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Portals

Portals as Doors

A Portal grants nothing - it is branding plus an admission list and an optional attached Storefront. Signing in grants nothing either.

Portals as doors

Rolling out

The Admission and Storefront tabs arrive with the Access section, one workspace at a time. Portals on the previous layout still carry a product list and a Plans tab; see the previous layout.

Under the Access section a Portal is a door. It decides who may come in - and nothing else. Which assets a visitor can use is decided entirely by the groups they belong to and what those groups are assigned to. Every visitor signs in first: there is no anonymous use of a Portal.

Admission

The Access page holds two settings, and the door is inferred from them:

  • Admitted groups - the groups allowed through this door. A plan counts as a group here, so you can admit "everyone subscribed to Pro". With no Storefront attached, only members of a ticked group get in, and an empty list admits nobody. Name groups to make a private door - a workforce Portal that admits only Internal Team, say.
  • Self-service - attach a Storefront and the door is open: anyone may sign in and pick a plan there. Admitted groups add nothing to an open door; they still decide what their members reach once inside.

An email that is not an existing admitted user of a private door gets Invalid login before a code is ever sent, so the Portal reveals nothing about itself. A visitor who is admitted but whose groups reach nothing sees a named empty state with a way to switch account or, when a Storefront is attached, a link to its offers.

Signing in grants nothing

Creating an account at a Portal puts the user in no group. They reach only what an admin has assigned to a group they belong to, or what a plan they picked on the attached Storefront unlocks. Removing someone from a group takes effect on their next request. There are no automatic "default groups" for new sign-ins.

Attached Storefront

Attach one Storefront under Self-service. This is how a Portal sells: the sign-in screen gains a Sign up button to the Storefront, and a signed-in visitor who holds no plan is offered it. If the Storefront has a default $0 plan, new sign-ups start on it straight away; otherwise they choose a plan first. Leave it empty for a private door.

The Portal list shows a Storefront column - the attached Storefront's name, or "Sign-in only".

A locked door

Saving a private Portal whose admitted groups reach nothing, or whose list is empty, warns you: nobody could use anything past this door. Fix it by assigning the groups to an asset, admitting a group that already has assignments, or attaching a Storefront.

What moved out of the Portal

  • The product picker and portal defaults - assets are no longer added to a Portal. Replace a former default with a $0 default plan on the attached Storefront, which every new sign-up starts on.
  • The Plans tab - offering happens on a Storefront.
  • Anonymous access - every Portal requires sign-in. A visitor verifies their email before anything renders.
  • Require plan selection - a door with an attached Storefront and no $0 default forces the pricing screen by construction.

The previous layout

Before the switch, a Portal carried its own product list ("defaults" everyone past the door could use), a Plans tab that attached plans from the catalog with a default and hidden flags, and an access policy with an anonymous-access and a require-plan-selection switch. All of that is expressed now as groups assigned on the asset plus the door settings above; the migration note covers the one behavioural difference for sellers.

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