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Getting Started
Creating my first dashboard
Database Setup
Connecting to your database or data warehouse
Data Sources and Schema
Building your data model
Creating Dashboards
Variables
Visualizations
UI Elements
Dashboard Features
Version Control
Custom Styles
Email Reporting (Beta)
Analytics Reporting
Internationalization
Dashboard Attributes
Timezones
Syncing Dashboard Colors
Embedding Documentation
Whitelisting your domain
Option 1: Web Component
Option 2: iFrame
Option 3: End User Portal
API Documentation
Explo's Authentication
End User Group API
End User API
Export Dashboard API
Dashboard API
Managing Permissions
Access Groups
Security
Security Overview
Troubleshooting
Database Connection Errors
Common Errors
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Option 3: End User Portal
Display dashboards via an authenticated portal

What is an end user portal?

The end user portal is a single-page login screen and dashboard that allows you to permission specific end users to specific dashboards. A portal can be set up such that your_domain.com/portal directs your users to an Explo dashboard without you having to write any code.

How do I set up a portal?

Settings

In Explo's team settings page, you can supply several pieces of metadata for your portal:
Field
Description
Page Favicon Url
A url pointing to the favicon that will display on your browser's tab from the portal page
Portal Logo
A url pointing to the logo that you would like to display both on the login and dashboard views
Portal Site Title
The title that will display on your browser's tab from the portal page
External Email
The email from which authentication emails will be sent to your users. Note that you should reach out to Explo support to set up this email if you want it to come from your own domain
To have a custom domain point to your portal (such as your_domain.com/portal), reach out to Explo support.

Permissioning

In your end user group configuration on the customers tab, you can now select a dashboard to permission to the end user group and supply a set of user emails that can log in to see this dashboard. Our portal authenticates via magic link, so you do not have to supply a password or handle any sort of end user management outside of granting or revoking email access on this page.

What do my users see?

On first access of the portal, your users will see a log in screen prompting them for an email. If they submit an email you've granted access to, then they will receive a link via email that will permission them to the dashboard. This link lasts 15 minutes, and access to the dashboard lasts 7 days before they must log in again.
On subsequent accesses to the portal, your users will be directed immediately to the dashboard itself, provided that their session has not expired and that you haven't revoked access for that email.
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Contents
What is an end user portal?
How do I set up a portal?
Settings
Permissioning
What do my users see?