This article was developed to describe the settings associated with our Customer Portal. This article includes the following topics:

• Overview
• Opening the Portal Settings
• Domains Configuration Tab
• General
• Look and Feel
• Onboarding Flow Settings
• Email Settings
• Modules
• Visibility and Access (formerly Permissions)
• Terminology
• Assign Portal Domains Tab

Overview

The Customer Portal settings page is available to users with access to the System Settings page from the controlling company, as well as any user granted the "Edit System Settings" page, to manage system default and custom domains. Sub-companies may now view each configuration per domain that exists for their company in a read-only mode.

Opening the Portal Settings

• For those with access, login to the CRM, click the Admin tab and click "Settings" from the Navigation Bar.
• On the Settings Page, click the Customer Portal Settings button in the Navigation Bar. 
  
  This page contains five menu options on the left side of the page. These are General, Communication, Modules, Permissions, and Terminology. Before you can access these options, you must select a Domain by clicking on the "Select a Domain" dropdown menu at the top left of the screen (shown below). The available options are displayed in the image below.

   

  NOTE: On each of the Portal Setting options, once you complete making any changes, click the “Save Settings” button on the top right of each screen. 
  
  

• When an admin user from the controlling company logs in to the portal settings page:

  1. If no custom domains exist, the user is directed to a page displaying all system default domains in the account (see the Domain Type field in the image below), which are displayed in read-only mode. These default domain configurations can be viewed but not edited, as Domain assignment is not available to the user.

  If custom domains DO exist, the user lands on a page featuring two tabs: Configure Portal Domains and Assign Portal Domains.
  

• To access the portal settings page to view the domain’s default domain configurations.

  1. Only users from the controlling company can have edit capabilities on custom domains (on the customer portal settings page) with appropriate role permissions. 

     • A user from a sub-company will have access to a read-only mode only for Domain Configuration, where only assigned domains of each file type appear and may be viewed.

       • NOTE: Custom domains should be associated with specific file types and cannot be associated with multiple file types. In addition, a user can't utilize both the system domain and the custom domain for a single file type concurrently; it is an either/or situation.

  2. Only one configuration can be present for a custom domain at any time.

  3. If no custom domains are present, there will be no tabs, only a table of the system domains with the ability to see the configuration in a read-only mode.

• The "first-time" Portal Settings page will open if this is your first time setting up a customer portal for your company. If this is not the case, skip to step 7 below.
• Click the "Create Company Config" button as indicated in the image above to create a company configuration file.
• If this is not the first time a user is setting up a customer portal, the following version of the Portal Settings page opens.
  
  Two tab options are available near the top of the page.
  • The Configure Portal Domains tab (default view) displays the list of domains and their configurations.
  • The Assign Portal Domains tab lists all companies present in the account. From this tab, you may hide the system default domain.
    
    Click the "Configure Portal Domains" tab to select the portal whose configuration you wish to view and then click the appropriate right-facing arrow in the "View Portal Configuration" column.
    
    
• The Portal Configuration Page for the Domain Name you selected will be open. Select the appropriate domain for the type of debt. In the example shown below, "xxxxxxx.com" was selected by clicking the right-facing arrow next to xxxxxxx.com in the image shown above.
  

NOTE
Once you select a domain, the screen won't change. You must select an option in the left-hand panel to configure the settings and notifications.

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Configure Portal Domains Tab

For custom domains, all default selected options on domain configurations (described below) should be inherited from the system default domain associated with the same file type. A controlling company admin can choose to change these settings.

General

The Configuration settings section works with domain-level configuration, meaning it allows you to customize the look and feel of the portal as well as set up first-time or every-time login requirements.

1. The domain name should already be selected. Click General in the left-side panel.
2. In the Portal URL field, verify the URL is correct.
   
   
   

Look and Feel

In the Look and Feel section, a new Change button is available for the domain logo, login images (the image that appears when the user is on the login page), and dashboard header image, enabling users to upload new images. You may select an existing image, upload an image, or click "x" to delete an image.

This section also incorporates a website favicon upload option, enabling users to upload a favicon to be displayed in their browser.

For the Brand Color option, select a color for the company name, icons, tabs, and links. This offers a hex code entry box, enabling users to enter the hex code for the desired color.

• NOTE: Some items, such as "Domain Logo" and "Brand Color" are only editable if you are modifying a custom domain. If you use our default domains, these and other settings will be locked and a small white "x" with a red background used to edit will not be available.
  
  

Onboarding

In the Onboarding Flow section, you may customize document uploading requirements for when users log in for the first time. This customization is activated by checking the check box next to the question, "Do you want users to be requested to upload documents the first time they log in?" (see image below).

The options available are selected by default and can not be changed. This section hosts domain login identity verification control. Identity verification is now handled differently based on file type. Business Loan file type domains (CTX) do not have ID Verification enabled and it is not visible on settings. Syndicate Credits visibility control has been added to the transaction-level visibility control.

Click Save Settings when finished.

NOTE: Confirmation that settings have been saved appears at the bottom of the screen.

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Email Settings

The Email Settings page is for email template management. It pulls all templates from the CRM's E-marketing tab, and for all the various items (password changes, welcome, etc.), you can assign the appropriate template to it. It is ONLY available for use when configuring a custom domain.

Clients need to create their own custom templates for the following: Password Changed, Password Reset, Welcome/Onboarding, and Send a Message. 

