…
How to enable reCaptcha for portal – YouTube
How to enable reCaptcha for portal The portal users will get the reCAPTCHA V2 or V3 as you have configured in the reCAPTCHA settings from “Portal General Settings”.…
How to sync entity updates in portal – YouTube
How to sync entity updates in portal Once you successfully authenticate the CRM, you can enable the CRM entities from the Entity Configuration. You will get the list…
How to create role for sub admin user – YouTube
How to create role for sub admin user By creating roles for your Sub-Admin/Admin users, you can assign them some special rights to access the data only they…
How to create manage sub admin user in portalxpand – YouTube
How to create manage sub admin user in portalxpand You can add and manage the Admin users from the Settings ? User Management ? Users. Watch out for…
How to create workflow for updating existing rights based on actions preformed – YouTube
How to create workflow for updating existing rights based on actions preformed You can add the rules and set the conditions if you want to show the specific…
How to create workflow for loading specific type – YouTube
How to create workflow for loading specific type You can add the rules and set the conditions if you want to show the specific entity data in the…
How to enable stripe payment gateway in portalXpand 1 – YouTube
How to enable stripe payment gateway in portalXpand 1 You can configure the “Stripe” payment gateway in the PortalXpand for the portal users in the customer portal. Here…