Portal
Portal is the central space of the platform, from where you can access the available modules of Flexxible's products. You can create, modify or delete users and also assign them roles so they can develop and manage actions related to microservices, flows, and patch management policies.
Through Portal, you can consult license consumption data by environment; manage reporting groups, which enable device segmentation; and activate functionalities in FlexxAgent. Portal integrates with OAuth2, a framework that allows user authorization, enabling them to sign in easily using their corporate credentials.
From Home you can access the various modules that make up the solution and in Your Products to the active licenses of Flexxible's products included in your subscription.
Sidebar menu
This option offers several action fields.
Organization selector
At the top, to the right of the interface, is the organization selector. If a user has access to multiple organizations, such as in the case of managed service providers (MSP), they can easily select the organization to manage: simply expand the list of organizations and choose the desired one or type in the search box a string that matches the name of the organization you want to find, select it and press Enter.
You can also select an organization through the navigation bar by pressing Control + K or Cmd + K (on Mac).
To return to the default organization, you can repeat the same procedure or use the shortcut Control + D or Cmd + D (on Mac).
User Settings
In the top menu, on the right, the logged-in user’s name and their assigned role in Portal are displayed.
If you click on the user name you can consult and manage:
My logins
Displays a table with information about the user's session connections, including IP address, name of the Flexxible application accessed, user agent, and date and time of access. The data comes directly from the authentication provider. You can view up to the last 30 days or the last 1000 login sessions at most.
Settings
This section allows the user to set the default organization to manage, configure the platform language, set regional settings, and enable the advanced menu.
Default Organization
The default organization is the one the user will see by default when entering the Portal. This option allows selecting it from the available organizations shown in the dropdown list.
Language
From this option, the user can choose the language in which they want the interface to be displayed. You can choose between Spanish, Portuguese, English, Catalan, and Basque.
Select regional settings
This option allows defining the country, according to which the platform interface settings will be defined.
Advanced menu
The advanced menu expands the Portal sidebar by adding shortcuts to specific functionalities of the other modules, so, for example, you can jump to a specific section of Analyzer or Workspaces.
Navigation bar
The navigation bar allows the user to go directly to specific sections and subsections of the Portal or change the organization to manage. For example, a user who wants to access the Microservices section can do so quickly by typing the characters of the word microservice in the search box; similarly, if the user wants to change organization, they should type characters that match the name of the organization they want to manage, and then press Enter.
Considerations about the navigation bar
- Access to the navigation bar is done through
Ctrl + K(Cmd + Kon Mac). - Allows accessing recent navigations performed by a user from an organization. The navigation history will change if the user changes the organization.
- Searches must be performed in the same language that the user has configured in Portal.
- To exit the navigation bar, press
escon the keyboard.
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 as follows:
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 observed in the list view, just click Export. This action will download an excel file with the data displayed in the table.
Reload the table
The Reload the table button is a feature option, very useful when you want to refresh the list, especially when new data has been created.
Search by term
The Search by term field allows for more precise searches. You can enter a word that matches the data you are looking for.
Filter
The Filter button is a more complete alternative for searching. Clicking on it displays a menu to choose the Field of the table where you want to search; once the field is selected, the Value option enables to enter a term you want to filter by. You can create as many filters as there are field options 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 improve data visibility and enhance the user experience.
Content
Table columns order 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 display 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, alphabetically. And the width of these can be adjusted by placing the cursor between two field names.
Bottom bar
All tables have at the bottom a navigation bar that allows you to select how many results to show per page, and also gives the possibility to choose the page number you want to go to.
