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 Logo |
The logo of the customer portal. |
Portal Favicon |
The icon must be displayed in the title bar of the customer portal. |
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. Navigation Menu:
The navigation menu helps add a side panel menu that needs to be displayed in the customer portal:
1.
From the “Navigation Menu” section, Click “+Add
Menu” to choose
the modules.
2. To add the navigation menu, add the
following details:
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.
Select the “Save Settings” option to save the changes.
4.
Use the “Edit”
option to modify the
navigation menu.
Use the “Delete” option to remove the navigation menu.
c. Advanced:
1. The advanced section helps customers to add custom CSS.
Once you add the code, select the “Save Settings” button.
With customer portal settings, businesses can personalize their customer portal, including theme, font, and logo.