Portal Management: General Settings

Modified on Mon, 12 Feb 2024 at 09:47 AM

This article is about the General Settings section in the Portal Management module. Admins with the portals management role can access and edit this page.  

Navigate to the General Settings page by going to the "Settings" section and entering the Portal Management module. Choose the portal you want to view or modify and you will automatically be  delivered to the general settings page.



On this page you can:

  1. Assign the portal anything you want to call it, we refer to this as a "friendly name." Assigning friendly names to portals can be especially helpful when there are multiple portals to manage.

  2. Select the default country for the portal (this is the default country set for the members in the portal). *

  3. Select the default time zone for the portal (this is the default time zone set for the members in the portal). *

  4. Select the default language for the portal (the language presented to portal members throughout the system). You can see a list of all language options here. * 

*Can be changed for the members (by customer support admins) on an individual basis in the member profile. The member can also change these settings in their own account. 

Beneath the portal setting-options above, there are options for portal activation status and portal deletion:

  1. Activate or deactivate the portal by clicking on the toggle. Note that deactivating a portal disables it and prevents users from being able to log into the Engagement Rx system--this action requires reaffirmation of intent with a warning box that allows you to delete members of the portal. Deleting members permanently erases all current personally identifiable information (PII) connected to their accounts meaning that members will no longer be individually identifiable. General data related to previous member interaction and activity will still be viewable in reports.

  2. Deleting the portal strips all member data of PII and removes the portal from all admin permission lists. 

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