Portal Options

Portal settings control the branding, access, and URL configuration of the ConcordLink customer-facing portal. Most settings are editable by administrators directly in the portal settings page. Other branding changes are configured at the client level by a Concord administrator.

Figure Portal Settings page for the customer-facing portal.

Changing brand colors or theme

1. Navigate to Portal Settings and scroll to the Theme section.
2. Select Edit.
3. Go to the primary color box in the table, select a new color, and save.

Updating the company logo

1. Navigate to Portal Settings and scroll to the Logo section.
2. Select Edit, upload the new logo image file, and save.

Changing the portal URL

1. Navigate to Portal Settings and scroll to the Customer Portal URL field.
2. Select the edit icon, enter the new URL, and save.
3. Test the new URL to confirm it is publicly accessible.

Disabling portal access

1. Navigate to Portal Settings and scroll to the Enable Login toggle.
2. Select Edit, set the toggle to False, and save.
3. Verify the customer can no longer access the portal.

Disabling customer self-registration

1. Navigate to Portal Settings and scroll to the Enable Registration section.
2. Select Edit, set the toggle to False, and save.
3. Verify new customers can no longer self-register.

Troubleshooting

Portal is not loading

1. Confirm the customer portal URL is correct and publicly accessible.
2. Verify the HTTPS certificate is valid and has not expired.
3. Check that Enable Login is set to True in portal settings.
4. Check firewall or security settings to ensure the URL is not blocked.

Branding changes are not displaying

1. Clear the browser cache and refresh the page.
2. Verify the color values and image file path are correct.
3. Check that the color contrast meets accessibility standards.
4. Confirm the changes were saved successfully in portal settings.

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