Portal Customisation
Permission: Administrator
Portal customization is a large topic - we suggest you do it step by step :
Customizing Look and Feel
Customizing Widgets
Customizing Transactions tools
Go to my Account
Go to Company
Go to Settings
You can upload the following images
Image
Favicon
Logo
Background Image
Spinning Logo
Email Logo
And set up the following website footers and email footers
Disclaimer
Company Global Email Disclaimer
Footer
Terms of Service
Privacy Policy
Go to my account
Go to company
Go to Apps and Portal
You will find three types of widgets: InvestGlass default widgets, your company widgets, and widgets shared with your company.
Widgets can be duplicated, deleted, and, of course, created. To create a new widget click on action and select the widget type.
RSS Widget - perfect to share a news feed
Link Widget - gather fix links or direct document links
Iframe Widget - share an external web app into InvestGlass
Go to my account
Go to company
Go to Settings and Design
From this page, you can change the login style as well as the logout direction. This is very useful if you wish to bring your employees or your customers to specific page. Make sure that you are using in HTTPS as well in the link.
Portal customization is a large topic - we suggest you do it step by step :
Customizing Look and Feel
Customizing Widgets
Customizing Transactions tools
Customize Look and Feel
Go to my Account
Go to Company
Go to Settings
You can upload the following images
Image
Favicon
Logo
Background Image
Spinning Logo
Email Logo
And set up the following website footers and email footers
Disclaimer
Company Global Email Disclaimer
Footer
Terms of Service
Privacy Policy
Customizing Widgets
Go to my account
Go to company
Go to Apps and Portal
You will find three types of widgets: InvestGlass default widgets, your company widgets, and widgets shared with your company.
Widgets can be duplicated, deleted, and, of course, created. To create a new widget click on action and select the widget type.
RSS Widget - perfect to share a news feed
Link Widget - gather fix links or direct document links
Iframe Widget - share an external web app into InvestGlass
Customizing login and logout
Go to my account
Go to company
Go to Settings and Design
From this page, you can change the login style as well as the logout direction. This is very useful if you wish to bring your employees or your customers to specific page. Make sure that you are using in HTTPS as well in the link.
Updated on: 28/01/2023