IMPORTANT: A "Welcome/Onboarding" email template can be configured in an email template for the event "Client Enrolled". Refer to our article on Email Triggers for details on setting up an email trigger.

Under the Configure Email Templates section, select an available template for the type of message you want to send from the dropdown menus provided. Repeat for each option. 

REMINDER: If you want anything changed in the template, modify the template itself in the CRM.

Next, go to the Outbound Email Sender section with dropdown menus. This is for users to select an existing e-marketing sender.

At the bottom of the page, move the Centralized Inbound Email Delivery toggle switch to Active to override the default behavior, or portal emails begin sent to the externally assigned company and divert them to a single mailbox that you specify in the "Email Address" field shown below.

Finally, click Save Settings found at the top right of the page when finished.

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Modules

The Modules page features all available options that can be added or removed from the Consumer Portal. It is separated into different pages.

Home

This section, titled "Home", provides you a list of Quick Actions that you can assign as available to clients at the bottom of their client dashboard. In the example above, all available quick actions are selected, so all will be showing on the dashboard of the customer portal.

1. A Dashboard section depicts the entire Dashboard page on the portal. It contains the options you want to be displayed on the portal Dashboard.
   • Select the appropriate Quick Actions.
   • From the user's Dashboard, the user has the option to click the option they want and that page instantly opens.
     

Document Library

In the Documentation Library section, you can select the types of documents that the user will be allowed to upload into the Document Library by activating the corresponding checkbox.

If you have enabled the Consumer Actions permissions, a user can access their Document Library, which contains a list of uploaded documents, their creation date, type, and description.

Financials

In the Financials section, there are several components available that are determined by the file type associated with the domain being configured:

• If the domain is Debt Settlement, Debt Validation, or Business Loans, a "Debts" subtab will be present and accessible.
  If the domain is the Business Loans file type, the "Advances" subtab will be present and acccessible.
• The "Transactions" subtab had Syndicate Credits transactions as a configurable transaction type for Business Loans file type domains.
  
  Here is the list of options available:

• • Debt Custom Field Visibility - sets the visibility of debt field options for the contact or consumer. 
  • Debt Statuses - displays the status of each debt.
    • You also have the option to create 1 custom status. To do so, select the Custom Status checkbox. A menu appears pulling all the custom fields that the client has in their CRM. 
      

      NOTE: Selecting one status only provides a status for debts that fit that criteria. Other debts wouldn't display any status.

  • Transaction Type Visibility - sets the visibility of transaction types for the contact/consumer. This pulls from types we have in the system. What you select here appears on the Upcoming Transactions page.
  • Transaction Grid Columns - sets which column headers will be displayed in the transactions table.
    

    NOTE: These fields appear in the Consumer Portal on the Debts page.

Support

This section offers two subsections: Contact Information and Frequently Asked Questions.

• Contact Information - pull information from the external company information on the client's file, including name, logo, etc. This section allows you to override what would normally display with the company information you provide here.
  

  NOTE: Displays under Help in Consumer Portal.

  The Create & Manage FAQs section is designed to provide a space for users to submit questions and answers that will help them navigate the portal. To add a new question and answer, click Add FAQ. This is displayed under FAQ in the Consumer Portal.  FAQs can be reordered by users without needing to be deleted and recreated. In addition, the order of the FAQs displayed on the Admin page is now reflected in the Portal.
  
  NOTE: FAQs may be edited by users after being created. 

NOTE: This impacts all consumers.

1. The Dashboard section depicts the entire Dashboard page on the portal. It contains the options you want to be displayed on the portal Dashboard.
   • Select the appropriate Quick Actions.
   • From the user's Dashboard, the user has the option to click the option they want and that page instantly opens. A modal titled "Need Help" will now display a screenshot (depicting the entire Dashboard page on the portal) demonstrating how Quick Actions appear when specific selections are made.
     

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Visibility and Access (formerly Permissions)

The Visibility and Access (formerly Permissions) setting is the next section you'll need to configure.

NOTE: Any module/page enabled in the "Visibility and Access" page of settings will appear for portal end-users for the domain being configured.

This section contains a Clixsign page and Student Loans page (only appears for student loan file type domains) and an Advances page (only appears for business loans file type domains, and is added to "Modules").

There are two groups of settings, one for Agents and one for Consumers. Within those groups, there are 2 sets of options: View and Action.

• Action - allows you to decide what actions are available (download, open, send).
• View - allows the agent or consumer to view something in the Portal, but not complete any actions.

NOTE: An Agent is if someone "logs in as" the contact from their client dashboard. A Consumer is if someone logs in with the contact's username/password from the customer portal's login page).

IMPORTANT
If you clear the checkbox for Document Library for the Agent under the Action column, when you go to the Module Settings page, that section will NOT appear.

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Terminology

This section allows you to rename the default labels, such as Transaction, which can be replaced with Payment.

Before leaving this page, to save your changes, click the "Save Settings" button in the top right corner.

Assign Portal Domains Tab

1. The Assign Portal Domains tab should list all companies present in the account that the user is accessing the page in. When a company visits this page for the first time, the system's default domain will be automatically selected as their default choice.

2. On the Assign Portal Domains page, a user from the controlling company can select a domain to be assigned to each sub-company for each file type present in the account.
   

3. The default choice for the domain of each file type present in the account can be selected on the "Assign Portal Domains" page. Each file type should have an option that allows any domain associated with that particular file type to be selected, which will then be automatically applied as the assigned domain for all sub-companies of that type.