Best Practices - Tips & Tricks for Portal Usage

Introduction

We understand that having a seamless portal usage experience is vital, and our team is working round the clock to improve and evolve the platform constantly. This article provides several tips and tricks to ensure our partners have a smooth experience while using the platform.

In this article:

• Browser Choice
• Incognito Mode
• Clean Cookies
• One Organization at a Time
• Give It Some Time

Browser Choice

The platform is compatible with the most popular internet browsers, but it is advised to use Google Chrome for the best experience.

Incognito Mode

Use Incognito mode by clicking on browser settings and choosing Incognito mode. You can also use the keyboard shortcut Ctrl+Shift+N to open a new Incognito window.

Clean Cookies

Sometimes there can be information from your previous session stored in the browser cookies that might interfere with some of the functionalities. It is best practice to:

• Clear the browser cookies regularly, or
• Perform a hard refresh of the page by pressing F12 and right-clicking the browser refresh button, then selecting "Empty Cache and Hard Reload"

One Organization at a Time

If you are working with several organizations, multitasking is not your friend. Keep only one organization profile open on your browser and close it before logging in as another organization.

Give It Some Time

Large updates, such as adding items to catalog, are heavy processes and can take some time. Wait for some minutes before refreshing the page to see your changes applied.

Summary

The article provides best practices for portal usage to ensure a smooth experience. Key recommendations include using Google Chrome for optimal compatibility, utilizing Incognito mode when needed, regularly clearing browser cookies, working with one organization profile at a time, and allowing sufficient time for large updates to process before refreshing the page.