Portal Management

This guide covers how to create and manage portals in DistiForge. Each portal is a standalone product knowledge experience with its own branding, content, AI assistant, and access settings, accessible via a unique URL.


Portal List Page

When you sign into the admin console, the Portals section shows you all portals associated with your workspace. From here you can:

  • See all portals with their name, URL, status, and team assignment

  • Open a specific portal's settings

  • Create a new portal

  • Delete existing portals

Each portal card shows its public URL, current status, and the team that owns it.


Creating a New Portal

1

Navigate to the Portals section from the main admin navigation.

2

Click New Portal

Click New Portal.

3

Fill in the required fields

Fill in the required fields:

  • Name : A descriptive label for the portal, such as "ACME Distributors Portal." This is shown in the admin console and in the portal header.

  • URL Slug : A short, unique identifier that becomes part of the portal's web address. Use lowercase letters, numbers, and hyphens only. For example, entering acme-distributors makes the portal available at your-instance.com/portal/acme-distributors.

  • Team Assignment : Select the workspace team responsible for managing this portal.

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4

Click Create Portal

Click Create Portal.

Once created, the portal is live at its URL and you will be taken directly to the portal settings page to continue configuration.


Portal URL

Each portal is accessible at a web address built from its slug. For example, a portal with the slug acme-distributors is available at:

https://your-instance.example.com/portal/acme-distributors

Slugs must be unique. No two portals can share the same one. If you need to run the portal from your own branded domain (for example, products.yourcompany.com), see Branding for custom domain setup.


Portal Settings

Editing the Portal Name and Slug

You can update the portal name and URL slug at any time:

  1. Click on Manage Portal and go to the General Settings tab (on the left sidebar).

  1. Edit the Name or Slug field.

  2. Save.

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Deleting a Portal

Deleting a portal permanently removes it and all of its content. This cannot be undone.

1

Go to the landing page with all your portals

2

Choose on the right corner, of the portal you want to delete

3

Click Delete Portal.

4

Confirm the deletion.

What gets deleted:

  • All portal settings (branding, AI configuration, authentication settings)

  • All data sources and the documents ingested from them

  • All products and extracted content

  • All chat sessions, analytics, and opportunity records

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The URL slug is released and can be used for a new portal. Export any data you need before deleting.

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