Ishtar.Portal User Manual (Sign up)

Contents

  • What is Ishtar.Portal?
  • Log in
    • Create account
  • Homepage
  • Navigatie
  • Webparts
  • Notifications
  • User settings
  • Change user name
  • Delete account

 

What does Ishtar.Portal entail?

Ishtar.Portal is Ishtar365's external portal, specifically designed to provide secure and controlled access to external users such as customers or partners. Through this platform you can share documents, tasks and company updates without allowing them to access the entire internal system.

Login

Do you already have an account? Then you can log in using the link you previously saved in your browser.

1.      Open the external portal via a link

2.      In the upper right corner, click the "Sign in" button.

3.      Sign in using the same method you used to create your account.Create Account

Create Account

1.      Click on the link you received from the organization.

2.      In the upper right corner, click the "Sign in" button.

3.      Choose one of the available login methods and remember your choice. You should always log in using the same method.

a.      "Sign up now" (new account):

1.      Enter your personal e-mail address.

2.      Click on "Send verification code."

3.      Check your mailbox for a 6-digit verification code, enter it and click "Verify code".

4.      Choose and confirm a password and save it well.

5.      Enter your first name.

6.      Enter your last name.

7.      Click on "Create."

8.      Select your country.

9.      Enter your mobile number.

10.   Click "Send code" (for a text message) or "Call me".

11.   Enter the received code and click "Verify code".

b.      "Microsoft Business Account": 
Sign in with your Microsoft business account (use your work email address and password).

c.      "Microsoft Account" or "Google": 
Use this option if you have a personal Microsoft or Google account.
Note: Do not use a business email address such as "@companyname.com" here.

After creating your account, you must wait for administrator approval. You will receive an email confirmation once this is done.

 

After approval:

1.      Click on the notification/link in the email or refresh the page in your browser where you are already logged in.

2.      If the organization's home page is visible, save this link to your browser favorites.

๐Ÿ””

After logging in, do you only see a blank screen? If so, contact an administrator and inform them that you may not have been assigned a role yet.

Home page

Once successfully logged in, you will be taken to the home page of the organization's external portal. Each page contains several webparts that allow the organization to share messages, documents, tasks and other information with external people.

The first time you log in, it is recommended that you check your user settings (see "User Settings" section).

Navigation

Via the menu icon on the left, you have an overview of the different pages in the external portal. Only the pages to which you have access are displayed in this menu. Click on the name of a page to navigate to that page.

Via the clickable links in the navigation path, you can easily return to a previous page.




 

Webparts

Below is an overview of the various webparts that can be added by the organization to various pages.

Filter webpart

 

IIn this webpart you can view all Communities of Interest groups. Depending on the organization's settings, you will either see all groups, or only the groups of which you are a member.

When you check a box next to a group, the other webparts (Documents, News Summary and Tasks) are automatically filtered based on the selected group(s).



Documents


In this webpart you have an overview of all documents that have been made available to you. Below you have an overview of the possible actions:

Open document:

Click on the desired document. This will display the selected document. Editing is not possible.


Download:

If you wish to download certain document, right-click on the desired document and click "Download".

Display settings:

The display button  allows you to choose which data fields/columns are visible.

ยท        You can change the order of the columns by dragging and releasing them at the desired position.

ยท        Click on "Show more" to enlarge the display.

Filtering:

1.      Click on the "Filter" field.

2.      Select the desired data field on which you wish to filter.

3.      Depending on the selected data field, select or enter the desired search term.

To activate the filter, click on the search button .

 

You can add multiple filters on different data fields. The results in the overview are then based on all active filters combined. Active filters can be removed by clicking the remove button next to the desired filter(s).

๐Ÿ””

Note: If you have activated one or more filters on certain groups in the "Communities of Interest" filter webpart, you may not see all documents. In this case, please remove the necessary active filters.



News overview/blog

In this webpart you will see all articles/messages added by the organization or other users and shared with you.

The organization can set whether or not external users are allowed to add, edit or delete articles. Responding with a like or comment, may also be disabled. 

Like

Click the heart next to the desired post or comment to give a like. You can undo this action by clicking the heart again.

You can see an overview of who has liked a message or comment by clicking on the names of the users (next to the heart).

Adding a comment

Click "Write a comment" under the desired message and enter a comment. Press the Enter key to post your comment.

Add article
 If given the option to add content, click the "Create post" button. The pop-up, as shown here, will then appear.

1.      Add an image (optional).

2.      Give the article a clear title.

3.      Elaborate on the article in the large text box.

4.      If the article should only be visible to certain groups, check the "Only visible for certain groups" checkbox and select the desired group(s) from the dropdown.

5.      Click "Save" to publish and make the article visible.

Edit or delete article or comment

1.      Click on the three dots next to the post or comment.

2.      Click on the desired action

 


Tasks
In this webpart you have an overview of all tasks that have been made available to you. Click on the desired task to view the details of the task.


Calendar

In this webpart you have an overview of all meetings and events to which you have been invited. Click on a meeting to display its details.

 

Notifications

Click in the top right corner on the notification icon, to display the notifications overview. Once you have unread notifications, you can recognize this by the red bullet.

User settings

Click on your user name in the upper right corner (next to the notification icon) and then click on "Settings."

A pop-up window will appear with three tabs:

1.      Profile: 
This tab allows you to view all the data the organization has stored about you. These fields are not editable. 
If some data is outdated or incorrect. Then click on the "Request changes" button. In the corresponding input field you can indicate which data you would like to see changed.
Click "Confirm" to email your request to the organization.

2.      Groups: 
This tab lists all external groups created within the organization. If an administrator has already added you to the necessary groups, you do not need to do anything more.

If the administrator allows it, you can enter or leave groups yourself via the "Join" and "Leave" buttons. Please note that entering certain groups may require approval. After clicking "Join," you will see the message "Requested," which means that your request to join is pending approval.

3.      Notifications:
You can view all your notifications by clicking on the notification icon next to your username.
In this tab, you can manage some email notification settings. If you wish to receive notifications via email only on certain days or between a certain start and end time. You can also choose to no longer receive certain notifcations via e-mail. In that case, uncheck the box next to the notification(s) in question. Don't forget to save your changes by clicking the "Save" button.

 

Change user name

Click the "Edit account" button if you wish to change the first or last name of your account. After this, the following pop-up will appear. Edit your name and save your changes via the "Continue" button. 

 

Delete account

Click on "Delete account" if you no longer need access to the remote portal.