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Version: 24.5

Introduction

Portal is the central area of the platform, from where you can access the available modules of Flexxible's products. Allows you to create, modify, or delete users and also assign roles to them so they can create and manage actions related to microservices, flows, and patch management policies.

Through Portal, license consumption data can be consulted by environment; manage report groups, which enable device segmentation; and activate functionalities in FlexxAgent. Portal integrates with OAuth2, a framework that allows user authorization, so they can log in easily using their corporate credentials.

From Home you can access the different modules that make up the solution and in Your products the active licenses of Flexxible's products included in your subscription.

home

This option offers several fields of action.

Another way to access the modules is by pressing the button with nine dots to the right of the Flexxible logo, which acts as a switch to change the content of the sidebar menu for the list of available applications. To return to the previous state of the menu, simply press the button again.

switch

Organization Selector​

At the top, toward the center, is the organization selector. If a user has access to multiple organizations, such as in the case of service providers, they can select the organization to manage very easily.

orgselector

It is possible to interact with the organization selector with both the mouse and the keyboard. Pressing Ctrl+K (Cmd+K on Mac) opens the selector to scroll and search for an organization, using the cursor keys for that. To select an organization, just use the Enter key. It is also possible to type text to filter the results in the list.

User Configuration​

In the top menu, to the right, the logged-in user's name and their assigned role in Portal are displayed.

userbutton

If you click on the user's name, you can review and manage:

My logins​

Displays information about the user's session logins, including IP address, user agent, access dates, and accessed module. The data comes directly from the authentication provider. At most, logins from the last 30 days or the last 1000 logins can be viewed.

Configuration​

This section allows the user to set a default organization, configure the language, and set the regional settings for Portal and the rest of the modules, as well as activate the advanced menu.

Default organization​

In managed service provider (MSP) environments, when a user navigates through Portal from a non-default organization, they should be aware that the application will revert to the default organization when the page is reloaded.

To change the default organization that Portal displays, click on Organization to be displayed by default.

Advanced menu​

The advanced menu allows you to extend the Portal sidebar menu by adding shortcuts to specific functionalities of the rest of the modules, so that, for example, you can jump to a specific section of Analyzer or Workspaces.