Signing In to Self-Service Portal
Portal Users
Portal users can access the Unifier website and Portal website. After the Portal user logs in, the Portal landing page is displayed.
Self-Service Portal
Certain business processes can be enabled for access through the Self-Service Portal. The actions users can take through the Self-Service Portal are:
- Create a business process
- Modify a business process
- Add or remove business process attachments
- Add General Comments to a business process
Sign in to the Self-Service Portal
To sign into the Self-Service Portal Landing Page:
- In your web browser, enter the URL you use to access Unifier, followed by /portal. For example:
https://your-web-address.com/portal
- Enter your Self-Service Portal user name and password.
- Click the Sign In. The landing Page opens.
Note: You must have the proper permissions to use the options indicated below.
Self-Service Portal Navigation
The Portal has a fixed Home tab along with Portal Business Processes (BPs) tabs.
- You can re-sequence the tabs through drag-and-drop.
- Unifier retains the last saved tab sequence.
- You cannot close the tabs.
To open or edit an existing record:
- Click the business process tab. The business process log opens in the right pane, listing all available records that you have permission to view.
- Select the record from the log and click Open (or double-click the record from the log.) The record opens in the view-only mode.
- To edit the details, click Edit.
- To submit the edited record, click Submit.
Note: You must have the proper permissions to create, view, or edit portal-enabled records.
Self-Service Portal Home Page (Landing Page)
If your administrator has set up an active (Home) landing page, then the active (Home) landing page is displayed. If your administrator did not setup an active (Home) landing page, then a system-provided Home landing page is displayed. The system-provided Home landing page has the following attributes:
- This page contains pie-charts for each of the BPs.
- The pie-chart has status-based colors corresponding to the status of the BP.
- If there are no records for a given portal BP, then an informational text is displayed. Under each pie-chart a grid is displayed that contains the Record Number, Title, and Status information.
- Only the top five records are displayed, in descending order, based on the last updated date.
- You cannot open the record from the grid. When you click the pie-chart, the system opens the respective BP tab.
Note: All the Portal enabled BPs will get a tile on the Portal landing page, based on user permission. If there are more than 3 BPs, the system displays a scroll bar for viewing more tiles. The order of tiles is determined by the most recently updated BP records.
Self-Service Portal Business Processes Log (Master Log - Business Processes Grouping Node)
The log enables you to see the records and conduct the following:
- Create: To create new records.
- Actions: To select the following options for bulk selection of records:
- Bulk Edit: This option is displayed if you have the permission.
- Print: Provides user the ability to print multiple records as per the selected format (HTML, PDF, and Custom)
- Transfer Ownership: Transferring the ownership to another user. This option is available if you have the "Modify Ownership" permission.
- Terminate Record: Terminating a record. This option is available if you have the "Terminate Workflow" permission.
- View: To see the views that have been defined in Business Process Configuration. For example: All Records, Records Created by Me, Create New View, and Manage Views.
- Edit View ( ): To edit the view settings.
- Refresh ( ): To refresh the items on the page.
- Print: To print the log content, Export to CSV, or Export to Excel.
Notes:
- For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols.
- If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).
- Search ( ): To open the Search window and search the log based on pre-defined uDesigner search fields.
- Find Page ( ): To conduct a search within the displayed page content.
- Help ( ): To view help options.
The gear menu ( ), displayed in front of each record when hovering over the record, enables you to:
- Open: To open a record.
- Copy with Attachments: To copy a record.
- Copy without Attachments: To copy a record.
- Print - HTML: To print a record.
- Print - PDF: To print a record.
- Print - Custom: To print a record.
- Transfer Ownership: To transfer the record ownership to another user. This option is only available when the user has "Modify Ownership" permission.
- Terminate Record: To terminate a record. This option is only available when the user has "Terminate Workflow" permission.
When you select a record, the log displays a pane on the right side of the page. Use this pane to see the record details and attachments by using the following tabs:
- Record Details
- Attachments
Self-Service Portal: Creating and Submitting a New Record (Existing Users Only)
- Select a business process to work with from the log in the left Navigator.
- Click New.
Note: The New option displays if this element is designed in Unifier Configuration. If not, you need to click Create, as explained below.
- Fill out the business process form.
- Click Submit.
Self-Service Portal: Preferences (User Preference)
The Preferences window enables you to enter specific information by using the following tabs:
- General: The Personal Information contains only the First Name and Last Name fields.
- Security: Some of the options are not available for cloud customers.
- Email Subscription: This option is not available in Self-Service Portal.
- Region Format
- Proxy: This option is not available in Self-Service Portal.
- More
See Preferences for additional details about the Preferences window.
Last Published Friday, June 21, 2024