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Portal Configuration

There are several configuration options available for the Payer Portal. Navigating to Collections > Portal > Configuration will present the user with different sections:

Verification Settings

The Verification Settings section is used to define various elements used when sending verification messages to Payers. Verification messages are recieved when the Payer has a Portal Account created, and contain a verification code that is used to access the site.

- **Email Address:** the verified email address that is the sender of the verification message.
- **Email Subject:** the subject of the verification email.
- **Email Message Body:** the body text of the verification email.

These settings are saved using the “Save” button.

Portal URL

This section is used to specify which web domains are allowed to host the Payer Portal. To add a new domain, click the “Add Url” button, and it will present a modal dialog in which a new URL can be added. Pressing the ‘OK’ button will save the new URL, whereas ‘Cancel’ will dismiss the dialog.

Clicking one of the rows of the URLs table will allow the URL to be edited.

Removing a URL can be done by clicking on the ‘Remove’ button on the row for the URL that requires removal.

API Access Key

By clicking the “Get” button linked to the empty text box, this will generate a new API key, which is automatically copied to the clipboard.

Manage Portal Stylesheet

Displays which stylesheet is currently in use as well as the date it was last updated.

Replacement CSS files can be uploaded through either dragging a css file onto the upload area, or clicking on the area, opening a file browser.

Uploading a stylesheet overwrites the previous version.