Introduction
You can configure the Oloid User Portal from the Tenant Admin Portal by selecting preferred login options, enabling Single Sign-On (SSO) providers, customizing the visual theme to enhance the end-user experience, and accessing the Oloid User Portal directly by clicking the User Portal link within the Tenant Admin Portal.
Prerequisite
You must select the preferred credentials to be displayed in Oloid User Portal. Refer Tenant Settings > Preferences
Steps to configure Oloid User Portal
Log in to the Tenant Admin Portal.
On the homepage, click user profile icon from the bottom left.
The user profile menu is displayed.
Click Tenant Settings.
The Tenant Settings page is displayed.
Go to App Settings > User Portal.
The Settings and Theme sections are displayed. By default, Settings section is selected.
Do the following:
The Oloid User Portal is configured. You can now view the Oloid User Portal and validate your changes. For more details refer View Oloid User Portal.
Configure Settings section
You can select the preferred login options to be displayed on the Oloid User Portal login screen:
Select Face to log in with facial recognition.
Select Email to allow users to authenticate via an email ID.
Select Phone to allow SMS or phone-based authentication.
The selected option(s) are displayed on the Oloid User Portal login screen.
Enter the Label for user's unique ID field.
Note: User unique ID is displayed if Face is selected as a Login option. You can enter Employee ID, Primary ID, Username, Email as user's unique ID.
Select SSO options to log in to the Oloid User Portal.
Select one or more SSO providers for the Oloid User Portal by selecting the corresponding boxes. Once enabled, users can log in using their selected SSO provider(s).
Select Custom Button to add any specific URL to log into the Oloid User Portal.
Enter Custom Label.
Enter URL for Add Redirect URL.
Select credential(s) for Allow Credential Creation.
The user can create or update the selected credential from the Oloid User Portal.
Click Deploy Changes.
The Confirm Update pop-up box is displayed.
Click Update.
The Settings tab is configured successfully.
Customize Theme Tab
Go to Theme section and do the following:
Upload logo in Customer Logo.
Enter color code in Widget Header/Footer Color.
Enter color code for Header Text Color.
Enter color code for Primary Color.
Enter color code for Secondary Color.
Click Deploy Changes.
The Confirm Update pop-up box is displayed.
Click Update.
Note: You can see all your customized changes in the preview screen as well as in the User Portal. Follow next section for more details.
The Theme tab is customized successfully.
View Oloid User Portal
Log in to the Tenant Admin Portal.
On the homepage, click user profile icon from the bottom left.
Click Tenant Settings.
Select Oloid Apps > User Portal app link.
The Oloid User Portal is displayed successfully.
