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Portal

Setup Integrations Portal

The Portal 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, and each domain can have different permissions, currencies, default, etc.

Portal Setup

Step 1: Set up CNAME record

  1. Access your domain 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 asked, we recommend setting TTL at 300 (seconds), which is 5 minutes.
  7. Once the domain has been configured with your provider you can add it on ConnexCS.

Note

Your Customer Portal must be exposed via a CNAME which you setup. This won't work with A records or pointing directly.

Step 2: Add Domain to Portal

  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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Configuration Options

Click each tab to view configuration details

  • Domain - The URL your customers use to access their portal.
  • Brand Name - The brand which will be displayed on the portal to your customers.
  • Customer Signup - Allow customers to sign up independently.
  • Carrier Signup - Allow carriers to sign up independently.
  • Template Customer - Select a pre-configured template customer on your account with preset with default values which will be set when a customer creates their account independently via the portal (See "Template Customer example" below). Available values for this template are:
    • Customer [Fields in the customer itself, such as debit limit]
    • Routes
    • Payments
    • Alerts
    • Packages
    • Contracts
  • Currencies - Choose what currencies are available for your customers to choose when they signup.

Select which sections/features are displayed to your customers (see "Override Options" below).

Select which columns will display in the Report Breakout Report.

Select which columns will display in the Management Customer [Choose Customer] CDR Report.

  • Javascript - Custom Javascript may be added either in the form of raw Javascript Ex:
    alert('Hello World');

Or in reference to an external Javascript File. Ex:

    <script src="https://www.mydomain.com/custom.js"></script>
  • CSS Add custom CSS to modify the how various elements are displayed. Ex:
h1 {
  display: block;
  font-size: 2em;
}
  • Upload Logo - Upload your logo in jpg, png or gif format (max 350px wide) to Management File Public. A list of available files will now appear in the "Upload Logo" Box.
  • Footer - Enter text to display at the bottom of the page, for example Copyright My Company

Template Customer example

You want to give all of your customers $5.00 credit. Create an account from: Management Customer. Under Payments for that account, add $5.00. When a new customer creates an account from the Customer Portal, they will see a payment created for $5.00 at the same the time account was created.

Override Options

To override these options for specific customers, go to Management Customer [Choose Customer] Edit Config Portal Access. Select items from the "Show" heading to force the feature to be displayed, or from the Hide options to stop it from being shown.

User Access

To configure Users to access the Customer Portal, follow the steps to Add Contact. Any Contact configured on the account will be able to login to the Customer Portal.