How to create, edit, or delete a Portal

Use MASV Portals to request files from your clients

MASV Portals offer a simple and organized way to request and receive files from your clients, colleagues, or content creators. You can create as many Portals as you want to facilitate your workflow and track file transfers.

In a hurry? Use Instant Portal to create a MASV Portal with a single click.

Need a custom look or have integration or metadata requirements? Use our Custom Portal to:

• Brand the Portal with your logo, colors, and a custom background.
• Integrate directly with cloud storage, cloud collaboration, and asset management sites.
• Collect metadata, set rules and specifications, and apply terms of service agreements.

You can also automate uploads and downloads from Portals. For more information, see How to automate file transfers with MASV.

To create an Instant Portal

1. In the MASV Web App, in the sidebar on the left, select Request Files with Portals.
2. On the Request Files page, do one of the following:
   • If this is your first Portal, select Instant Portal.
   • If you already have one or more Portals, select the New Portal button, then select Instant Portal.
3. If you want to share the Portal link immediately, do one of the following:
   • To get a URL that you can paste into your preferred means of communication, select Copy Portal URL, and select Finish.
   • To send the Portal URL directly to one or more email recipients, select Send Upload Request. In the Send Upload Request Via Email window select the Portal link, enter your email recipients, type a message, and select Send Request.

To create a Custom Portal

1. In the MASV Web App, in the sidebar on the left, select Request Files with Portals.
2. On the Request Files page, do one of the following:
   • If this is your first Portal, select Custom Portal.
   • If you already have one or more Portals, select the New Portal button, then select Custom Portal.
3. On the New Portal page, select the General tab and choose any of the following settings:
   • Domain: This is the Portal URL which will be used by your clients to access your custom Portal. You can type a custom URL and share it via email or other communication methods.
   • Name: This is the name used to identify your Portal and will be used in the History section and notification emails sent to you and your clients or collaborators who upload to the Portal.
   • Email Recipients: Enter email address(es) if you know who the download recipients will be. Please note that each recipient that completes a download counts towards your total usage, and that field is not visible to the client. Please also note that if the field is left blank, no emails are sent when a download occurs. However, all transfers can still be accessed from the Transfer History page.
   • CC Recipients: Enter email addresses of people who do not need a download link, but who need a notification that a download has been sent. Ideal for admin and project managers.
   • Message: Type any instructions or restrictions that users will need to know before they upload content. For example, if you set Rules for file type and size, you can reinforce the information here.
   • Tag: Add a tag you can use to identify the project for billing or other organization purposes.
   • Files Expire After: Set an expiry period for when the files will no longer be available for download via MASV. The number of free storage days varies according to your plan. Any additional days will show their estimated storage cost.
4. For more customizations (see  Portal customizations), set the properties you want on any of the following tabs:
   • Security:  Set security-related settings that limit access to Portals and Portal downloads. You can Assign Teamspace, Set as Private Portal: [Note: Feature not available in standard version. Please use Teamspaces to limit Portal access.] , or enforce Upload Security and Download Security with passwords.
   • Rules: Set requirements for content collection, such as adding a terms of service agreement, setting file size and type specifications, enforcing a package naming format, or choosing a Portal expiry date.
   • Look and Feel: Choose your branding options. For more information, see How to customize a MASV Portal with your brand
   • Integrations: Integrate directly with cloud or on-premises storage, cloud collaboration sites, and media asset managers (MAM).
   • Custom Form: Create a form that will guide your Portal recipient to provide the metadata you need to organize the transfers.
5. When you have finished customizing your Portal, select the Create button in the lower right corner of the page.
6. Do one of the following in the Your Portal is Ready window:
   
   • To use the new Portal immediately, you can follow the instructions to request files (Copy Portal URL or email with Send Upload Request).
   • Select Finish, and access your Portal from the Request Files page. Select the menu icon in the Actions column to preview your Portal (Open Portal Page) or to send an upload request (Send Upload Request).

To embed a Portal on a webpage

1. In the MASV Web App, in the sidebar on the left, select Request Files with Portals.
2. On the Request Files page, select the menu icon in the Actions column for the portal that you want to embed on a webpage.
3. From the menu, select Embed.
4. From the Embed your Portal window, choose the settings you want.
5. Select Copy to copy the embed code and add it to your webpage, adjusting sizing as required.

To edit a Portal

1. In the MASV Web App, select Request Files with Portals in the sidebar on the left.
2. On the Request Files page, select the menu icon in the Actions column for the Portal that you want to edit.
3. From the menu, select Edit.
4. Edit any of the portal settings on any of the tabs and select Save in the bottom right corner to apply the changes.

To delete a Portal

1. In the MASV Web App, select Request Files with Portals in the sidebar on the left.
2. On the Request Files page, select the menu icon in the Actions column for the Portal that you want to delete.
3. From the menu, select Delete.
4. In the confirmation window, select Delete.

 

Portal customizations

In addition to the settings you choose on the General tab, you can customize your Portal with the following branding options, rules, integrations, and custom form fields. The following customizations are available from the New Portal and Edit Portal pages:

Security

• Assign Teamspace: Only Member users (role) who are assigned to the selected Teamspace have access to the Portal. Owner and Admin users always have access.
• Set as Private Portal: [Note: Feature not available in standard version. Please use Teamspaces to limit Portal access.] Restricts access to who can view and download the contents of the Portal. Owner and Admin users always have access. 
• Upload Security: Enable Password Protection to make sure only those with the password can access your Portal. For information about addition upload security, including user sign on and authentication options, please contact sales@masv.io.
• Download Security: Enable Download password protection to make sure only those with the Download Password can download deliveries sent to that specific Portal. Please note that this password field is different from the Upload Password field and will be visible only to those who access deliveries sent to the Portal.

Rules

• Terms of Service: Add a terms and conditions agreement. When active, the user must acknowledge the terms and conditions, contest rules, or other messaging before they can submit content to the Portal. You can copy and paste your terms of service into the Description box or use the Description box to direct users to the URL you provide.
• File Specifications: Set a maximum package size or specify the file formats that you want to receive. Packages that don't meet the criteria are not uploaded to the Portal.
• Package Name Format: Enforce a naming convention for files uploaded to the Portal. For example, you can ensure packages use a standard naming format, such as [date]-[project]-[ID]-[resolution]. Package name formatting is defined by Regular Expression (also known as RegEx). For more information, see How to set a package name format in MASV.
• Portal Expiry: Choose a date for when the Portal becomes inactive. For example, if running a contest, you can set the Portal to expire (Portal becomes "Inactive") when the contest closes.

Look and Feel

• Logo: Add a logo to reflect your organization. This logo will be shown on email notifications as well.
• Background: Choose a background image to reflect your brand or something related to the project. This will be seen by anyone who accesses the Portal via the Domain URL.
• Accent Color: Choose a color for the logo banner and buttons. The color is used for Portals and email notifications.

For more information, see How to customize a MASV Portal with your brand

Integrations

• Send and receive files using integrated cloud or on-premises storage, collaboration services, or asset management software. Select from the MASV list of integrations, and in the Add Integration window, authenticate the integration and select Connect. For more information about Portal integrations, see How to use a MASV Portal to send files to integrations.

Custom Form

• Get the metadata you need from senders by adding a custom form. The sender is prompted to fill in the form, and MASV includes this metadata with any files they send to you. By choosing a compatible delivery format, you can use this information to track your transfers or integrate with your media asset management (MAM) platform. For more information, see How to design a custom metadata form.