Portal Basics
Logging in, managing users, and reporting issues in the Malachyte Portal
Logging In
Go to the store's Portal address (for example, yourstore.malachyte.com), or in Shopify Admin go to Apps → Malachyte.
First-Time Access
New users get an email with a link to set a password. If the link expires or the password is forgotten, anyone on the team with Portal access can send a new one (see Adding a User).
Navigating the Portal
The left menu has one section per product: Search, Recommend, and Pages. Feedback and Settings are at the bottom.
Settings
| Setting | What it's for |
|---|---|
| Manage users | Add new users and manage existing users' permissions and login details. |
| Reported issues | See the status of issues the team has reported. |
| Release notes | See what's changed in each Malachyte release. |
Adding a User
- Go to Settings → Manage users → Create.
- Enter the person's Full name and Email.
- Choose a User role, then click Create.
They'll get an email to set their password.
User Roles
| Role | Access |
|---|---|
| Admin | Full access to the Portal: can create and edit components, rules, synonyms, and filters, and manage users. |
| Dev | View-only access to the Portal. |
| Merchandiser | View access to the Portal, plus adding, editing, and deleting rules. |
Access can be customized for each account. If someone needs a different setup, ask the Malachyte contact.
Reporting an Issue
- Click Feedback at the bottom left.
- Describe what was expected and what happened, and attach a screenshot.
- Submit it.
It goes straight to Malachyte's engineering team. Its status can be tracked under Settings → Reported issues.