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.

• Operations
• Flows
• Tenants
• Workspaces
• Updates
• Microservices
• Configuration

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 sidebar content to the list of available applications. To revert to the previous menu state, just press the button again.

Organization selector

At the top, towards 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 using both 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, you must use the Enter key. It is also possible to type text to filter the results of 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 streamlines the consultation of data from one organization or another from any Portal instance.

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
• Settings
• Log off

My logins

Displays information about the user's session connections, including IP address, user agent, access dates, and the module accessed. 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 a default organization, configure the language, and set regional settings for Portal and other modules, as well as activate the advanced menu.

Default Organization

The default organization is the one the user will see by default when they enter Portal. To configure it, click on Organization to show by default. At that moment, the available organizations the user has access to will be displayed.

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.

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.