Configuring the Customer Portal
This page details how administrators can configure the customer portal. The customer portal can be configured to meet your customer's requirements, there are various options you can toggle and configure to change their experience. You can even assign different customers to different portals different clients can have their own set of configuration.
To begin configuring the customer portal use the menu on the left hand side of the control panel and navigate to ‘Configuration > Portals'.
Branding the Customer Portal
Creating and publishing drafts
The system allows you to create drafts of customer portal configurations and branding. Once you are happy that the portal has been setup as you require you can then publish the changes. Or you can simply work off the configuration set that is currently applied to the portal.
Details Tab
The details tab contains various options you can toggle to change the customer portal experience. The section below details all of the various options and how they work
Hide attachments on the shopping basket - With this option enabled all attachments added to the project will not be shown to the customer when they view their shopping basket
Hide attachments on Rate Card - With this option enabled any attachments that. have been added to a rate card will not be visible to customers
Hide delivery date on the shopping basket - With this option enabled the customer user wont be able to choose a delivery date when processing their order
Allow multiple addresses on orders - With this option enabled the customer can add multiple delivery address to their order
Show back orders - With this option enabled the customer will be able to see how many backorders are assigned to an item
Show Latest News Menu in the portal - This option adds the latest news tab to the menu on the portal
Show My Details page on first login - With this option enabled when the customer user first logs in they will be presented with the ‘My Details’ page which will allow them to verify their details are correct and amend if necessary
Show product notes - With this option enabled any notes that have been added to a catalogue item will be visible to the user
Show PDF links - This option will show customers links to any PDFs that have been attached to items
Show product code - With this option enabled the product code will be visible to the customer
Show current stock level - With this option enabled the current stock level of any item will be visible to the customer
Show unit prices on the shopping basket - With this option enabled the unit price will be visible to the customer as well as the base price
Show signup link on login page - With this option enabled a link will be added to the login page which will allow other users to register to use the customer portal. Admins verify users who register
Content Tab
This is where the content (text and headings) and, in some cases, the layout / structure of different pages in the Claritum system can be configured.
For example, this screenshot shows the Project View page.
The Edit menu allows the Administrator to add, edit and delete text, add images and links, and view the code behind the page.
The content of the pages is presented in the templating code syntax used by the Claritum system. Any changes to this code will result in unplanned changes to the page formatting and might prevent the page working. Only Administrators who have been trained and understand how the code works should be permitted to modify Customer Catalogue content.
Images Tab
This is where the Service Provider can customise the Customer Catalogue by adding a banner image and login page background image.
Image | Size | Example | Description |
|---|---|---|---|
Banner Image | 900 x 94 pixels |
| Appears at the top of every page on the Customer Catalog (including the login page). |
Login Background | 423 x 254 pixels | Appears only on the login page. |
Styles Tab
This is where the Service Provider can customise the styling of a Customer Catalogue using CSS (Cascading Style Sheets).
The current CSS styles can be seen using your browser's developer tools console.
CSS style rules set here will override the Customer Catalogue's default styles. This type of customisation should be used with extreme caution and only by someone with an excellent working knowledge of HTML, CSS and LESS.
Customers Tab
By using the customers tab you can assign different sets of customers to different sets of portals with their own branding and configuration
Adding a customer
Simply click the ‘add customer’ button
Search for a customer by typing in the customer field, customers will be suggested as you type
Click the blue ‘add’ button
To remove a customer simply click the bin icon
When you have configured the Customer Catalogue, click the Save button to preserve the new settings.
When you want the Catalogue to be selectable by Administrators, click the Publish button