The Portal Setup Wizard is a guided, four-step workflow that allows administrators to configure and launch a new client portal. It guides you through the essential portal settings — from branding and identity to pricing models and business configuration — before the portal can be published.
Once the Setup Wizard is completed, you will no longer be able to access or re-enter it from the portal listing page.
You are not required to complete all steps in a single session — the wizard is designed to be resumable at any point of the progress with a persistent save state.
In this article, we will be covering these topics:
Opening the Setup Wizard from Store
2.1 Step 1 of 4 — Site Name & Identity
2.3 Step 3 of 4: Paydocker Account Connection
2.3.1 Create Your PayDocker Account
Opening the Setup Wizard from Store
After activating B-Portal from the Store, the setup wizard opens automatically in a new tab.
You do not need to manually navigate to the setup wizard after activation.
If you return to the Store later and click the B-Portal product again, the system will take you to the correct place based on your portal setup status:
- If no portal has been started, the setup wizard opens from the beginning
- If portal creation is in progress, the setup wizard resumes from the step you left off
- If portal creation is already completed, you are taken to the portal listing page
The original Store tab remains open.
1. Pre-Requisites
Before you begin the Setup Wizard, the following areas of the platform must be in place.
| Area | Why It Matters |
| Paydocker Account | You must have a registered and active Paydocker account before starting the wizard. The wizard will attempt to verify your connection status. |
| B-Portal Account | The Setup Wizard is accessed through B-Portal. You must be logged in with appropriate permissions to run and complete the wizard. |
| Network / Firewall Access | Your environment must be able to reach the PayDocker registration and dashboard URLs. If your organisation uses a firewall or proxy, ensure the relevant Paydocker domains are whitelisted before proceeding. |
2. Setup Wizard Steps
2.1 Step 1 of 4 — Site Name & Identity
Step 1 captures the core identity information for your portal. The table below explains all three fields:
| Field | Field Type | Max Characters | Allowed Characters |
| Site Name (Title) | Single-line text | 50 | Alphanumerics and hyphens only — no special characters |
| Site Description | Multi-line text | 120 | Alphanumerics and hyphens only — no special characters |
| Welcome Message | Multi-line text | 120 | All characters including special characters |
These fields also appear under the General Settings page of your dashboard once the wizard is complete.
Fill the relevant information in and click Next to proceed to Step 2.
2.2 Step 2 of 4 — Branding
Step 2 defines the visual identity of your portal — its colours, logo, and favicon. These settings determine how your portal looks to both administrators and end users.
2.2.1 Colour Configuration
The portal uses two brand colours — a primary and a secondary. Both have default values and can be changed at any time during this step.
| Colour | Default Value | Input Method |
| Primary Colour | #14B8A6 | Click swatch to open colour picker, or type directly into the HEX field |
| Secondary Colour | #0C6E64 | Click swatch to open colour picker, or type directly into the HEX field |
Clicking either colour swatch opens a colour picker. You can select a colour using any of the following input methods:
- HEX Code Selector
- RGB Code Selector
- HSL Code Selector
2.2.2 Logo
The logo is displayed across the portal and represents your brand. By default, the system generates a dynamic logo automatically by taking the first character of the Site Name you entered in Step 1 (e.g., if the site name is "ABChotels", the logo displays "A").
The background colour of the dynamic logo matches the primary colour selected, the letter is rendered in white (#FFFFFF), and a drop shadow is applied to ensure legibility regardless of background colour.
You may replace the dynamic logo by uploading a custom image. Uploaded images must meet the following requirements:
- Accepted formats: SVG, PNG, or JPG
- Maximum file size: 2MB
2.2.3 Icon / Favicon
The icon (favicon) follows the same logic as the logo — it defaults to the first character of the Site Name on the primary colour background, and can be replaced by uploading a custom image using the same format and size requirements (SVG, PNG, or JPG; maximum 2MB).
2.3 Step 3 of 4: Paydocker Account Connection
Step 3 verifies whether your Paydocker account is connected before you proceed to configure payment terms. The Setup process cannot move forward until the connection is confirmed as successful. This is so your portal is able to sync up with your payment terms automatically.
2.3.1 Create Your PayDocker Account
If you don't yet have a PayDocker account, you'll need to create one before completing this step.
2.3.2 Connecting Your Account
If you already have a PayDocker account linked, the connected confirmation screen is shown immediately and Next is already enabled—no further action is required.
Once you have connected your Paydocker account, the screen updates to show the connection confirmation and Next becomes enabled.
2.4 Step 4 of 4 — Business Model & Payment Terms
Once your PayDocker account is successfully connected, the wizard fetches your business model and payment terms directly from your linked PayDocker account and pre-populates the relevant fields—you do not need to enter these manually.
For B-Portal accommodation portals, the fetched values are fixed:
| Field | Value |
| Business Model | Agency Collect (only available option) |
| Payment Terms | Payable (only available option) |
| Method | Token (only available option) |
Click Done to complete the setup process.
Important: Once the setup wizard is completed, your B-Engine portal is published automatically. No manual publishing step is required.
To test your portal after setup, go to Editor > Domains > Login as test buyer. This opens the live site login page with the Test Buyer credentials pre-filled.
3. Troubleshooting
| Issue | Likely Cause | Resolution |
| The Next button in Step 1 remains disabled. | One or more required fields (Site Name, Site Description, or Welcome Message) is empty. | Ensure all three fields contain at least one character. The button activates only when all three fields have input in the correct format. |
| The wizard cannot be accessed from the portal listing page. | The wizard was already completed for this portal. | The wizard locks permanently upon completion. Edit portal details via the relevant Settings pages instead. |
| The wizard does not advance past the PayDocker step even after entering account details. | The PayDocker connection verification failed. |
1. Confirm you registered at the correct environment URL (Staging, QA, or Production). 2. Log in to your PayDocker dashboard and verify the account is active. 3. Refresh the Setup Wizard and retry. 4. If the issue persists, contact your administrator to check API connectivity between B-Portal and PayDocker. |
| Step 5 shows blank or missing Business Model and Payment Terms fields after a successful connection. | The linked PayDocker account may not yet have business model or payment term data configured, or the fetch request failed silently. |
1. Log in to your PayDocker account and confirm that business model and payment terms are configured in your PayDocker dashboard. 2. Return to the Setup Wizard and re-run from the PayDocker step. 3. If data is still not fetched, ask your administrator to verify that the B-Portal–PayDocker API connection is returning data correctly. |
| I was redirected to the setup wizard after activating B-Portal | This is expected behaviour after B-Portal activation | Continue the setup wizard in the new tab. If you already started the wizard before, it will resume from the step you left off |
| I clicked B-Portal in the Store and did not see the portal listing page | Portal creation is not completed yet | Complete the setup wizard first. Once portal creation is completed, clicking B-Portal will take you to the portal listing page |