Portal Settings

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Overview

Below is a business-focused explanation of the Portal Settings document in Dafater.

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Portal Settings – Business Overview

What Portal Settings Is Used For

Portal Settings controls how external users experience your business portal in Dafater. It defines what customers, suppliers, partners, or employees can see and access when they log in through the portal.

From a business perspective, this document ensures that the online portal reflects your service model, supports self-service, and provides the right level of transparency to external stakeholders—without exposing internal operations.

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Prerequisites Before Using Portal Settings

Before setting up Portal Settings, the following should already be in place:

• Your business portal is active and intended for external use
• User groups such as customers, vendors, or partners are clearly defined
• Core business processes (sales, support, finance, HR, etc.) are already established
• Management has decided what information should be shared externally versus kept internal

Having clarity on these points ensures Portal Settings supports your business goals rather than creating confusion or risk.

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Typical Workflow and Business Fit

The usual business flow for Portal Settings looks like this:

1. Define portal objectives
   Decide why the portal exists—customer self-service, supplier coordination, employee access, or a combination.

2. Configure Portal Settings
   Enable or restrict access to documents, pages, and services that external users can view or interact with.

3. Assign users to the portal
   Customers, vendors, or employees are invited and given portal access aligned with the defined settings.

4. Operate and monitor
   External users begin using the portal to check information, submit requests, or track transactions, reducing manual workload for internal teams.

5. Review and refine
   Portal Settings are periodically reviewed as business needs, compliance requirements, or service models evolve.

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Key Business Scenarios Where Portal Settings Is Essential

Customer Self-Service
Customers can view orders, invoices, payments, or support tickets without calling or emailing your team.

Vendor or Partner Collaboration
Suppliers can track purchase orders, delivery expectations, or payment status, improving transparency and trust.

Employee or Contractor Access
Non-internal users can securely access selected documents such as payslips, requests, or assigned tasks.

Scalable Business Growth
As your customer or partner base grows, Portal Settings allows you to serve more users without increasing administrative effort.

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Important Considerations for Users

• Data visibility matters: Only share information that external users genuinely need to see.
• Consistency with business policy: Portal access should align with company policies and service agreements.
• Customer experience focus: A well-configured portal reduces friction and improves satisfaction.
• Periodic review: As your offerings or processes change, Portal Settings should be updated accordingly.
• Risk awareness: Overexposing data can create compliance or trust issues—balance transparency with control.

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Summary

Portal Settings is a strategic control point in Dafater that defines how your organization engages digitally with the outside world. When used thoughtfully, it improves efficiency, enhances transparency, and supports scalable, professional business operations.

Basic Information

• Module: Website
• Document Type: Other
• Type: Single (Configuration)

Fields

Field Name	Label	Type	Required	Options	Description
default_role	Default Role at Time of Signup	Link		Role	Role automatically assigned to new portal users during Dafater signup
defaultportalhome	Default Portal Home	Data		-	Landing page users see first after logging into Dafater portal
hidestandardmenu	Hide Standard Menu	Check		-	Hide Dafater default portal menu for a simplified user experience
menu	Portal Menu	Table		Portal Menu Item	Define standard Dafater portal menu items visible to portal users
custom_menu	Custom Menu Items	Table		Portal Menu Item	Add custom Dafater portal menu items tailored to business needs

Child Tables

Portal Menu (Portal Menu Item)

Field Name	Label	Type	Required	Options	Description
title	Title	Data	✓	-	Menu title shown to Dafater portal users
enabled	Enabled	Check		-	Enable or disable menu visibility in Dafater portal
route	Route	Data	✓	-	Portal route or URL path for Dafater navigation
reference_doctype	Reference Document Type	Link		DocType	Dafater document type linked to this portal menu
role	Role	Link		Role	Dafater role allowed to view this portal menu
target	Target	Data		-	Browser target behavior when opening Dafater portal link

Custom Menu Items (Portal Menu Item)

Field Name	Label	Type	Required	Options	Description
title	Title	Data	✓	-	Menu display title shown to users in Dafater portal.
enabled	Enabled	Check		-	Controls whether this menu item is active in Dafater.
route	Route	Data	✓	-	Defines the Dafater portal navigation path for this menu.
reference_doctype	Reference Document Type	Link		DocType	Linked Dafater document type associated with this portal menu.
role	Role	Link		Role	Dafater role required to view and access this menu.
target	Target	Data		-	Specifies how the Dafater portal page opens when clicked.

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
Website Manager	✓	✓	✓	✓

Related DocTypes

DocType	Relationship	Module
Role	Links to	Core