🔐 Required Role Permissions: Portals
🔓 Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports
You have the option to set up multiple portals for different users - internal staff, your partners and yourself, all while retaining oversight over your and your collaborators' activities.
📒 NOTE
If you plan to host your sales portal on a custom domain, please read our article on How to Point Your Ventrata Sales Portal to a Custom Domain before you continue.
To set up a sales portal, log into the Ventrata dashboard and follow these steps:
Go to Resellers > Portals.
Press the + New Portal button.
Fill in the 'Name'. This is the name of your portal.
Check 'Primary' if you want to make this portal your main portal.
📒 NOTE
The 'Layout' field is a custom-built portal layout done by the Ventrata. If you require a custom layout for your sales portal, reach out to your dedicated Customer Success Representative.
Select the brand you want to associate with the portal.
📗 TIP
Brands are collections of visual identities (colour schemes, logos, banners) which can be applied to various elements of your Ventrata infrastructure. Read our article on How to Use Custom Brands to learn more.
Enter the hostname of the portal domain.
📒 NOTE
Please make sure you have read our article How to Point Your Ventrata Sales Portal to a Custom Domain before you continue in the portal setup.
Select a payment gateway to enable card payments processing on the portal.
📒 NOTE
You must have the selected gateway configured in your Ventrata dashboard and you must be registered with the gateway provider.
Select which users can access the portal:
Upload a PDF file with Terms and Conditions.
📒 NOTE
The file uploaded in the sales portal is a page that shows the uploaded terms and the URL can be sent to your agents in the following format:
[sales_portal_domain].com/en/login/terms.This is not to be confused with the Terms and Conditions in the footer of the login page of the portal, which are pulled form the Privacy terms in the Supplier Settings.
If this is a portal for operators, enter an email address or telephone number where operators can reach you.
📗 TIP
The contacts will be displayed on the operator portal login page.
Select a 'Featured Category' to highlight products of the selected category.
📗 TIP
Products in the featured category will be displayed on larger tiles and will be placed first in the product list.
Select an 'All Products Category' to display products in a preferred order.
📗 TIP
Categories group products together within the Ventrata infrastructure. Read our article on Categories to learn more.
Enable 'Allow Reseller Signup' to allow resellers to sign up to your portal.
📗 TIP
As the supplier, you will have to approve and set up the reseller agent in the Ventrata dashboard before the agent can log in to the portal.
Customise the colour scheme of your sales portal.
📗 TIP
This step is unnecessary if you associated a brand with your portal in step 5.Define the portal's metadata in the 'Head' field.
📗 TIP
Information in this box will not be visible on the portal. Using HTML, you can define how browsers should display the portal or control its visibility in search results.
Press the Create Portal button.
