Quick Start Guide
To help you get up and running quickly and easily, this Getting Started guide is designed to help you get familiarized with the basic setup functionality of Passportal.
This is not an all inclusive guide to the Passportal product and so does not cover some additional features. For full information on the product, please see the full Passportal documentation.
Initial Settings
Browser Extension
User Access
When setting up Security Groups and Folder Structure consider the advice and example setup in Best Practices for Security Groups and Folder Structures, which includes an updated example of a Security Groups and Folder setup.
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Permission Levels determine what actions a user can and cannot perform.
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Security groups are used to restrict access.
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Organize the clients credentials and articles into a structure suitable for you and your clients needs.
Adding Users
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Users can also be imported via CSV or via an Integration.
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Clients
Imports
Integrations
Further Considerations