Online Configuration - Portals


Adding Portals

Step     Action

  1.       Select {Settings} and then select {Online Configuration} under Online Ordering.

  2.       Select {New} under Portals section. A New Portal page will open.


  3.       Complete the fields.


Item
Description
Name
Enter a Name for the portal.
Active
Select Yes or No.
New Customer Defaults
Select a New Customer Default from the drop-down.
Assigned To Contact
Select an Assigned To Contact from the drop-down.
Handling Fee Type/Amount

Select a Handling Fee Type (% or $) from the drop-down and then enter value for the Handling Fee Amount.
Meta Description
Enter Meta Description.
Meta Keywords
Enter Meta Keywords.
Allow Registration
Select Yes or No. If set to YES, a user can register for the portal online.
Browsable
Select Yes or No. If set to YES, a user can view the portal without logging in.
Order Confirmation, Order Sent  for Approval, Order Needs Approval, Password Reset Email
Select an option from each drop-down to set as default canned email for each email type.

For more information on Canned Emails, see Communications-Canned Emails.  
Admin Email Address

Select one or more Admin Email Address options from the drop-down. An email address can also be manually entered by typing it into the field and hitting 'Enter' key.
File Group
Select a File Group from the drop-down.
From Email Name
Enter the From Email Name.
From Email Address
Enter the From Email Address.
Theme


Select a Theme from the drop-down.

Note: Primary/Secondary color may pre-fill based on Theme selection.

To modify theme options, see Online Configuration-Theme.
Primary/Secondary Color
Select a color from the color swatch.
Logo


To add a Logo:
1. Select {Choose File} under Logo. A File Upload modal window will open.
2.  Locate file on computer to be imported and select {Open}. A results window will pop-up to indicate the logo has been saved successfully.



  4.       Select {Save}. A results window will pop-up to confirm Portals saved.


Editing Portal Information

Step     Action

  1.       Scroll to Portals under Online Ordering section.     

  2.       Hover mouse over the name of Portal to be edited and select the pencil icon that appears 

            on the right-hand side.


            The Portal edit page will open.

  3.       Make required changes.

  4.       Select {Save}. A results window will pop-up to confirm Portal saved successfully.


Deleting Portal Information

Step     Action

  1.       Scroll to Portals under Online Ordering section and select portals to be deleted by checking 

            boxes on the left-hand side. 

  2.       Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  3.       Select {Ok}. A results window will pop-up to confirm Portals deleted successfully.

 

Inactivating Portal Information

Step     Action

  1.       Scroll to Portals under Online Ordering section and select portals to be inactivated by checking 

            boxes on the left-hand side. 

  2.       Select {Inactivate}. A results window will pop-up to confirm Portals inactivated successfully.