Articles on: Client & Employee Portal

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

Customize Look and Feel

Go to my Account
Go to Company
Go to Settings

You can upload the following images

Background Image
Spinning Logo
Email Logo

And set up the following website footers and email footers

Company Global Email Disclaimer
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