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Customer Portal Settings

  • Updated

This article includes the following topics:

Opening the Portal Settings

  1. Go to the DPG Pro account, and click the Admin tab.

  2. Click the Portal Settings button.

    The Portal Settings page opens.
    Portal_settings_page.png
  3. Select either of the following:
    • If the customer does not have a domain of their own, select the appropriate domain to work with. Additional customizations under Look and Feel are available if we provide their domain.
    • If the customer has their own domain(s), they are displayed here.
      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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General Settings

The General Settings section works with the 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.
    Portal_URL.png
  3. In the Look and Feel section, do the following:
    • Domain Logo - either upload the logo you wish to use or click the "x" to delete the current logo.
    • Brand Color - select a color for the company name, icons, tabs and links.
    • Login Images - this is the image that appears when a user is on the log in page. Either select an existing image, upload an image or click "x" to delete an image.
    • Dashboard Header Image - this image appears at the top of the Dashboard page. Either select an existing image, upload an image or click "x" to delete an image.
      Look_and_feel.png
  4. In the Onboarding Flow section, options available are selected by default and can not be changed. 
    • Verify ID checkbox - This applies to first-time logins or password resets. It requires a user to enter their DOB and last 4-digits of their SSN.
    • Change Password - This applies to password reset requests either by the user or the agent. 
      Onboarding_flow_settings.png
  5. In the Configurable Items section, you have the option to allow users to upload specific types of documents during their initial login to the portal.
    • Selecting Required means
    • Selecting Document Upload opens a list of document types. Select the checkboxes for each type of document you want to allow the user to upload. 
      configurable_items.png
  6. Click Save Settings when finished.
    NOTE
    Confirmation that settings have been saved appears at the bottom of the screen.

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Permissions

The Permissions settings is the next section you'll need to configure. 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.
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.

permissions.png

 

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Modules

The Modules page features all available options that can be added or removed from the Consumer Portal.

NOTE
This impacts all consumers.
  1. The Dashboard section contains the options you want displayed on the portal Dashboard.
    • Select the appropriate Quick Actions.
      quick_actions.png
    • From the user's Dashboard, the user has the option to click the option they want and that page instantly opens.
      quick_actions_dashboard.png
  2. If you have enabled the Consumer Actions permissions, the user is able to access their Document Library, which contains a list of uploaded documents, their creation date, type, description, and a set Actions column allowing them to view or download the document.
    • In the Documentation Library section, select the types of documents that the user will be allowed to upload into the Document Library.
      NOTE
      The settings below are the DPG defaults.

      allowed_doc_typs.png
  3. In the Financials section, there are several components available:
    • Budget Tracking - this option is not available at this time.
    • Debts - sets the visibility for which debt field options are visible to the user. 
    • Debt Statuses - displays the status for 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 client has in their CRM. 
      NOTE
      Selecting one status would only provide a status for debts that fit that criteria. Other debts wouldn't display any status.
    • Transactions - sets the visibility for the types of transactions are visible to the user. Pulls from types we have in system. What you select here appears on the Upcoming Transactions page.
      NOTE
      These fields appear in the Consumer Portal on the Debts page.
  4. The Support settings 
    • 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.
  5. Use the Frequently Asked Questions section to enter questions and answers that you feel would help the user with the portal. To enter a new question and answer, click Add Item. This displays under FAQ's in the Consumer Portal.

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Communication Settings

The Communication 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.

  1. Select the Enable Custom Email Templates checkbox to either use email templates shared with you from the CRM or to use the system defaults.
    email_notifications.png
    The additional menus appear.
    email_notification_templates.png
  2. Select an available template for the type of message you want to send. Repeat for each option.
    NOTE
    If you want anything changed in the template, modify the template in the CRM.
  3. Move the Enable Email Custom Delivery Address to Active to override the outbound email setup in the system to the email address you specify in this field. 
  4. Click Save Settings when finished.

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Integrations

The Integrations page displays the external widgets, 3rd-party applications, etc., the clients has integrated with the portal.

Integrations.png

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Terminology

This section allows you to rename the default labels like Transaction can be replaced with Balance.

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