4ALLPORTAL

Manage & Set Up the 4ALLPORTAL

Dos and Don'ts for a clean start and sustainable use

Use 4ALLPORTAL correctly from the start

Options for user login, single sign-on (SSO) and system access

Login and authentication methods

Automatically sync users with the Contacts module

Create a user as a contact

Set up a fixed folder for upload via drag & drop and quick upload

Role-based upload folders

All articles related to the users & roles

Users, Roles & Access

How to change the default main view sorting for each module

Change the sorting of the main view

How admins can make the Dashboard module visible to all users or selected roles

Activate Dashboards

Configure the Interface & Features

Step-by-step instructions for installing and connecting

Desktop App: Install & connect

Integration of the 4ALLPORTAL plugin in Microsoft PowerPoint

Install & connect the PowerPoint plugin

Step-by-step instructions for installing and connecting the plugin

InDesign Plugin: Install & connect

Set Up Plugins & Integrations

System requirements and infrastructure for on-premises systems

Requirements for On-Premises Systems

Required access and rules for firewall and proxy server

Availability of OnPrem systems

When and how to set up a network share with WebDAV or SMB

Connect the file system as a network drive

Special characters, maximum number of objects, folders, uploads and downloads

Limits in the 4ALLPORTAL

Why we ask about your role and level of experience

Personal data

How to install and setup the Samba Bridge Client

Samba Bridge Client

All articles related to the installation & module configuration

Operation, Safety & System Limits

Technical docs

Community

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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