11. Customer Portal
The Customer Portal configuration page controls the branding, dashboard content and data made available through the Customer Portal. It also provides direct access to the related settings that determine what individual portal users can view or manage.
Instructions for external users are provided separately through the Customer Portal Help Center.
Branding
The Branding section defines the visual identity of the portal.
Brand Name: Organisation name displayed on the login page and in the portal header.
Logo URL: URL of the logo displayed in the portal.
Primary Color: Main interface colour used in light mode.
Primary Color Dark: Main interface colour used in dark mode.
Dashboard
The Dashboard section determines the Metabase dashboard displayed on the Customer Portal home page.
Metabase Dashboard: Published dashboard configured for embedding in the portal.
Metabase Site URL: URL of the Metabase instance hosting the selected dashboard.
The dashboard preview is displayed directly within the configuration page. Administrators can select a company and use Preview to review the dashboard in the context of that company.
Document Entity Exposure
The Exposed Entity Types field determines which business entities can expose their associated documents through the Customer Portal. Multiple entity types may be selected. If no entity types are selected, no entity-related documents are displayed.
Related Configuration
The Related Configuration section provides shortcuts to the settings that control portal content and user access:
Order Statuses: Determines which orders are visible based on their status.
Master Agreement Statuses: Determines which master agreements are visible based on their status.
Task Manager Statuses: Determines which tasks are visible based on their status.
Asset Timeseries Categories: Controls which asset time series are visible or editable.
Company Timeseries Categories: Controls which company time series are visible or editable.
Contacts: Manages the contacts that can access the Customer Portal.
Companies: Links contacts to their counterparty company and determines which company data they can access.
Select Save to apply the configuration. Any changes are immediately visible to portal users.
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