How to Create a Homepage and Client Login
A photoSentinel homepage is a personalised portal for viewing the photoSentinel Control Hub and image galleries.
Most commonly it is used to give clients a branded gallery experience to view images from their installations.
You can customize homepages in a variety of ways to suit your project, including branding, style, user permissions, and where it is hosted.
You don’t need to have a homepage for your clients to view their photos; you can just give them a login to Control Hub at setup.photosentinel.com.au.
However, the big advantage of sending clients to a homepage, rather than setup.photosentinel.com.au, is that you can brand it with own logos, or those of your client. This is a great way to put you or your client’s brand at the forefront of the gallery experience.
To see an example of a branded homepage, visit our Demo Homepage.
Two major choices to make when setting up a homepage include whether you create one homepage or multiple, and where it is hosted.
Single or Multiple Homepages
A homepage can have one or many installations attached to it, so it’s not necessary to create a new homepage for each installation unless you want to.
A homepage can have multiple users with different permissions, including which installations they can view. This is useful if you want to have a single homepage with your own branding that you use with all your clients.
Alternatively, you can create separate homepages for each of your clients, with their branding being used.
There is no wrong approach; it’s what works best for you and your clients.
You can also set homepages and installation to ”Public”, which allows anyone visiting the homepage to view some or all the image galleries without a login.
You have three options when choosing where to host your homepage.
The first hosting option is the .photosentinel.photos domain, which is free to use.
The second option is to use one of our white-label domains.
These are pre-made domains managed maintained by photoSentinel, but give you a homepage free of any reference to photoSentinel, that you can personalise to your brand.
There are six to choose from:
Charges apply for white-label homepages and these can be found in the domain dropdown menu on the Create Homepage page.
Thirdly, you can opt in to our Secure Custom Domain Service, which allows you to use your own existing domain to host photoSentinel homepages..
To protect your data, and that of everyone who uses photoSentinel, you’ll need to provide us with a wildcard SSL certificate for your custom domain. Setup and ongoing service charges apply; however, after your domain is set-up with a wildcard SSL certificate, you can create unlimited homepages at that domain for the one price.
Once your custom domain is set up, you will see it listed in the dropdown menu as an option along with the others.
How to Create a Homepage
To create a homepage, watch the video tutorial or follow the step-by-step instructions below.
To create a homepage:
- Log into Control Hub.
- Click on Homepages.
- Click on Create Homepage.
Then, fill in all the relevant fields for your homepage.
Descriptive name for your homepage.
Select the URL and domain the homepage will be hosted at. As mentioned above, a homepage can be hosted at photosentinel.photos, one of our white-label domains or a custom domain.
Check this box if you want your homepage viewable to anyone who visits the URL. Leave unchecked if you want it to be password-protected.
Note that each individual installation must also be set to “Public” to be viewed without logging in. This can be done on the Installation Edit page.
Select Gallery Style
While there are multiple gallery styles shown in the dropdown list, we recommend selecting the one labelled as recommended, as that is the latest, most advanced gallery.
The other gallery styles are really only relevant if you have been using photoSentinel for a long time and have specific reasons for sticking with one of the old ones. They have not been optimised to work with the latest browser versions and may not remain supported in the future.
Choose your logo and any other images you’d like to appear on your homepage.
Add or remove installations associated with this homepage.
How to Set Up a Client Login
Once you’ve created a homepage, you will then need to create a client login to give your clients access.
Follow these steps to set up a user and give them access to their installations on the homepage.
There are three steps to creating a user:
- Create the user.
- Associate them with an installation/s.
- Associate them with a homepage/s.
We’ll look at all three of these in order.
How to Create a New User
To create a new user, navigate to the Users page, and click Add User. Then, fill in all the fields.
Not all fields will be relevant to all users; for example, most clients won’t need to have advanced permissions or receive system warnings.
First name, surname, username
Fill in the user’s name and surname, and create a new username for them.
Select the user’s timezone.
You can randomly generate a password or manually create one for this user. Make sure to copy the username and password to send to your client.
Only tick “Supplier” if you are creating another admin user who you want to be able to configure installations.
The company field is just for your own reference and can be left blank if you wish.
Input the user’s email in case they need to reset their password. This email will also be used to receive system warnings, which generally doesn’t apply to client users.
The user’s phone number is only required if they are going to receive critical warnings by SMS, and so is generally not needed for client users.
Notification settings only apply to users with permission to receive alerts and so are not generally required for client users.
Once you’ve filled in all the relevant fields, click Save.
You have now created the user, but you have not yet associated them with any installations or homepages, so they won’t yet be able to login to the homepage and see their installations.
The user will need to be added to two places: The Installation Info page and the Homepage Details page.
How to Associate a User with an Installation
- Navigate to the Installation Details page.
- Select your installation from the drop-down menu, and click on Info.
- In the Users Associated section, select your new user from the drop-down menu.
- Tick the checkboxes for “View High-res” (required) and “Social Sharing” (optional), and click on Set User Permissions. These are usually the only two permissions that apply to client users. The other permissions in this section (“Write”, “Generate Timelapse”, “Receive Alerts”) generally only apply to admin users.
- Click Set User Permissions to save these settings.
How to Associate a User with a Homepage
The last necessary step is to associate the user with your homepage.
- In the top menu, click on Homepages.
- Click on Setup for the homepage you want to associate your new user with.
- In the Users Associated section, select your new user from the drop-down menu and click on Associate User. Don’t select “Can Write” unless you want the user to be able configure the homepage.
Once you have created your user and associated them with both the installation/s and homepage, you can go to the homepage and check the new user can login and view their images.
If these steps don’t resolve the issue for you, please contact our Support Team.