Portal

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 that 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.

Sidebar Menu

This option offers several fields of action.

• Operaciones
• Flujos
• Tenants
• Workspaces
• Actualizaciones
• Microservicios
• Configuración

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.

Organization Selector

At the top, toward the center, is the organization selector. If a user has access to multiple organizations, as in the case of managed service providers (MSP), they can easily select the organization to manage, both with the mouse and the keyboard.

Select the organization with the keyboard

• Ctrl + K (Cmd + K on Mac): opens the selector to scroll and search for an organization, using the cursor keys. To select an organization, use the Enter key. It is also possible to type text to filter the results in the list.

• Ctrl + K + O (Cmd + K + O on Mac): allows the user to return to the default organization when the Portal interface is in another organization. This action is very useful because it speeds up the consultation of data from one organization or another from any instance of Portal.

User Configuration

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

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

• My logins
• Configuration
• Log out

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

The default organization is the one the user will see by default when entering Portal. To configure it, you must click on Organization to be shown by default. At that moment, the available organizations to which the user has access will be displayed.

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.

Tables

Tables are a fundamental part of Portal because they are used to display data in all sections of the application. They are generally structured in the following way:

Top bar

New

The New button opens a form to enter the requested data. The fields to be completed depend on the section of Portal being consulted. For example, if the user is in Tenant, the form would ask to add the information to create a new tenant.

Export

To export the list displayed in the list view, simply press Export. This action will download an Excel file with the data displayed in the table.

Reload the table

The Reload the table button is an enhancement option, very useful when updating the list, especially when new data has been created.

Search by term

The Search by term field allows for more precise searches. For this, you can enter a word that matches the data being searched for.

Filter

The Filter button is a more complete alternative for searches. Clicking on it displays a menu to choose the Field of the table where you want to perform the search; once the field is selected, the Value option is enabled to enter a term by which you want to filter. You can create as many filters as field options are displayed when clicking on Filters.

Full screen

Considering that tables are an essential part of Portal, the full-screen button expands the table size to enhance data visibility and maximize user experience.

Content

The columns of the tables sort the information according to fields. The first column is always Name, referring to the section where the user is at that moment; for example, if the user is in Flows, the table will show the name of the existing flows. The name of the following columns varies according to the section of Portal being consulted.

The content of the columns can be sorted in ascending or descending order, according to the alphabet. And the width of these can be adjusted by placing the cursor between two field names.

Bottom bar

All tables have a navigation bar at the bottom that allows selecting how many results will be displayed per page, and also gives the option to choose the page number you want to go to.