Your CXcherry platform allows you to create separate portals for your clients, partners, and contractors etc. This is useful for cases where you want to have a separate URL, login page and look & feel for the portals. However, this feature is not available for customers who are on ‘Beginner’ plan. 

To create a new portal, log in to your CXcherry platform as the Portal Admin (main Admin account that is created while setting up your CXcherry platform). Click on the gear icon in the header and select Manage Portals item. On the Manage Portals page, press the plus button at the top. 

In the slide-out panel, fill out the information on the page. The mandatory fields are marked with an asterisk*. A few details about fields on this page: 

  • Client Name: Name of the client for the new portal. 
  • First Name: First name of the Super Admin of the new portal. 
  • Last Name: Last name of the Super Admin of the new portal. 
  • Email Address: Email Address of the Super Admin of the new portal. This must be a valid email address which can be accessed by the Super Admin of the new portal. 
  • Domain Type: Select one of the following options from the drop down: 
  •  Sub Domain: Choose this option if you want the URL of the new portal to be a subdomain of cxcherry.com. For e.g. https://cxcherryacademy.cxcherry.com.
  •  New Domain: Choose this option if you want the URL of the new portal to be a completely new domain. You need to follow the following instructions:
  • For a second level custom domain. An example of a second level custom domain is yourcompany.com. Please prefix "http:" or "https:" to the portal address. So the portal address should be http://yourcompany.com or https://yourcompany.com. The IP address for an A RECORD redirection is 75.2.23.22. CXcherry will automatically and internally complete the redirection, and it will always redirect to www.yourcompany.com. 
  • For a third level custom domain. An example of a third level custom domain is subdomain.yourcompany.com. The IP address for an A RECORD redirection is 75.2.23.22. CXcherry will automatically and internally complete the redirection, and it will always redirect to subdomain.yourcompany.com.
  • Portal Address: If Domain Type is “Sub Domain” then you need to enter just the sub domain name else you will need to enter the complete address. The system will do a check to ensure that the portal address is unique. 



 

Press SAVE button to create a new portal on your CXcherry platform. This will trigger an email notification to the Super Admin (Notification to Super Admin for portal creation) of the new portal so that they can choose their own password by using set password link in the email notification. In case you want to resend the Notification to Super Admin for portal creation notification to the Super Admin of the new portal, you can do it by clicking message icon under the Action column. 

 

Once you have created the new portal, you will be able to configure some additional settings for the portal as well as change the above information. This can be done by clicking the Edit icon under the Actions column. A few details about these additional settings: 

  • Admin Expiry Date: Expiry date for Admin accounts. 
  • User Expiry Date: Expiry date for User accounts. 
  • Allow client to create their courses: Enable this option if you want the Super Admin of the new portal to create their own courses. 
  • Allow client to white label their portals: Enable this option if you want the Super Admin of the new portal to white label their portal. 
  • Maximum file size to upload: Select the maximum size for a file that can be uploaded on the new portal from the drop down. CX Cherry platform supports four types of file sizes viz 128 MB, 256 MB, 512 MB, and 1 GB. 

 

You can also delete a portal. This can be done by clicking Delete icons under the Action column. However, this is an irreversible action, and you will lose the entire data for the new portal. 

 

You can temporarily login as Super Admin of the new portal to perform actions on their behalf or help with troubleshooting. When impersonating as Super Admin of the new portal, you will have access to exactly what the Super Admin can access in the platform and you will be able to operate in the platform as if you logged in as that Super Admin. This can be done by clicking the icon under the Proxy Login column. 

 

You can assign eLearning courses to a portal by clicking the icon under the Courses column. You will be redirected to the courses listing page of the portal. On the courses listing page, press the plus button at the top. You can select courses from the list. Press ASSIGN button to assign courses to the portal. Once an eLearning course is assigned to the new portal, Super Admin of the new portal will only be able to make changes only to the Course Settings and Notifications of the eLearning course being assigned.    

You can unassign eLearning courses from a portal. This can be done by selecting the courses which you want to unassign on the courses listing page of the portal. Press UNASSIGN button to unassign courses from the portal. This will hide the eLearning course from the new portal.