New User Sign-up for Portal Accounts

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Welcome to Exosite Portals, the web application that lets people connect and manage devices and data.  Portals is the user interface, the ‘front end’ of the One Platform.  This document walks through the steps for a new user using a community or development account.

Note: Many companies use Exosite's Portal tool for their own custom sub-domain like 'company.exosite.com' or as a full custom domain 'portal.company.com'.  This is called a whitelabel vendor account. Most of these custom versions will closely follow the information on this page and in general, the Portals Documentation, but could be different based on each implementation.

 

Sign Up for an Account

It’s free to sign up and get a basic account.  We try to make it as painless as possible. 

If you have an account on an Exosite subdomain already, click the "Add it here" link (shown below) to login with your existing email address and password. This will add the new subdomain to your account. If you try to create a new account with an email address you've previously used to sign up for a Portals-powered website, you'll get an error. 

If you have never created an account on an Exosite subdomain before, follow the instructions below to create a community Portals account. 

Sign-up on portals.exosite.com >>

To sign up, you need only provide your email and your first and last name, and verify that you have read and agree to Exosite's Online Service Agreement. You will log in using the email you provided at signup; you can set your password and an optional security question later in the process. 

Shortly after you sign up, you'll receive a confirmation email with instructions to finish setting up your account. If you do not receive an email, please check your email spam filters; if you still cannot locate the email, contact support@exosite.com for assistance.

The confirmation email will contain an activation link and a temporary password, both of which are necessary to log in to your account for the first time. If you get an "invalid key" error when clicking the activation link, it's often because the link has already been clicked; try logging in with your email and temporary password. 

Log-in

Log-in at the following address: https://portals.exosite.com (or at your subdomain). 

The first time you log in, you must use the temporary password provided to you in your confirmation email.  

Change your password or security question

Once you have successfully logged in to Portals, you may want to change your password, or add or change a security question as an added measure. This can be done by accessing your Account page from the dropdown menu under your name in the upper right-hand corner of the page. 

From the Account page, you can update your profile information, change your password, add a security question, or cancel your account. 

First Dashboard

The first time you log-in to your new account, you will be brought to a dashboard that has been pre-configured to have a few widgets. One is the welcome widget that has some handy tips and information. The Data Source list widget lists the data sources currently for your account and we’ve included a few public data sources so you have something interesting to look at and play around with. You’ll find that if you select a data source here, the bottom gauge widget will change to that specific data source.
Dashboards are configurable, so at any time this default dashboard can be changed, widgets deleted and added. Click on the little upside down triangle box for each widget to edit it.

 

Try out adding a new widget. Click the ‘Add Widget’ button in the upper right-hand corner, which will bring up a pop-up wizard.

  • Select Widget Type “Line Graph”
  • Type in a name like “Line Graph – 24 hours”
  • Click the ‘Continue’ button
  • Click on a data source under the list of data sources to be the default active selection.
  • Set Caller as “Portal Data Source List”
  • Set Refresh rate to “60″ seconds
  • Click the ‘Submit’ button
  • Click the ‘Quit’ button for the widget wizard

Management Interface

Now that you are acquainted with dashboards, let’s focus on the management interface. On the left hand side of the screen there is a floating menu that says ‘Manage’ at the top. These links take you to the different management areas of Portals. To add a new device client, click ‘Devices’. To manage dashboards including who can see them, click ‘Dashboards’. You get the idea.

  • Home: Always brings the user back to the default home dashboard page for a specific portal.
  • Data: Add, configure data sources, export data.
  • Devices: Add, configure device clients.
  • Events: Add and manage events and alerts.
  • Dashboards: Add new dashboards, manage user access to view.
  • Scripts: Add and manage client scripts
  • Settings: This portal’s management, including choosing default dashboard and adding manager level users
  • Start: This is a custom dashboard available to users of portals.exosite.com, with widgets to get you started with Portals. 

One other quick note, at the top you’ll find a drop-down menu (the down triangle) that allows you to look at all portals and portal dashboards that you have access to.  Your current portal will be listed first and if other users share portal or view privileges, these will be accessible here also.  The ‘Default’ is the portal and to the right, ‘user name’ is your dashboard, which in this case is your only one so far.  By adding a second dashboard, this would be accessible from this drop-down.

 

 

 

 

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