Prerequisites
- Permission to manage portals in your workspace
- An active developer key for your workspace — Statisfy uses it to wire up your portal’s live data. If you don’t have one yet, you can generate it right from the create dialog (see the note below).
- A name for your portal (the content is all editable later)
Create a Portal
- Open the Portals page.
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Select Create new portal. (If you don’t have any portals yet, select Create portal in the empty state.)
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In the Create a portal dialog, choose a template. Each template is a different starting layout for your portal. Select Live preview on a template card to open it in a new tab and see what it looks like before you commit.
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Enter a Portal name — for example,
Acme Customer Portal. Names can be up to 255 characters. - Select Create portal.
Your workspace needs a developer key to create a portal. If you don’t have one, Create portal stays disabled and a Generate key button appears next to it — select it, generate a key, and you can then create the portal. You only do this once; later portals reuse the same key. See Publishable Keys & Secrets.
A new portal starts in Draft status — it isn’t visible to your customers until you take it live for the first time. See Building & Publishing.
Next Steps
- Building & Publishing — Customize your portal and publish it live
- Portals Overview — How portals fit together