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Customer Portal Setup

Setup Integrations Portal

The Portal screen lets you add a domains and sub domain to the control panel, which the customer can access through the customer portal. You can provide multiple domains for your customers through different brands, each domain can have different permissions, currencies, default, etc.

Note

Your customer portal will be exposed via a CNAME which you setup. This wont work with A records, or pointing directly

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Setting up CNAME record

  1. Sign in to your domain's account at your domain host.
  2. Locate the page for updating your domain's DNS records. The page might be called something like DNS Management, Name Server Management, or Advanced Settings.
  3. Locate the CNAME records for your domain.
  4. Add a new domain record, (such as portal.yourdomain.com, where yourdomain.com is the domain that you own.
  5. Point it towards portal.connexcs.com.
  6. If you get asked for a TTL, we recommend setting this at 300 (seconds) - 5 minutes
  7. Once the domain has been configired with your provider you can add it on ConnexCS.

Add Domain in ConnexCS

  1. Click the + button under Portal.
  2. Enter the details in their respective fields of the ensuing window.
  3. Click the Save button. A certificate will be issued for the domain soon afterwards

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Config Options

Basic

  • Domain - The FQDN which you will send your customers to.
  • Brand Name - The brand which will be displayed on the portal to your customers.
  • Customer Signup - Allow customers to self sign up.
  • Carrier Signup - Allow customers to self sign up.
  • Currencies - Choose what currencies are available for your customers to choose when they signup.

Template Customer

A template customer is a customer which you configure in your account to hold the default values for any self created customers.

Example

You may wish to give all of your customers $5.00 credit. You can create an account from: Management Customer. Go to Payments and add $5.00 payment to the account. When a new customer created an account from the customer portal, they will see a payment created for $5.00 at the same the time account was created

Available Options
  • Customer [Fields in the customer itself, such as debit limit]
  • Routes
  • Payments
  • Alerts
  • Packages
  • Contracts

User Access

Choose which sections/features you wish to be displayed to your customers.

Override Options

You can override specific customers on this area by going to: Management Customer [Choose Customer] Edit Config Portal Access You can choose anything from the "Show" heading to force the feature to be displated, or hide to stop it from being shown.

Breakout

Choose which columns you wish to be displayed in the breakout report.

CDR

Choose which columns you wish to be displayed in the CDR.

Advanced

Javascript

Custom Javascript may be added either in the form of raw javascript e.g:

    alert('Hello World');

Or in refernce to an external Javascript File

    <script src="https://www.mydomain.com/custom.js"></script>

CSS

You can add custom CSS to modify the how various elements are displayed, for example

h1 {
  display: block;
  font-size: 2em;
}

First you must upload your logo in jpg, png or gif format to Management File public. Your logo width should be no more than 350px wide. A list of available files will now appear in the "Upload Logo" Box.

You may enter a text message to be displayed at the bottom of the page, for example Copyright My Company