Table of Contents

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  1. Preface
  2. Introduction to Portal Configuration Tool
  3. Getting Started with the Portal
  4. Creating a Portal
  5. Adding Pages to Portal
  6. Managing a Portal
  7. Localizing a Portal
  8. Deploying a Sample Portal

Portal Configuration Tool Guide

Portal Configuration Tool Guide

Requirements of the Sample Customer Portal

Requirements of the Sample Customer Portal

You work for a beverages manufacturing company called XYZ Distilleries. Numerous restaurants procure beverages from the company. The management team finds it difficult to onboard new restaurants and maintain the customer information. You propose to create a customer portal to onboard new restaurants. The restaurant representatives can use the portal to sign up and initiate a relationship with your organization as customers. After business users in your organization approve a customer, the restaurant representatives can use the customer portal to onboard their profile into the database of XYZ Distilleries and communicate regarding their interest to procure beverages.
For the proposed customer portal, you come up with the following requirements:
  • Capability for the customers to sign up using a sign up page.
  • Capability for the customers to log in to the portal using a login page.
  • Capability for the customers to self-register using a registration page.
  • Capability for the customers to provide additional details about them.
  • Capability for the customers to manage users by adding or removing additional users.
  • Capability to display pages based on the status of the customer record. After customers submit their application, the portal must not allow them to edit their applications until they are approved.

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