Portal passes

Managing portal passes within a portal

Updated over a week ago

Portal passes are how your portal manages which companies have access to your private marketplace and therefore which companies are able to match their projects with your private experiences.

Main benefits of portal passes:

  • Control which companies have direct access to work within your portal

  • Engage with your trusted network of companies directly

You can build your network of companies as you continue to engage with new companies and projects you meet through Riipen's open marketplace, or you can choose to invite your existing network of companies to join you on Riipen directly and instantly get started matching with their projects all in one spot.

General

Portal access & private marketplace

Companies with a portal pass to your portal be able to visit your portal's custom subdomain and engage directly with your portal.

These companies will only see your portal's custom branding, workflows, and experiences, and will not be exposed to any other institutions on Riipen.

These companies will have the ability to submit projects directly to your portal's private marketplace of projects. You will then be able to browse these projects at any time and match them to your experiences. These projects will not be listed anywhere else on Riipen by default, such as the open marketplace, and will only be made available to your portal.

Using portal passes and having companies submit projects directly to your private marketplace is the best way to build your own ecosystem of trusted companies and projects and make them available to your educators and experiences within your portal.

Invites & imports

The easiest way to get start with building your private network of companies is to invite or import your existing network.

Riipen supports both individualized custom invites for bring in companies a handful at a time, or large scale imports which can be used to bring in an unlimited number of companies quickly.

Applications

If you don't have an existing network of companies you want to bring in to your portal, you can always meet and vet new companies through the use of the open marketplace and by setting up portal pass applications.

Portal pass applications allow you to list your portal for companies to find who can then apply for a portal pass and be asked any number of custom questions you set in order to determine the best fit companies that you want to provide access to.

Company management

Once you bring a company into your portal with a portal pass, you can interact with them directly, manage their access, and more. Check out our full company management guides for more details.

How to

Inviting a company to a portal pass

You can invite a company to accept a portal pass by following these steps:

  1. Select "Companies" in the main navigation, under the "Portal" group.

  2. Click the "Invite company" button.

  3. Select "Send direct access to my portal."

  4. Enter the name of the company you would like to invite.

  5. Enter the email of an individual at that company you would like to receive the invite.

  6. If you wish to invite more than one company at a time, click "+Add" to repeat steps 4 and 5 for as many companies as you would like.

  7. Click "Save & continue" to review on the final step of the wizard and submit your data.

You will now be taken to the importing tool where you can monitor the successful progress of your invitations. For more information on importing companies into your portal with portal passes, please see the full documentation here.

Importing companies into portal passes

If you have many companies you would like to issue portal passes to in bulk, you can use the importing tool directly to important an unlimited number of companies at a time. For more information on importing companies into your portal with portal passes, please see the full documentation here.

View a portal pass invite

Once you have invited a company to a portal pass, you can view the pending invite by following these steps:

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click on the "Invites" tab

Cancel a portal pass invite

To cancel a pending invite for a portal pass:

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click on the "Invites" tab

  3. Click the trash icon next to the pending invite you wish to cancel.

Enable portal pass applications

If you would like companies to have the ability to apply for portal passes and have portal administrators review and accept or decline, you can enable this feature by following these steps:

  1. Click on "Settings" under the "Portal" group in the main navigation.

  2. Click the "Portal passes" tab under the "Companies" group.

  3. Check the "Enable portal pass applications" option.

  4. Click "Submit "to save your configuration.

Sharing your portal pass application link

If your portal has portal pass applications enabled, you can provide perspective companies a direct link to your portal to allow them to sign up and request access directly with:

You can also get this link by following these steps:

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click the "Invite company" button.

  3. Select "Invite organizations to request access"

  4. Copy the provided link

You can now send that link to any perspective companies or employers you would like to apply for a portal pass.

Configuring custom questions for portal pass applications

You can set any number of questions a company must answer while applying for a portal pass by following these steps:

  1. Click on "Settings" under the "Portal" group in the main navigation.

  2. Click the "Portal passes" tab under the "Companies" group.

  3. Check the "Enable portal pass application questions" option.

  4. Using the same form, configure different types of questions here that employers will be required to answer when they apply for a portal pass.

  5. Click "Submit "to save your configuration.

All companies applying for portal passes will now be presented with these questions as part of their application process.

Disable portal pass applications

If you would like to disables companies from having the ability to apply for portal passes, follow these steps:

  1. Click on "Settings" under the "Portal" group in the main navigation.

  2. Click the "Portal passes" tab under the "Companies" group.

  3. Uncheck the "Enable portal pass applications" option.

  4. Click "Submit "to save your configuration.

View a portal pass application

To view an application for a portal pass:

  1. Click on "Companies" under the "Portal" group of the main navigation

  2. Click on the "Applications" tab

  3. Click the application you wish to view

Accept a portal pass application

To accept an application for a portal pass:

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click on the "Applications" tab

  3. Click the application you wish to accept

  4. Click the "Accept" button

The company will be issued a portal pass on acceptance.

Decline a portal pass application

To decline an application for a portal pass:

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click on the "Applications" tab

  3. Click the application you wish to accept

  4. Click the "Decline" button

Customize portal pass acceptance information

When a portal pass is accepted or granted to a company, they will see a confirmation page detailing that they have been awarded a portal pass, next steps on how to use it, and what it means for them. You can customize the text in the blue panel on this page by following these steps:

  1. Click on "Settings" under the "Portal" group in the main navigation.

  2. Click the "Portal passes" tab under the "Companies" group.

  3. Edit the "Portal pass next steps" input.

  4. Click "Submit" to save your changes.

Suspend a portal pass

Suspending a portal pass will prevent the company from adding any new projects to your portal's marketplace and will remove any existing projects from it.

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click the company you wish to suspend

  3. Click the suspend icon

Activate a portal pass

If you wish to re-activate a suspended portal pass:

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click the company you wish to activate

  3. Click the activate icon

Revoke a portal pass

Revoking a portal pass will delete the portal pass thus preventing the company from adding any new projects to your portal's marketplace and will remove any existing projects from it.

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click the company you wish to suspend

  3. Click the revoke icon

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