How do I configure the Install login page?
Introduction:
The login portal is more than just an entry point – it's the first impression users have of your digital platform. As a Super Admin, you hold the key to crafting a seamless and personalized experience. This expert guide is designed specifically for Super Admins, providing a detailed roadmap to configuring the install login page and portal settings, and unlocking a tailored experience that sets the tone for user engagement.
Accessing Login Portal Setup:
Begin by accessing the login portal setup interface as a Super Admin user. Please visit the URL - installurl/#setup/customize/login/portal. This interface allows customization of the login page layout, including style selection, logo placement, and background imagery.
Choosing Layout Style:
Within the login portal setup, Super Admins have the option to choose between two layout styles: Style 1 (Left-Aligned) and Style 2(Center-Aligned). Style 1 features a left-aligned login and password section, while Style 2 centralizes all options. Select the preferred style and save the layout to apply changes.
Customizing Logo and Background:
Customize the login portal by uploading a logo of your choice. Super Admins can select from previously uploaded images or upload a new logo. Similarly, the background image can be changed to enhance the visual appeal of the login page.
Adding Heading and Subheading:
Enhance the login page further by adding a heading and subheading and selecting button colors. Super Admins can enter a subheading of up to 25 characters and customize its color, along with button colors for visual consistency.
Updating Form Border and Button Color:
You can update the form border and button colors of the login box.
Partner Registration Options:
Configure partner registration options to control the visibility of the registration button on the login page. Choose from three options: None, Inbuilt Registration Process, or External URL. Customize the registration process according to organizational requirements.
Feature Update
A new feature allows admin users to receive email notifications for partner registration activities. This is managed by adding the admin email addresses under the Admin Users tab within the partner registration settings.
Steps to Configure Partner Registration with Admin Notifications
1. Access Partner Registration Settings:
Navigate to the Partner Registration section in your CRM setup.
Select Add Partner Registration to manage registration options.
2. Configure Registration Options:
None: Disables partner registration.
Inbuilt Registration Process:
Choose this option to use the platform's default registration process.
Click on the Registration Info or Admin Users tab to configure further details.
External Registration Link:
Use an external link for partner registrations if needed.
3. Add Admin Users for Notifications:
Click on the Admin Users tab within the Inbuilt Registration Process option.
Enter the email addresses of the admin users who should receive notifications.
Example: nishta2929@yahoo.com, dheerajsobti12@yahoo.com
Save the changes.
Once configured, the specified admin users will receive notifications directly in their email inbox whenever a partner registration occurs.
Conclusion: The ability to add admin users for partner registration notifications enhances collaboration and ensures timely updates on partner activities. By leveraging this feature, organizations can streamline their partner registration processes and improve team responsiveness.
Shoutout Message:
Provide a personalized message, known as a shoutout, to users on the login page. Super Admins can enter a message to be displayed, offering information or instructions to users accessing the platform.
Footer:
You can add the footer text on the login page.
Saving Login Portal Settings:
After making desired changes to the login portal setup, ensure to save the settings to apply modifications effectively. Verify changes by refreshing the page and reviewing the updated login portal layout.
Conclusion:
Super Admins can efficiently configure and install login page and portal settings, facilitating a seamless and tailored user experience within the digital platform. Effective customization enhances user engagement and fosters a positive interaction environment.
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