Admin Portal
Admin Portal Guide
The Admin Portal is where you set up and manage your portal: from branding and data sources to AI configuration, authentication, and analytics. Access it at /admin/portals to see all your portals, then select one to configure.
The landing page for your portal settings. Here you can:
Edit your portal name and URL slug (the slug determines the portal's web address)
Copy and share the portal's public URL
Manage your API key — view, rotate, or regenerate it
Customize the look and feel of your portal. This section has four tabs:
Colors
Set the primary brand color used across the portal
Add a subtitle that appears below the portal name
Toggle the "Powered by" footer on or off (white-label mode)
Logo & Assets
Upload your company logo (displayed in the portal header and sidebar)
Upload a favicon for the browser tab
Typography
Choose a font family from Google Fonts with a live preview
Slides
Configure branding for exported PowerPoint decks:
Background color, accent color, and text color
Footer text (e.g., confidentiality notice or copyright)
Slide-specific logo
Font family for slide text
Suggested prompts shown to users in the Deck Generator
Control who can access your portal and manage users. This section has two tabs:
Authentication Method
Choose one of four methods:
Public — Anyone with the link can access the portal. No login required.
Password — Users enter a shared password. You can configure which confidentiality levels each password unlocks.
Magic Link — Users enter their email and receive a sign-in link. You can set domain-based rules to control access levels (e.g.,
@partner.comgets Internal access).SSO — Enterprise single sign-on via OIDC. Configure your identity provider, client credentials, and map SSO groups to confidentiality levels. Supports PKCE flow.
Users
View all users who have accessed the portal
Add or remove users manually
Assign roles to users
Connect your portal to external services. Each integration has a test/verify button to confirm the connection works.
Cognidox
Connect to your Cognidox document management system. Configure:
Instance URL and personal access token (PAT)
Browse and select document categories to sync
Set confidentiality rules for imported documents
Jira
Connect to Jira for support ticket escalation. Configure:
Base URL, email, and API token
Project key for ticket routing
SharePoint
Sync documents from SharePoint. Configure:
Site URL, Tenant ID, Client ID, and Client Secret
Google Drive
Import documents from Google Drive. Configure:
Folder ID and service account key
Use Data Sources and Taxonomy to manage source content and product structure.
Manage your content sources and how products are organized. This section has three tabs:
Sources
Add data sources — upload files, crawl websites, or sync from connected integrations (Cognidox, SharePoint, Google Drive)
View sync status and logs for each source
Track failed documents that couldn't be processed
Schedule automatic syncing
First-time setup uses an Ingestion Wizard that walks you through the process step by step
Taxonomy
Define product categories and their hierarchy
Configure facets (filterable attributes like voltage, temperature range, package type)
Categories are used by the AI to classify extracted products automatically
Confidentiality
Define your confidentiality levels (e.g., Public, Internal, NDA)
Tag sources with a confidentiality level to control who can see the products extracted from them
Access is cumulative — a user with Internal access can also see Public content
Browse and manage all products extracted from your data sources:
Search and filter the product list
Open any product to view and edit its details — name, description, attributes, specifications
View which source documents a product was extracted from
See the extraction report showing how the AI processed each document
Manage product versions when documents are re-synced
Control how the AI behaves in your portal. This section has three tabs:
Provider
Select the LLM provider and model
Configure API credentials
Assistants
Create and manage AI assistants (e.g., Sales Assistant, Technical Assistant)
Each assistant can have its own model and system prompt
Create separate assistants per confidentiality level — each assistant only has access to documents at its level and below
Enable or disable individual assistants
Guardrails
Fine-tune AI behavior with four sub-sections:
Information Boundaries — Define what topics the AI should and should not discuss
Compliance & Safety — Set rules for regulatory compliance and safe responses
Restrictions — Block specific topics, competitors, or content types
Response Behavior — Control tone, response length, citation style, and how the AI handles uncertainty
Manage the legal documents shown to portal users:
Upload a Terms & Conditions PDF
Toggle whether users must accept terms before using the portal
Replace or remove the document at any time
Create featured content feeds that appear on the portal dashboard:
Add feeds from RSS URLs, web pages, manual entries, or uploaded files
Edit and delete feeds
Refresh feed content on demand
Manage individual feed items
Track and analyze sales opportunities created by portal users:
View all opportunities across the portal
See maturity scoring based on session count, research depth, and recency
Track opportunity stages with custom stage labels and colors
View product research activity per opportunity
Activity metrics: sessions, actions, decks generated, users involved
Configure opportunity settings (stages, scoring rules)
Monitor portal usage and engagement. This section has three tabs:
Overview
Key metrics dashboard showing portal-wide statistics — sessions, queries, product views, and trends.
Users
User-level analytics showing individual engagement, activity patterns, and usage over time.
Feedback
Review user feedback and ratings on AI responses. Filter by date, rating, or topic to identify content gaps and improvement opportunities.
Domains
Set up a custom subdomain for your portal:
Configure a subdomain under
.understand.tech(e.g.,acme.understand.tech)Check availability before saving
The portal becomes accessible at your custom domain in addition to the default URL
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