Drake Portals – Multi-Site Ordering

Article #: 18675

Last Updated: January 07, 2025

 

Tags: SFPSecureFileProDrake Portalsmultisite

Drake Portals logo

Overview

Parents of multi-site offices with an annual Drake Portals account can now purchase new Drake Portals accounts for their sub-offices that do not have an existing account. This process has been streamlined and allows the parent to review details for each of their sub-offices in one place.*

*Parents who do not currently have an annual Drake Portals account must either purchase an annual plan or convert their monthly plan to an annual plan before adding sub-office accounts.

Note  Additional reporting options will be available in a future release.

Ordering Process

  1. If you received an email with a link to order, select Yes to indicate that you are a current Drake Software customer.

    • If you prefer, you can skip steps 1-3 and just log in to your Drake Portals account directly and start with step 4 below.

  2. Log in using your SSO credentials.

  3. A message displays that your Drake Portals account has been located. Click the portal URL to be logged into your Drake Portals parent account.
    Click on your existing portal URL.

    • If you do not currently have a portal account, you will be prompted to purchase prior to continuing. You must select an annual plan to continue with adding sub-account portals.
      Choose the annual plan if you want to provision portals for sub-accounts.

  4. At the top right, select the hamburger menu and click Account Settings.

  5. Near the bottom of the page, expand the Advanced Settings section.

  6. Under Account Owner, choose Change/Update Subscription.
    Account Owner setting > Change/Update Subscription

    Caution  This process will charge the card that is on file for the Parent account. If you need to use a different card, go to Account Settings > Advanced Settings > Edit Credit Card Information before continuing.

  7. The Multi-site Portals Management page loads.
    Multi-site management window

  8. You can make changes to your parent account, if needed.

  9. Under ADD sub-accounts to your plan, click Show this section.
    Add sub-accounts section

  10. Select the check box next to each sub-account that you want to add (or click Select All). You can also allocate additional storage to each account, if necessary.

  11. Under Sub-accounts included with your plan, verify the sub-accounts that are currently included on your plan.

  12. Under Sub-accounts with their own plan, you can see if any sub-accounts already have their own subscriptions.

    Important  If a sub-account already has their own portal, you cannot move that portal account into the multi-site plan.

  13. When you have made all your selections, click View summary and checkout.
  14. The summary of changes displays. If you are ready to proceed, click the Service Agreement at the top of the screen. This will open the document in a new window for you to review. You will not see the option Proceed to Checkout until you have opened the Service Agreement.
    Multi-site portal - service agreement
  15. Click Proceed to Checkout.
    Click Proceed to Checkout
  16. On the Order Summary page, click Calculate Taxes before checkout.
  17. Click Place your order.
  18. A confirmation is displayed. You will also receive an email receipt of your subscription changes.
  19. Log in to the Drake User Manager.
  20. Go to Manage Accounts and edit your user.
    Go to manage accounts and select your name from the list.
  21. On the Application Access tab, locate Drake Portals in the list and click the Edit icon. Verify or select applicable roles for your account.
    Manage application access for Drake Portals.
    Generally, the Admin or owner will want full permission (all options).
    • User - This role allows basic access to Portals
    • Admin - This role can manage other Portals users.
    • Multi-Site Admin - This role allows multi-site administrators to view and manage Portals for their sub accounts.
    • Owner - This role can edit payment information and other global Portals settings.
  22. On the Manage Accounts tab, click Add User and configure access to the new sub-account portals, as needed.
    1. Click Add User.
      Add new user
    2. Enter the new user's details and click Save.
      Add user details.
    3. Go back to Manage Accounts, select the newly created user from the list, and click on the Application Access tab.
    4. From the Applications drop list, select Drake Portals.
      Select Drake Portals from the list.
    5. Select the roles that the user needs and click Submit.
      Manage roles window
      • If a sub-office user already has a support site log in, you can edit their account to add the application access and permissions for Drake Portals.
      • Other users must have at least a role of User or they will not be able to log in to Drake Portals.

Drake User Manager – Overview and Configuration

Multi-Site Accounts

Multi-Site Online Renewals