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Administration

Configure General Portal Settings

Manage customer-portal access, wording, and monitoring controls.

5 stepsAbout 4 minutesVerified 2026-07-22
Start guided walkthroughOpen workspace

Before you start

  • •Sign in to the Hub with access to this workspace.

You will finish with

  • •You can explain what Configure General Portal Settings is for and choose the correct next action.

Safety and data checks

  • • Portal changes are customer-facing and security-sensitive; never weaken identity or monitoring access checks.
Step-by-step procedure

Complete the task

  1. 1
    Navigate

    Open Configure General Portal Settings

    Use the Hub navigation to open Configure General Portal Settings. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.

    Expected result

    Configure General Portal Settings is open and its page heading is visible.

  2. 2
    Review

    Understand what belongs here

    The Customer Portal General section controls shared portal access and behaviour outside its specialist Payments, Contact intake, and Attachments sections. Use this distinction to avoid creating the same work in a neighbouring workspace.

  3. 3
    Verify

    Read the current state first

    Distinguish general access, monitoring, document, PIN, payment, contact-intake, and attachment settings before changing anything. Read the customer, owner, date, and status before opening or changing a record.

  4. 4
    Review

    Choose the correct action

    Change the exact portal option, then verify with a safe non-customer or view-as session. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.

  5. 5
    Verify

    Confirm the safe stopping point

    Portal changes are customer-facing and security-sensitive; never weaken identity or monitoring access checks. This orientation ends before any irreversible or customer-facing submission.

    Portal changes are customer-facing and security-sensitive; never weaken identity or monitoring access checks.
    Expected result

    You know what must be verified before the final action.

If something does not look right

The page or action is not visible.

Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.