6.22.0 Branch-level Customer Portal 2.0 configuration

6.22.0 Branch-level Customer Portal 2.0 configuration

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What's new?

Customer Portal 2.0 now supports branch-level customization, empowering you to showcase local branding for each branch. System administrators can configure unique subdomains, logos, color schemes, and page displays, offering customers a tailored and cohesive experience. This article highlights the latest enhancements to help you get started.

Prerequisites

• This feature is available to Enterprise tier clients.
• You must enable Customer Portal 2.0 within your Administration Configuration.

Configuration screen enhancements

In Administration -> Configuration -> Customer Portal 2.0, select Enable Branch-Level Configuration to customize the Customer Portal settings across branches. Once enabled, a Branch dropdown displays, allowing you to select a specific branch, toggle the portal On or Off for that branch, and adjust branch-specific settings,such as email invitation content and subdomain customization to reflect the branch's identity. For more information on customization options, see Customer Portal 2.0 in Configuration screen.

Customer Portal invitation email template updates

The Customer Portal 2.0 invitation email template now includes a Branch drop-down list when Enable Branch-Level Configuration is selected in Application Configuration. Use the drop-down to select a branch with active Customer Portal 2.0 settings. Invitations will reflect the selected branch's branding, including logos and subdomains. Additionally, contacts can be invited or re-invited to multiple branches as needed, allowing them to access multiple portals using a single set of credentials.

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Note:

Contacts must be associated with a property assigned to the selected branch to receive an invitation. If a contact cannot be invited due to branch restrictions, Aspire displays an error message: “The invitation email won't be sent to the following contacts as they can’t be invited to this branch.”