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This article covers the following topics:
- Accessing RPortal: Login page
- Resetting your RPortal password
- Home page
- Account details
- Add users
- Company plans
- User plans
- Settings
- Account activity
Accessing RPortal: Login Page
Customer administrators may request to be granted access to RPortal. If you are a customer administrator, and you wish to have access to the management console, contact your RPost Customer Success or Sales representative. You can read more on how to activate your RPortal user account here.
To access RPortal, go to https://portal.rpost.com/
You can login by entering your credentials, or by using any of the Single Sign-on methods.
Note: Remember to check the I'm not a robot box.
Login Using SSO
You can access RPortal using Single Sign-on. To do so, follow these steps:
1. Click on the Single Sign-on (SSO) button.
2. Select from the available SSO options: Microsoft Azure AD or Google.
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Password Reset
If you forgot your password or simply need to change it, follow these steps:
1. Click on the Forgot Password? link.
2. Enter your email address and click on Submit.
3. You will receive an email with instructions to reset your password. Click on the Reset My Password button.
Note: The password you decide to use for RPortal will also be the password for all RPost services (i.e. RSign, RMail, etc.).
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Home Page
In the RPortal home page, you will find the available modules: Company Accounts, Usage Reports and Help Center.
In the Company Accounts module, you can find your account details, you can add users to your account, you can review your company purchased plans, your account users plans, manage your company and user settings, and review your account activity.
In the Usage Reports module, you can create ad-hoc reports or schedule them.
Clicking on the Help Center module will redirect you to RPost's support page. To directly access the Help Center section on RPortal, click the question mark icon next to your name.
Note: You can also navigate to the available modules by clicking on the respective option on the left navigation bar.
Account Details
When entering the Company Accounts module, you will access your account details.
This page displays your account information for your reference, as well as the primary account administration.
Note: Each account may have one or more customer administrators. If you need to modify the internal account administrator information or add new ones, contact your RPost Customer Success, Support, or Sales representative.
Add Users
The Add Users section allows you to add users to access RPost services as part of your account. You can add them manually or in bulk. Learn how to add users here.
In the Add users section, you can also find the list of all your users, their assigned plans, as well as their status. Learn how to change your users status here.
Note: You can filter the list of users by status, name, email, and assigned plan.
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Company Plans
In the Company Plans section, you can view the purchased plans, the associated product, the number of licences, how many of them have been assigned, and how many are left available. If you need to purchase additional licences, or you would like more information about available licences, contact your RPost Customer Success or Sales representative.
You can view additional details and the history log by clicking on the arrow or the Details link.
User Plans
The User Plans section displays the number of licenses your company has purchased, how many have been assigned, and how many are available.
You can also see which plan has been assigned to each of your company users.
Note: You can use the search box to find specific users faster.
By clicking on the arrow, you can review the assigned user plans in more detail: How many units the plan includes, how many of them have been consumed in the specific time range (monthly or yearly), and how many have been consumed in the past 12 months.
By clicking the View History button, you will access the history log.
Learn how to assign or change user plans here.
Settings
When navigating to the Settings section, you will access your company settings by default. Applying or changing settings at company level will impact all your company users. Learn how to access and adjust company and user settings here.
Review all the available settings in RPortal here.
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Account Activity
You can review all the changes made to your account, like changes to the number of licenses per plan, or adding a new company plan to your account. In the Account Activity section, you will see the type of activity, old and new values, when the change was requested, when it was completed, and who requested said change.
Tip: You can narrow down the information displayed, by using the Search By filter.