By default, each organisation in Tribal Habits has its own private portal. This portal has a unique URL (yourorganisation.tribalhabits.com) and it's own branding (including logo, brand colours, organisation name and primary admin).
There are times when organisations may need to utilise different URLs or brands for its users, such as:
Your organisation may have several brands, with distinct identities, and you would like to separate each of them via their own portals (subportals) - with unique URLs and brands.
Your organisation may provide its training to third parties, and you would like to restyle your content to third-party brands as well as present the training with their organisation name.
You may manage training across several Tribal Habits portals, perhaps as a training or HR consultant.
In all of these cases, our multi-portal feature will allow you to manage multiple Tribal Habits subportals through a single master portal.
VERY IMPORTANT: Be aware that as a Super or Standard admin of the parent portal, you do not need to have a separate user account/profile within your sub-portals. Parent portal admins can access each sub-portal via the parent portal (as described below) and retain their admin permissions across all related portals.
Indeed, if you create a duplicate profile of your parent admin in a child portal, this can create login issues for you.
Here's how it works...
Step One - Request additional portals via Admin Chat
If you need an additional portal, please go to Admin Chat and request a new child portal.
We will need the following information:
Preferred subdomain (i.e. [domain].tribalhabits.com)
Please note your suggested subdomain for your child portal must still meet our subdomain requirements as outlined in this article.
Organisation name
This is the name of the organisation using the child portal. We use this name in emails and notifications, so it should be a name which makes sense to the users in this child portal.
Primary admin name and email. This is the name and email you would like for the primary admin of this child domain.
We will then set up your additional portal and notify you when ready.
REMEMBER: Sub-portals can't be the name of another organisation or trade mark or brand name that is not directly owned by the parent organisation.
Step Two - Review all your additional portals
Super and Standard admins in your master portal (your main or original portal) will see a new page at Admin → Account → Portals with details of each of your portals. This page is not visible in your additional portals.
On the Portals page, you can review individual and overall usage for your portals. Your active users will be aggregated across each of your portals and managed under one subscription.
Step Three - Manage knowledge between portals
On the Portals page in your master portal (Admin → Account → Portals), Super and Standard admins will see two actions for each additional portal:
Copy - This allows master portal admins (Super or Standard level only) to copy knowledge (topics or articles) from their master portal to the selected additional portal. If you need to copy knowledge from your additional portals back to your master portal, please request this via support.
Login - This will open the login page for the selected additional portal. Master portal admins (Super or Standard level only) can log into additional portals using their master portal credentials - their username and password will give them admin access to each additional portal. This means that Super or Standard-level admins from the master portal do not need to create new accounts (or remember different logins) for each additional portal.
Step Four - Update the branding of each portal
In each of your sub-portals, go to Admin → Account → Brand, to set up the portal's individual branding such as a logo, two brand colours, and details of the primary admin.
Tip: Parent admins in a child portal
Let's finish by reviewing a few tips for parent admins logging into child portals.
When accessing a sub-portal as a Super or Standard-level admin of the parent portal, you will essentially be a 'guest user' in the child portal. You don't actually exist as a user in that child portal - you are a user in the parent portal.
This means that while you retain your admin access within each child portal, you will not appear as a user on the People page in the child portal. You will, however, appear as a user in Enrolment reports (including on the Enrolments tabs of topics, articles or pathways - if enrolled into knowledge within the sub-portal).
If you need to unenrol or reset your enrolment in a pathway, please firstly unenrol yourself from each of the individual topics or articles within the pathway to ensure your pathway unenrolment or reset is recognised.
Troubleshooting: Problems logging in as a parent admin in a child portal?
The most common cause of a login error for parent admins is that they made a duplicate user with the same user name or email in the child portal. If this has occurred, you may have difficulty logging into the child portal with your parent admin.
If there is another parent admin at your organisation, please ask them to log into the child portal and delete your duplicate user.
If there is no other parent admin at your organisation, please contact Support for assistance (we can remove the duplicate user).