Conclusion of Customer Portal

Frequently Asked Questions (FAQs)

Q: What is the purpose of creating a branch in the Organization Applet? A: Creating a branch ensures that your organization’s structure is well-represented. It allows for branch-specific configurations such as location-based pricing or operations.

Q: Why is it necessary to activate a host name for the website? A: Activating a host name makes your website accessible to users via the internet. Without this, your portal will remain offline and inaccessible to customers.

Q: How do I ensure my portal design matches my branding? A: Use the Layout Management section to customize your portal. Add widgets like logos, navigation menus, and customize the color scheme to align with your organization’s brand identity.

Q: What should I do if I encounter issues during website setup? A: Reach out to the MIS Team for technical support. Ensure you provide all necessary details, such as Website Code and Tenant Code, for faster resolution.

Q: Can I edit the portal layout after it is published? A: Yes, the Layout Management section allows you to update or modify existing layouts, ensuring your portal remains up-to-date and aligned with operational needs.

By following this guide, you can create a Customer Portal that is not only functional but also reflects your organization’s branding. This user manual provides both the "how" and "why" behind each step to ensure clarity and effectiveness. If you encounter any challenges, consult your technical support team or refer to the FAQs section for assistance.