We provide a number of step-by-step, downloadable PDF guides on how to setup and use Adxstudio Portals to help you with the evaluation process of the demonstration portals.

1. Installing, logging in & managing users

This set of demo guides will walk you through the basics of logging in after creating your demo portal, adding other users as portal administrators, and creating web roles for your users.

Installing Adxstudio Portals

At the end of this guide you will have installed Adxstudio Portals, mapped it to your CRM org and loaded Portals as the administrator.

Login with Administrator Account

At the end of this guide you will be able to access your Adxstudio Portal in the Administrator role.

Create Portal Administrators

At the end of this guide you will be able to assign Adxstudio Portal users as Administrators.

Create Web Roles

At the end of this guide you will be able to create new web roles and assign portal users to those roles.

2. Working with portal invitations

This set of demo guides will walk you through the process of inviting users to your portal through both an invitation and open model as well as the experience of being a user invited to your portal. See our technical documentation for more.

Send Portal Invitations

After completing this guide you will be able to send invitations to new users allowing them to use your web portal.

Redeem Portal Invitations

After completing this guide you will be able to redeem an invitation sent to a new user allowing them to access the web portal.

Using Open Registration

After completing this guide you will be able to sign up your web portal as a new user without an invitation code.

3. Site theming & managing advanced content

This set of demo guides will walk you through theming your site and some of the more advanced content management processes of updating your home page hero banner, the header & footer, and the primary navigation.

Skinning your Portal

After completing this guide you will have a design theme installed on your portal.

Changing the Header and Footer

After completing this guide you will be able to update your web portal header and footer.

Changing the Banner

After completing this guide you will be able to update your web portal banner, often referred to as the “hero” banner.

Updating the Primary Navigation

After completing this guide you will be able to update the primary navigation of your web portal including adding, deleting, reordering and grouping links.

4. Forms

This set of demo guides will walk you through the basics of creating and editing web forms.

Create Portal Forms

At the end of this guide you will created a simple lead form for your portal.

Edit Existing Portal Forms

At the end of this guide you will be able to edit your existing web form.