Table of Contents

Web Portal Registration List

Purpose

The Web portal Registration page allows you to manage the registration and presentation settings of all registered environments within the 3PL Web Portal. This page is designed to help you configure company details, branding, and onboarding information that will be visible to users in the portal.

How to Use

Accessing the Page

  • Choose the Lightbulb that opens the Tell Me feature. icon that opens the Tell Me feature, enter Web Portal Registration List, and then choose the related link.
  • You will see a list of environments.
  • Click on a company.

General Information

  • Environment ID: Identifies the environment in which your company operates.
  • Registration ID: Unique identifier for your company registration.
  • BC Company ID / Name: Business Central company details.
  • Company E-Mail: This email address will receive a BCC copy of all registration emails.

Presentation Settings

Customize how your company appears in the portal:

  • Display Name: The name shown in the company selection menu.
  • Primary Color / Foreground Color: Set the main color and text color for primary actions (e.g., buttons).
  • Surface Color / Foreground Color: Set colors for secondary elements (e.g., charts, form elements).
  • Navigation Color / Foreground Color: Set colors for the navigation bar.
  • List Logo: Upload a logo for the company selection menu (transparent background recommended).
  • Top Bar Logo: Upload a logo for the top bar (transparent background recommended).

Note: When you change a color or upload a logo, your settings are saved automatically.

Onboarding Text

The Onboarding Text section allows you to provide custom onboarding information for new users.

What Can You Do With This Page?

  • Configure Company Branding: Set colors and logos to match your company’s identity.
  • Manage Company Details: Update contact information and display names.
  • Provide Onboarding Information: Help new users get started with custom onboarding text.
  • Preview Changes Instantly: See how your company will appear in the portal as you make changes.

Best Practices

  • Use transparent logos for best visual results.
  • Choose colors that provide good contrast for readability.
  • Keep your company information up to date for the best communication.

Click for more information about the Web Portal Environment Registration List

For further assistance, contact your system administrator.

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