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:
|
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. |
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.
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.
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.
5. Use the “Edit” option to modify 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.