Manage Portal
Configure the student and parent self-service portal for accessing academic information and services.
Time required: 20-30 minutes
Module: portal, openeducat_portal_enterprise
User role: System Administrator
Prerequisites
Steps
Step 1: Access Portal Settings
- Go to Settings -> General Settings
- Navigate to Portal section
- Or Website -> Configuration -> Portal
Step 2: Enable Portal Access
| Setting | Description | Recommended |
|---|
| Customer Portal | Enable portal | Yes |
| Portal Features | Available options | All |
| Sign Up | Allow self-registration | Controlled |
Enable/disable portal sections:
| Section | Description | Access |
|---|
| Dashboard | Overview page | All users |
| Academic | Courses, grades | Students |
| Attendance | Attendance records | Students |
| Fees | Fee statements, payments | Students/Parents |
| Library | Book status | Students |
| Timetable | Class schedule | Students |
| Exams | Schedule, results | Students |
| Documents | Certificates, letters | Students |
Step 4: Set Up Student Portal
Configure student-specific features:
| Feature | Description |
|---|
| View Grades | See academic results |
| View Attendance | Check attendance records |
| Pay Fees | Online fee payment |
| Download Documents | Get certificates |
| Submit Assignments | Upload assignments |
| View Timetable | Access class schedule |
Step 5: Set Up Parent Portal
Configure parent access:
| Feature | Description |
|---|
| Link to Students | Connect to child records |
| View Child Progress | See grades, attendance |
| Pay Fees | Make payments |
| Communicate | Message faculty |
| Receive Alerts | Get notifications |
| Role | View | Edit | Download |
|---|
| Student | Own data | Limited | Allowed |
| Parent | Child data | None | Allowed |
| Alumni | Historical | None | Limited |
Step 7: Customize Portal Appearance
| Element | Customization |
|---|
| Logo | Institution logo |
| Colors | Brand colors |
| Welcome Text | Portal greeting |
| Quick Links | Common actions |
Step 8: Set Up Notifications
| Event | Portal Notification |
|---|
| New Grades | Dashboard alert |
| Fee Due | Payment reminder |
| Attendance Alert | Warning notification |
| New Announcement | Banner message |
Step 9: Save Settings
Click Save to apply portal configuration.
Portal User Management
Creating Portal Users
- Go to Contacts -> Contacts
- Open student/parent record
- Click Grant Portal Access
- User receives invitation email
Managing Access
| Action | Description |
|---|
| Grant Access | Invite to portal |
| Revoke Access | Remove portal access |
| Reset Password | Send password reset |
| Change Email | Update login email |
Portal Security
| Setting | Recommended |
|---|
| Password Policy | Strong |
| Session Timeout | 30 minutes |
| Two-Factor Auth | Optional |
| IP Restrictions | If needed |
Field Reference
Portal Settings
| Technical Field | UI Label | Type | Notes |
|---|
auth_signup_uninvited | Sign Up | Selection | Allow registration |
portal_menu | Portal Menu | Boolean | Show menu |
portal_confirmation_sign | Confirm | Boolean | Email confirm |
Troubleshooting
User cannot access portal
- Verify portal access is granted
- Check user has valid email
- Confirm account is activated
Data not showing
- Check user is linked to student record
- Verify data access rights
- Confirm data exists in system
Payment not working on portal
- Verify payment gateway configured
- Check SSL certificate
- Test payment flow
Related: Set Up Payment Gateway | Configure Email
