How do you manage the customer portal settings in the Zuper Web App?

How do you manage the customer portal settings in the Zuper Web App?

NotesNavigation: Settings -> Configuration Settings ->Customer Portal

Once the customer portal is turned on in Company policy, the users will now be enabled to configure the customer portal, including Branding, appearance, navigation, etc.,


1.  Select the “Settings” module from the left panel. Under the “Configuration Settings,” choose “Customer Portal.”



From the “Authentication" section, fill in the following details.

Fields

Description

Please choose an authentication method

The authentication is the process to identify the right user to login to the system in a secured way. 

Here you can choose one of two methods:

  1. Password - Only user email and password can be used for the login.
  1. Password / OTP -  Password and OTP can be used for the login. 

From the “Branding” section, fill in the following details.

Fields

Description

Portal Name

The name must be displayed in the customer portal’s title bar.
Portal Contact
The contact email id of the portal. 

Portal Logo

The logo of the customer portal.

Portal Favicon

The icon must be displayed in the title bar of the customer portal. 


From the “Appearance" section, fill in the following details.

Primary Color

From the drop-down, choose the preferred primary color from the color picker.

Font Family

From the drop-down, choose the font.

Footer Text

Enter the footer text to be displayed in the customer portal.

Select the “Save Settings” button to save the customer portal settings. 


b. Modules & Fields:

 The Modules & Fields helps add a side panel menu that needs to be displayed in the customer portal: 

1. From the “Modules & Fields” section, Click “+Add Menu” to choose the modules. 



If you choose the type as "Page."

2. To add the menu, add the following details - for the page:

Fields

Description

Menu Name (Mandatory)

The name of the menu is to be displayed.

Type (Mandatory)

From the drop-down, select the type. 

If you would like to display the module page, choose the type as "Page."

Select a Page (Mandatory)

Choose the module page that needs to displayed in the customer portal. 

 Click the “Add” button to create the new menu. 

If you choose the type as "External Link."
3. To add the menu, add the following details - for the external link:

Fields

Description

Menu Name (Mandatory)

The name of the menu is to be displayed.

Type (Mandatory)

From the drop-down, select the type. 

If you would like to redirect to an external link outside the customer portal, choose an option as "External."

Upload Icon (Mandatory)

Add the icon that needs to be displayed in the navigation menu.

Note:  The “View Attached Icon” option helps you check the uploaded icon.

Redirect To (Mandatory)

Enter the external URL link.

 Click the “Add” button to create the new menu. 



3. The new navigation menu has been successfully added.


Select the “Save Settings” option to save the changes.

4. You can toggle on or toggle off the list of modules present as per the need. 

5. Use the “Edit”    option to modify the navigation menu.


6. Once you click the "Edit" icon, you have the option to set visibility for the listing page.
You can toggle on or toggle off the listing page items. 


7. You have the option to reorder the menu list present by clicking the "Reorder" button. 


8. You can toggle on or toggle off the detail page items. You have the option to view the custom fields now. 


8. Click the "Save Settings" to update the module and module related items. 

c. Advanced:

1. The advanced section helps customers to add custom CSS.

Once you add the code, select the “Save Settings” button. 



2. Select the “Open Portal” option to launch the customer portal.




With customer portal settings, businesses can personalize their customer portal, including theme, font, and logo.