Apply Portal Profiles

Portal profiles allow you to customize FintechOS Portal instances by changing the company logo, backgrounds, favicon, system parameters, menus, dashboards, and so on. Using portal profiles you can offer a tailor-made experience to different types of users. For example, a customer-facing portal that can be used for exposing products and services will look and behave differently from an internal one used by employees.

To create your profile portal, navigate to the Main Menu > Digital Experience > Digital Frontends > Portal Profile and follow the instructions from the Portal Profiles page.

You can add interactive ways to enhance the user experience through widgets and dashboards in your portal instance to fit your business needs.

When defining your portal profile, you can have one of your dashboards or widgets always be visible at the bottom of the screen by applying a Sticky Footer. To do so, select this option in the Use Dashboard as Sticky Footer drop-down.

Configure the Portal Branding

You can configure your portal profile instance based on your business's needs by setting the company logo image or background image. Additionally, you can set different favicons variations for your Digital Experience Portal depending on the icon's resolution and type of device.

The below system parameters help you to configure your profile branding by setting a document title or the right footer text.

Use the sys-document-title to display a custom text as the webpage title. Its value must be set as a JSON object with a property for each supported language.

For example:

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{'en-GB':'Custom Document Tile', 'ro-RO':'Document Title personalizat'}
 
NOTE  
If the value is empty the default text displays: "FintechOS", "DigitalOS", or "DCX360".

Use the sys-right-footer-text to set the text to be displayed in the right footer. Its value must be set as a JSON object with a property for each supported language.

For example:

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{'en-GB':'Custom text', 'ro-RO':'Text personalizat'}
 
NOTE  
If the value is empty the default text displays: "ADVANCED DIGITAL LAUNCHPAD".

Customize the Portal Home Page

You can use custom flows to create a custom home page with your own UI and business workflow process.

To define a portal instance with a custom flow as home page, add the following keys in the Configuration Manager.

Key Path Key Name Value
kv/<environment>/<FintechOS Portal instance>/app-settings CustomHomePageActionName The action name used to manage the custom page for the application.
kv/<environment>/<FintechOS Portal instance>/app-settings

CustomHomePageIgnore

 If true, the action with this name is called when the home page of the application is loaded.