Company Admins can configure various settings so that the Heropa platform is customised and fit for purpose.
In this article
Company branding
The entire platform can be customised by setting logos and custom colours for fonts, buttons, and backgrounds. Colours can be set in Administration > Company details > Branding.
Customising emails and links
Emails sent from the platform can be customised.
- In Administration > Company details > Configuration, you can select a word to replace the word 'Heropa' in all emails.
- In Administration > Company details > Branding, you can add an image to be displayed in the header of all emails.
Custom URLs to link to web pages containing your own Terms of Service, Privacy Policy and Support Centre can also be added.
Configuring User settings
Several settings can be configured at a company level so that all users in the company have the same experience. These are:
| Setting | If on |
| Allow user registration | Allows users can create their own account |
| Require invite code | Sends an invite code to new users, which is required to access the platform |
| Show two-factor authentication for new users | Requires new users to setup 2FA when creating their account, and to access their account |
| Use email as username | Requires Username format to be an email address, other usernames not accepted |
| Require T&Cs acceptance | Requires users to accept Terms & Conditions on account creation, and stores the acceptance date on their User profile. |
Creating Company types
Custom Company types can be created which allow companies added to the platform to be categories. This can be useful for future categorisation and filtering of companies in lists and reports. For example:
Adding portal quick links
Admins can configure their company portal to display buttons on the top navigation panel of the portal. These can be used to add quick links to other sites such as a knowledge base or support website.
In Administration > Company details > Configuration tab:
The Top Navigation Buttons section allows for up to 4 URLs to be added to the portal top navigation.
Once created, the quick link button will be displayed on the top navigation panel of the portal for both admins and end users, as shown below:
Comments
0 comments
Article is closed for comments.