Service Portal allows you to publish selected business applications, data, documents, and dashboards through a dedicated web portal, providing employees, customers, suppliers, or partners with secure access to business information and self-service capabilities.
After creating a portal, you can further customize its appearance, navigation, authentication methods, branding, users, and permissions to deliver a fully branded external portal experience.
Before you begin
To create a Service Portal, you should already have:
An existing Yeeflow application
Data Lists, Document Libraries, or Dashboards that you want to publish
Application administrator permissions
Create a Service Portal
Navigate to:
Application Settings > Service portal > Portal setup
Click Configure your service portal to launch the setup wizard.
Step 1. Configure basic information
Enter the basic information for your portal.
Portal Name
Specify the display name of your portal.
Examples:
Supplier Portal
Customer Portal
Employee Service Portal
Partner Portal
The portal name is displayed on the login page and throughout the portal.
Portal URL
Enter a unique URL for your portal.
For example:
supplierportal
Yeeflow automatically generates:
https://supplierportal.yeeflow.app
This becomes the public address used to access your portal.
Click Next to continue.
Step 2. Select the portal type
Choose how users will access the portal.
Public
Anyone with the portal URL can access the portal.
Private
Only invited users can access the portal.
For most business scenarios, Private is recommended to ensure only authorized users can access business resources.
Click Next.
Step 3. Select portal components
Choose which application components will be published in the portal.
Supported components include:
Data Lists
Publish business records such as:
Suppliers
Customers
Purchase Orders
Service Requests
Payment Records
Document Libraries
Publish shared documents for browsing and downloading.
Dashboards
Publish dashboards containing reports, KPIs, charts, and business analytics.
Enable the components you want to expose through the portal.
Click Complete to create the portal.
Portal Setup
After the wizard finishes, Yeeflow creates the portal and opens the Portal Setup page.
From this page you can manage the portal lifecycle and published resources.
You can:
View the portal URL
Check portal status (Live or Draft)
View selected components
Configure each published component
Open the portal
Modify portal settings
Delete the portal
The portal can be updated at any time after creation.
Configure portal appearance
Navigate to:
Service portal > Appearance
The Appearance page allows you to customize the overall look and feel of the portal without writing code.
You can configure:
Site Logo
Upload your organization's logo.
The logo appears throughout the portal and on the login page.
Site Favicon
Upload a favicon displayed in browser tabs and bookmarks.
Recommended size:
512 × 512 pixels
Header
Customize the portal header, including:
Header height
Logo visibility
Portal title visibility
Typography
Text color
Background color
Border style
Border radius
Shadow
Navigation Menu
Configure the appearance of the navigation menu, including:
Layout
Text color
Background color
Border
Radius
Shadow
Click Save changes to apply your modifications.
Configure the navigation menu
Navigate to:
Service portal > Navigation menu
The Navigation Menu determines how users browse content inside the portal.
You can:
Add Data Lists
Add Document Libraries
Add Dashboards
Add Custom Links
Create Menu Groups
Reorder menu items using drag-and-drop
Rename menu items
Assign icons
Hide or remove items
Grouping related resources together provides a more organized navigation experience.
Click Save changes after making updates.
Configure login authentication
Navigate to:
Service portal > Login authentication
Configure how portal users sign in.
Supported authentication methods include:
Email and Password
Users sign in with their email address and password.
Email One-Time Code
Users receive a verification code by email for passwordless sign-in.
External OAuth Providers
Enable third-party authentication providers, such as:
Google
Facebook
Depending on your environment, additional OAuth identity providers may also be available.
For each authentication method, you can:
Enable or disable it
Show or hide it on the login page
Configure provider-specific settings
Change the display order
Offering multiple sign-in methods improves accessibility while supporting enterprise security requirements.
Customize the login page
Navigate to:
Service portal > Login page customization
Customize the appearance of the portal login experience.
Branding
Configure:
Portal name
Welcome message
Layout & Colors
Choose from several built-in layouts, including:
Centered Card
Split Screen (Left)
Split Screen (Right)
Full Height Minimal
You can also customize:
Accent color
Card radius
Sign-in UI Options
Control whether to display:
Logo
Legal footer
Divider text
Advanced Code
Add custom HTML/CSS to further personalize the login page.
A live preview lets you see changes before publishing.
Click Save & Apply when finished.
Manage portal users
Navigate to:
Service portal > Portal users
Manage users who can access the portal.
You can:
View portal users
Search users
Filter users
Sort users
Add users
Activate or deactivate accounts
Review login accounts and email addresses
Portal users are managed independently from internal workspace members, allowing organizations to securely provide external access.
Manage portal user groups
Navigate to:
Service portal > Portal user groups
Organize portal users into groups for easier permission management.
Typical groups include:
Customers
Suppliers
Partners
Employees
VIP Customers
You can:
Create groups
Rename groups
Delete groups
Assign portal users to groups
User groups simplify access management for large numbers of external users.
Apply custom CSS
Navigate to:
Service portal > Custom CSS
For advanced branding requirements, you can apply custom CSS to the portal.
Custom CSS enables organizations to:
Match corporate branding
Adjust layouts
Customize fonts
Refine colors
Override built-in styles
Enter your CSS and click Update custom CSS to apply the changes.
This option is intended for users familiar with CSS.