Overview#
The Pump Portal is a website where your candidates sign in to see and complete their compliance items: uploading documents such as a passport, agreeing to terms, and checking their placements. Everything they do is saved straight into Pump, where your staff review it. Pump installs the portal for you.
This guide is for your company's administrator: whoever arranges, manages and customises the portal. Your staff and candidates have their own guide: see the Pump Portal User Guide.
Getting the Pump Portal#
For whoever at your company is arranging the Pump Portal, and your Microsoft 365 and Pump administrators.
- Getting started with the Pump Portal: how Pump installs the portal, licensing, and what you need in place first.
- Planning, testing and going live: the decisions to make, testing, what's done in your sandbox and production, and the go-live checklist.
Managing the Pump Portal#
For your Pump administrator, once the portal is installed.
- Staff access, settings and which items candidates see: security roles, the settings you can change, Show in Portal, and the password reset email.
- Automatic emails, usage and flow monitoring: turning the automatic emails on, checking usage, keeping the flows running, and when to contact Pump.
Customising the Pump Portal#
For your Pump administrator, or the partner who customises Pump for you.
- Before you customise the portal: how your changes are saved, moving them to production, what to leave alone, and what to check after an update.
- Branding, pages, lists and forms: logo, colours, home page text, list columns, form fields and item instructions.
- Site settings and the portal's flows: site-wide settings, upload limits, and the flows the portal uses.
Pump Portal emails#
For your Pump administrator.
- The emails candidates receive: who the emails go to and from, and each of the 7 emails in detail.
- Changing email wording and troubleshooting: editing the email templates, and what to check if emails aren't arriving.
Videos#
These narrated walkthroughs show how to set up and customise the portal.