Portal Branding
General
This section lets you customize several general Enterprise or Service Portal webpage elements. The goal is to put your brand (or your Reseller's brand(s)) in front of business customers—not ConnecttoTeams'.
Inputs:
- Header Text: Label the provisioning portal.
- Header Logo: Choose your own company logo. Ensure it is in PNG format and 64 by 64 pixels.
- Footer Text: Label the footer text at the bottom of each provisioning portal page.
These fields feed over, as shown below.
Results:
Portal
The settings on this tab control what the Enterprise or Reseller will see when they arrive at the provisioning portal login page. All options on the left will affect the view for the reseller (if you are a Master Reseller), and all options on the right will affect the view for enterprises (business customers).
Inputs
- Portal Subdomain (fields 1 and 4): The URL you provide to your business customers to login will contain the contents of this field plus connecttoteams.com - for instance if you type in AcmePBX you can point your business customers to http://acmepbx.connecttoteams.com to arrive at the sign in page.
NOTE: Customizing your subdomains is mandatory to ensure consistency throughout your customers' experience. The URL determines branding starting at the log-in screen.
NOTE: Please ensure these two subdomains are different from each other so the URLs will be distinct.
NOTE: These new domains become active in approximately 15 minutes. If any issues arise, please set the default values to “service” (for the service portal) and “enterprise” (for the enterprise portal) and contact support to troubleshoot custom links.
- Portal Welcome Text (fields 2 and 5): This is the header text of the main login page, as seen below.
- Portal Description Text (fields 3 and 6): This is the body text of the main login page. This field uses standard HTML markup. If the text ever needs to be set back to the default, the HTML can be found here.
Results:
As seen by the Reseller:
As seen by the enterprises:
During the provisioning process, several emails are sent to the enterprise's Microsoft Global Admin. If you set up the SMTP relay these emails will originate from the email address you choose. You will need to accurately complete the information below with your SMTP relay service provider and confirm settings in ConnecttoTeams.
SMTP Email
Several emails are sent to the enterprise's Microsoft Global Admin during the provisioning process. If you set up the SMTP relay, these emails will originate from the email address you choose. You must accurately complete the information below with your SMTP relay service provider and confirm settings in ConnecttoTeams.
- SMTP Host: Enter the custom SMTP host to replace the default ConnecttoTeams host.
- SMTP Port: If the port number is anything other than 587, enter it here.
- SMTP From Email Address: Enter the address you want emails to appear from.
- SMTP From Email Username: Enter the name you want to be given to the email address used.
- SMTP uses Auth?: Check this box if your SMTP server requires authentication.
- SMTP enabled TLS?: Check this box if your server enables TLS for authentication.
- SMTP Authentication Username: Enter the SMTP authentication user name.
- SMTP Authentication Password: Enter the SMTP authentication password.