GreenKite In Action
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Creating a Customer Portal Page in GreenKite - November 25, 2007
Portal Pages are ideal for creating pages intended only for a certain audience (i.e., You want some site information to be accessible to only a certain client).
The key to this is using GreenKite's restricted pages feature.
First, create a GreenKite user account so your customer can log in with a username and password.
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In GreenKite Explorer - we will create a new user called John Smith - for the the company XYZ Shipping.
- Under user type - we will define a type called XYZ.
- For landing page - we will specifiy a page name. This page is where the user is sent immediately after logging in. We will call this page 'xyz_portal' which we will create in our next step.
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Next, we create a new page that will act as the landing page for the customer portal.
- In GreenKite Explorer simply create a page called xyz_portal.
- In the page properties set the restricted value to yes
- In the canview groups property enter the usertype of the users that can view this page - in this case xyz
You can define any number of users and usertypes this way. You could have 20 users in the system all with the usertype of
xyz - and all of them will have access to this page. If you want to create multiple user groups - you can have another company with a usertype of
abc - and then you can give both groups access to a page by setting the canview groups property to
xyz,abc
(in page properties)
Advanced Tip: In GreenKite professional or higher - you can define a directory structure and apply these security settings to a directory - and all pages within that directory will inherit the security settings.