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How to Setup a Corporate Portal

 

1) How do I request additional Corporate Portal licenses from 4over?

  1. Click Request Licenses.
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  2. Select the Number of Licenses from the drop down.


  3. Click Submit.

  4. The status will show Pending until 4over issues the license(s).

  5. Click (X) to close.
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2) How do I configure pricing for my Corporate Portal licenses?

  1. From Admin, go to App Marketplace.

  2. Click Browse.

  3. Select Canvas Base Corporate Portal app.
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  4. Click License Config/Setup.

  5. Set either:

    • Cost Per License, or

    • Activation Fees

  6. Click Save Changes.
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3) How do I request a Corporate Portal license on behalf of a customer?

You may request and set up the license yourself or have the customer complete it.

  1. From Admin, log in as your customer:

    • Click Contacts > Browse All

    • Locate the customer’s name

    • Click Login

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  2. Click My Profile > View My Profile.
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  3. On the profile page, click Applications app.
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  4. Select Canvas Base Corporate Portal app.
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  5. Click Manage License(s).
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  6. Click Request Licenses.
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4) How do I approve a requested license as the Admin Owner?

  1. In Admin, go to App Marketplace > Licenses.
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  2. Locate the customer’s name with Pending License status.

  3. Click Issue Licenses.

  4. Click OK.

The Corporate Portal license is now successfully issued.

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5) How do I set up an Organization for my customer?

You must create the Organization before building the portal.

  1. Log into the storefront as your customer (from Admin).

  2. Click My Profile

  3. Select View My Profile.
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  4. Click Organizations app.
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  5. Click Create a New Organization.
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  6. Enter the organization information and click Create & Continue.
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  7. Edit member info and click Save Member Information.
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  8. Go to the Member Permissions tab.

  9. Set custom permissions for the Organization owner and click Save Permissions.

    • You may remain the Admin Owner or assign your customer as owner.
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  10. Click My Profile and switch to the new Organization.
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6) How do I create a Corporate Portal?

  1. Click Create New Portal (from the pop-up screen).
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  2. Enter a Portal Description.
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  3. Under Portal Type, select Corporate Portal.
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  4. Select the Product Categories and Sizes to include.

  5. Set Status to Published.

  6. Click Save & Continue.

Your Corporate Portal is now created.

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7) How do I set up addresses, customization, and branding?

Address Setup:

  1. Click the Portal Addresses tab and assign a Shipping & Billing address.
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  2. Click the Customization & Branding tab.

  3. Edit Portal Theme & Settings under Appearance tab.

  4. Click Logo/Favicon tab to add Logo and Favicon.

  5. Click Custom CSS Overrides tab to further customize/style the customer portal with CSS code


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  6. Click Yes, Refresh.

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8) How do I create Design Layout Template Properties?

  1. Click the Configuration tab.
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  2. Scroll down and click Edit Layouts.
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  3. Click Create New Design Layout.
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  4. Enter the Layout Size (e.g., 3.5 x 2).

  5. Add a Layout Name and Description.

  6. Click Save & Proceed.
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  7. Set Active to Yes.

  8. Choose Orientation.

  9. Select whether to display a Logo/Photo Area.

  10. Select Category Filters (or create your own).

  11. Choose Layout Style and Color Filters (optional).

  12. Select Side (Front or Back).

  13. Click Save & Proceed.
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9) How do I design Layout Templates?

Inside Builder Mode:

  • Use the editing tools above the template box.

  • Add Backgrounds (stock library or upload your own).

  • Add Images, Shapes, or Icons (stock or upload).

  • Insert:

    • New Text Fields

    • Text Menus

    • Text Area Fields

  • Edit font style, color, size, etc.

  • Lock text positions or prevent customer editing if needed.
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When finished:

  1. Click Save & Finish (still in Builder Mode).

  2. Review and edit if necessary.

  3. Click Proceed.

  4. Create a back side layout if needed.
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10) What are Layout Groups and how do I create them?

Layout Groups allow multiple back-side options for a single front-side design.

  1. Click Layout Group.Picture28

  2. Enter a Group Name/Description.

  3. Click + Create Layout Group.
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  4. Select Size, Categories, and Style Filters (optional).
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  5. Select at least two layouts.

  6. Click Save Layout Group.

Customers will now see multiple back-side options in the designer.

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11) How do I exit Builder Mode?

  1. Click Exit Builder Mode (bottom right corner of the Portal).
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You are now live in the Corporate Portal. Select a product to access the Online Designer.

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12) How do I invite members to the Organization?

  1. Log into the storefront as the Corporate Portal Admin.

  2. Click My Profile.

  3. Switch to the Organization.
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  4. Select the Portal.

  5. Click My Profile (Organization).
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  6. Click Organizations.
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  7. Click Members.
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  8. Go to the Invite Member(s) tab.

  9. Enter the member’s information.

  10. Click Invite Member.

The member is successfully added.

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If you’d like, I can also format this into a polished, client-facing PDF version with simplified language.