Configure general portal settings

Set the portal status, URL name, language, notifications, and core identity.

The General section controls the basic setup of your portal.

This includes the portal name, URL name, language, and notification email.

1

Open the portal

Open an existing portal or create a new one.

2

Open General

Select General in the left menu.

3

Set the basic fields

Configure Portal enabled, URL name, and Portal name.

4

Set notifications and locale

Choose the notification email, language, and date format.

5

Save the settings

Click Save.

Field tips

• use a short URL name without spaces
• use a portal name customers recognize
• leave the notification email empty only if no notification is needed

Frequently asked questions

Can I change the URL name later?

Yes.

That also changes the portal URL.

What happens if I disable the portal?

Customers can no longer use it until you enable it again.

Can I use a different language per portal?

Yes.

You choose the language in the portal settings.

Related topics

• Customer Portal
• Create a Customer Portal
• OutSmart packages