Create Customer Portal¶
On this page, you will learn how to configure the Customer Portal feature to be editable with Page Builder. If you already configured Customer Portal, you can learn how to build it with a Page Builder in User Documentation.
Configure Page Builder access to Customer Portal¶
First, you need to create a root folder for Customer Portals,
location_id will be later specified in the configuration as a tree root.
To do it, go to Content -> Content structure, and create folder in the Content tree where you will add Customer Portals.
To be able to see Customer Portal site in the Page Builder you need to add
custom_portal SiteAccess to the configuration.
First, go to
config/packages/ibexa.yaml and add
list and to
Next, add configuration for
Remember to specify
location_id of the root folder for Customer Portals, you can find it under the Details tab.
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Next, go to
config/packages/ibexa_admin_ui.yaml and add
custom_portal to the SiteAccess list available to Page Builder:
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Customer Portal container¶
Now, you can go back to your Customer Portals root folder and select Create content. There you will see two possibilities Customer Portal and Customer Portal Page.
The first one is a separate Content Type used as a container for your Customer Portal pages. Customer Portals containers should be used to sort Customer Portal pages and any other Content Types used by them, such as articles, inside the root folder. It is recommended that you use them instead of folders to divide and store your portals.
If your project requires it, the Customer Portal container can be defined as a root folder in the configuration.
Assign Portal to Customer Group¶
You can assign multiple Customer Portal containers or Pages to a specific Customer Group. First, you need to grant the following permissions to company members from the Customer Group:
content/readto selected Customer Portals
If members of the Customer Group don't have sufficient permissions for any Customer Portal assigned to them, they will be redirected to the default Customer Portal view.
Customer Portal is only available to users that are members of the company. Even if user has all the sufficient permissions but is not a member of a company, they won't see the Customer Portal.
Build-in portal mapping¶
The next step is only required if you plan to separate your portals by customer groups. If you don't plan it, skip this step and move on to Change Customer Portal layout.
To assign portals to Customer Groups, add portal mapping configuration in
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There, you can specify which Customer Portals should be available to which Customer Group by adding:
- Customer Group identifier. You can find it in the Summary section of the Company.
- Location remote ID of Customer Portal container or Customer Portal page. You can find it in the Details section.
Portals will be displayed to the Customer Group in order specified in the configuration based on company member's permissions.
Custom portal mapping¶
You can specify your own custom logic for redirecting members to a specific Customer Portal.
To do so, implement
\Ibexa\Contracts\CorporateAccount\CustomerPortal\PickRule\CustomerPortalPickRule and tag it with
Change Customer Portal layout¶
You can change Customer Portal layout by adding your custom template in
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To generate the Customer Portal menu you should use
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