Setup guide
Pental, set up end to end
Every step of setting up your portal, in the order you will do them: registering, your own domain, your own database, your own mail server, branding, the first sign-in, and keeping the database updated.
- 8 chapters, all clickable
- Your domain, database and mail server
- No migration before you start
- 0:00Registering, signing in, and the free trialSigning up on pental.io. The address you use here becomes the first admin of the portal. MFA is required: a security key, or an authenticator app, and a key still needs an app as a backup. No card for the trial.
- 0:51Your name and your firm’s nameThe two fields the portal and its documents carry from here on.
- 0:57Custom domainThe first half of white-labelling: the address your portal runs on, which has to be a domain you own. A CNAME for a subdomain, an A record for a root domain. Verification polls by itself and can take up to fifteen minutes.
- 1:45Bring your own databaseCreating a Supabase project, running the setup SQL with RLS, registering the access token hook, then pasting the project ID and publishable key. The free tier is enough to start; the schema sets RLS on every table itself.
- 4:07Your own email serverThe second half of white-labelling. Connecting a Microsoft 365 mailbox (sign in with an account that has Send As rights if it is a shared mailbox), or SMTP with a password. Then the test email.
- 5:36Branding, and finishing setupLogo at roughly 4:1, favicon at 1:1, light and dark themes with a logo each if you want, and the support address your clients see on the login page.
- 6:25Signing in as the first adminThe same account that set the portal up. If the first email did not arrive, Forgot password sets one instead. Then the same MFA steps as before.
- 7:34Updating and maintaining the databaseWhen a release needs a schema change, a banner says so: copy the SQL, open the editor, run it. Your clients never see it and the portal keeps working; only the new features wait.
What each part covers
Registering, signing in, and the free trial
Signing up on pental.io. The address you use here becomes the first admin of the portal. MFA is required: a security key, or an authenticator app, and a key still needs an app as a backup. No card for the trial.
0:51Your name and your firm’s name
The two fields the portal and its documents carry from here on.
0:57Custom domain
The first half of white-labelling: the address your portal runs on, which has to be a domain you own. A CNAME for a subdomain, an A record for a root domain. Verification polls by itself and can take up to fifteen minutes.
1:45Bring your own database
Creating a Supabase project, running the setup SQL with RLS, registering the access token hook, then pasting the project ID and publishable key. The free tier is enough to start; the schema sets RLS on every table itself.
4:07Your own email server
The second half of white-labelling. Connecting a Microsoft 365 mailbox (sign in with an account that has Send As rights if it is a shared mailbox), or SMTP with a password. Then the test email.
5:36Branding, and finishing setup
Logo at roughly 4:1, favicon at 1:1, light and dark themes with a logo each if you want, and the support address your clients see on the login page.
6:25Signing in as the first admin
The same account that set the portal up. If the first email did not arrive, Forgot password sets one instead. Then the same MFA steps as before.
7:34Updating and maintaining the database
When a release needs a schema change, a banner says so: copy the SQL, open the editor, run it. Your clients never see it and the portal keeps working; only the new features wait.
Now set up your own
Everything in the walkthrough, on your own domain and your own database. Seven days free, no card, and nothing to migrate first.