Table of Contents

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

Portal Configuration Tool Guide

Portal Configuration Tool Guide

Portal State Management

Portal State Management

When you create a portal, you can enable the portal state management. Use the portal state management to refer to the status of records and control access to the portal pages.
You can assign one ore more states to each page. Based on the status of the records, the users get access to the corresponding pages.
For example, define portal states, such as registered, submitted, approved, rejected, and sent back. When a supplier signs up, the record is associated to the registered state. The supplier will be able to see pages that are associated to the registered state. If you associate the registration page to the registered state, the supplier can access the registration page to submit additional details. After the supplier submits additional details, the record is associated to the submitted state. The supplier will be able to see pages that are associated to the submitted state. After the record is approved, the supplier will be able to see pages that are associated to the approved state.
After you create a portal, you cannot enable or disable the portal state management.

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