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Setting up a Consignor Portal
Setting up a Consignor Portal

Let your consignors log in to get account updates

Jonathan Staab avatar
Written by Jonathan Staab
Updated over 4 months ago

When running a consignment store, few things are as important as communicating effectively with your consignors — not only are they your supply chain, they're often your best customers! That's why ConsignCloud created our own Consignor Portal — a website where your consignors can log in to get updates on their inventory and balance history.

Getting Started

To get started, visit Settings » Consignor Portal, and enter the subdomain where you'd like your portal to live. Note that this should contain only alphanumeric characters, dashes, and underscores, and must start with a letter — no spaces allowed! It can take up to a few hours for the subdomain to become available, so be patient.

After you've tested your portal out (more on that below), we recommend you let your consignors know about it! You can do this however you like, but we've added a "PortalLink" template tag to email templates — you can include this link in the bottom of your emails, or even in the body of the welcome email to let your consignors know how they can check on their account.

Logging In

Once your portal is ready to go, your users can log in at (for example) https://your-subdomain.consigncloud.com. All this requires is that users have a valid email address listed under their account within ConsignCloud.

No password setup is necessary; when they log in, we'll send them an email with a temporary, one-time password to let them in. This simplifies the onboarding process and makes it more likely your consignors will check the portal.

If you'd like to see what the portal looks like yourself, you can create an account within ConsignCloud with an email address you control, and use that to sign in. Alternatively, you can sign in to our demo account, located at https://demo-portal.consigncloud.com. The username for the demo site is demo@consigncloud.com, and the password is 123456.

Once logged in, your consignors will see their current balance, items they've consigned (or sold outright), and their full balance history. They can also go to their account settings page and update some basic information.

Customizing

Along with cosmetic customizations like the accent color, store logo, and the link to redirect users to when they click the store logo, the portal also has the option to show or hide the consignor portion breakdown. This toggles the info bubbles that give your consignors full transparency into why their portion is what it is.

We hope you find the portal a valuable tool for communicating with your people!

Advanced: Embedding on your Website

Once you've put the final touches on your consignor portal experience, embedding the portal on your own website is a great way to completely control your consignors' experience, right down to the url shown at the top of their browser.

For now, the only way to embed the portal is using an iframe. This just some html code that will let one web page host another web page. To use it, just copy the code below, replace YOUR_SUBDOMAIN with your subdomain, and paste it into the editor for your website.

<!doctype html>
<html>
<head>
<title>Consignor Portal</title>
<style>
html, body, iframe { border: 0; padding: 0; margin: 0; width: 100%; height: 100%; }
</style>
</head>
<body>
<iframe src="https://YOUR_SUBDOMAIN.consigncloud.com" />
</body>
</html>

DISCLAIMER: Due to updated browser security protocols, cross-domain cookies are no longer supported. As a result, embedding your portal directly into a website via an iframe from a third-party site may not function as expected. For optimal performance, we recommend linking directly to your portal instead

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