Partner Portal Setup Guide (Legacy)

This guide will walk you through setting up your legacy partner portal to help you manage your customers, venues, and users using the legacy Purple Portal platform.

Click here to learn more about our Partner Program and start growing your revenue.

Step 1: Logging In

Enter your username and password provided in your initial activation email.

Language Selection: You can select your preferred language from the dropdown box. The portal automatically detects your browser's default language and translates it if supported.
Password Reset: If you are unsure of your password, select Forgotten password?, enter your email address, and click Request password reset.

Step 2: Portal Overview

The header area of the Portal contains key navigational features to manage your estate.

a) Application Navigation: Click into different administrative areas of the Portal.
b) Full Screen View: Expands the screen. Click again to return to normal size.
c) Language Selector: Change the portal interface language manually.
d) Map Zoom: Zoom in and out on your global venue map.
e) Venue Map & Venue List Tabs: Toggle views between a visual map and a spreadsheet-style list.
f) Notifications: Indicates technical or system updates applied to the portal.
g) Portal Switcher: Seamlessly switch between the Partner, Distributor, and White Label portals (subject to access rights).
h) Search Field: Global search across Customers, Venues, Users, and Hardware.
i) Customer Account: Quick access to profile details, user manuals, billing, and subscription info.
j) Page Tours: Triggers an interactive explanation of elements shown on the screen.
k) Map Style: Change map layouts between Light, Dark, Streets, Satellite, and Terrain.
l) Filter: Filter visible locations by their live hardware and connectivity status.

Step 3: Management & Customers

To manage your client accounts, select Management on the left-hand menu and click Customers.

Adding a Single Customer

Click the green + Create new customer button in the top right-hand side.
Choose Add a single customer.
Complete the contact details and click Search to scan for matches. If no match is found, click Can not find my address to complete the fields manually.

Configure Allow customer venue management? via the toggle slider.

If this is turned off, the venue owner will not have access to the Hardware Tab, preventing them from adding, configuring, or diagnosing routers.

Bulk Uploading Data

If you are onboarding multiple accounts at once, select Bulk upload .csv. You can download layout templates and configuration formatting guides for Customers, Groups & Venues, and Users.

Step 4: Creating Venues

Once your customer account is live, expand the customer row using the arrow (>) icon and click the blue link to generate your first venue location.

Using the Set Up Wizard

The portal will ask if you want to use the automated wizard helper.

Yes, use wizard: This guides you step-by-step through venue creation, adding hardware, and applying initial social networks.
No, use standard: Allows manual data insertion for all venue metrics, customized tags, and passenger capacities for moving configurations (e.g., buses or aircraft).

Hardware Integration

Navigate to the Hardware tab within your venue dashboard to add routers.

Select your router or Access Point type from the supported hardware list, enter the 12-digit MAC address, and download the device-specific hardware setup configuration manuals.

Step 5: Managing Users

Click Users in the left-hand sidebar menu, then click Add User.
Input the user's name and email address.

Under Access Details, click the orange pencil icon to set the user's structural scope: Reseller Level, Customer Level, Group Level, or Venue Level.
Choose their default interface landing page and click Save.

Step 6: Permission Profiles

Permission profiles give you granular control over what elements of the platform your users can access or change.

Navigate to Permission Profiles on the left menu.
Click Create new profile.

Set access to Denied, Read only, or Read/Edit across categories like Onboarding, Marketing, Analytics, and Management.
Toggle Visitor data settings to control whether users can see personally identifiable information (PII) or device MAC addresses.

Step 7: Analytics & Reports

The platform aggregates performance metrics globally, across custom groups, or at individual customer levels.

Key Reporting Dashboards

Users by Day/Month: Clear area graphs tracking unique authenticated users, segmented by gender categories.
Cumulative Users vs Sessions: Compares unique visitors against total authenticated connection sessions over a rolling 12-month period.
User Demographics: Displays comprehensive age and gender blocks from your active CRM database.
Logins Tracker: Provides exact breakdowns of how your guests are authenticating (e.g., via Facebook, Twitter, LinkedIn, Form, or SMS).

FAQs

What is the difference between an 'Online' and 'Offline' venue status?

A venue is marked Online if at least one visitor has successfully authenticated onto the guest Wi-Fi within the last 24 hours. It shifts to Offline if no login traffic has been recorded during that window.

Can I restrict specific web content categories over guest Wi-Fi?

Yes. If content filtering is activated by support, a Content Filtering tab appears at customer level. From there you can block native categories (e.g., Gambling, Adult) or manually input domains into custom Whitelists and Blacklists.

How do I pass user credentials out into third-party marketing apps?

Navigate to Management > Connectors to link your portal to CRM software, marketing platforms, and payment paths including MailChimp, dotdigital, Salesforce, Twilio, and PayPal.

Can I cap internet speeds for individual guests?

Yes. At the Venue level, go to Settings > Speed capping. You can limit download and upload speeds anywhere between 256kbps and 8mbps to stop single users from hogging bandwidth.