Configure web portal company registration and branding
The Web Portal Registration List allows you to manage company presentation settings, branding, and onboarding information for the 3PL Web Portal. Use this page to customize how your company appears to portal users and configure communication settings.
Prerequisites
Before you begin, ensure you have:
- Administrative access to the 3PL Web Portal
- Company branding assets (logos, color codes)
- Access to company email settings
Access the registration page
- Choose the
icon, enter Web Portal Registration List, and then choose the related link. - From the list of environments, select your company.
Company information fields
| Field | Description |
|---|---|
| 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 | Email address that receives BCC copies of all registration emails |
Configure company branding
Customize your company's appearance in the portal by setting up the presentation elements.
Set up company display name
- In the Display Name field, enter the name that appears in the company selection menu.
- The system saves changes automatically.
Configure color scheme
Set up your company's color scheme for different portal elements:
Primary Colors: Set the main color and text color for primary actions (such as buttons):
- Choose Primary Color for the background color
- Choose Foreground Color for the text color
Surface Colors: Set colors for secondary elements (such as charts and form elements):
- Choose Surface Color for the background color
- Choose Foreground Color for the text color
Navigation Colors: Set colors for the navigation bar:
- Choose Navigation Color for the background color
- Choose Foreground Color for the text color
Note
Changes to colors are saved automatically when you make selections.
Upload company logos
Add your company logos to enhance brand recognition:
List Logo: Upload a logo for the company selection menu
- Choose List Logo and select your image file
- Recommended: Use images with transparent backgrounds
Top Bar Logo: Upload a logo for the portal's top navigation bar
- Choose Top Bar Logo and select your image file
- Recommended: Use images with transparent backgrounds
Tip
Logos with transparent backgrounds provide the best visual results and adapt better to different color schemes.
Set up onboarding information
Help new users get started by providing custom onboarding information:
- In the Onboarding Text section, enter helpful information for new portal users.
- Include instructions, contact information, or other relevant details.
- The system saves changes automatically.
Best practices
Follow these recommendations for optimal results:
- Color contrast: Choose colors that provide good contrast for readability and accessibility
- Logo quality: Use high-resolution logos with transparent backgrounds
- Consistent branding: Ensure colors and logos align with your company's brand guidelines
- Regular updates: Keep company information current for effective communication
- User-friendly onboarding: Provide clear, concise onboarding information
Monitor changes
The portal provides real-time preview capabilities:
- Instant preview: See how your company appears in the portal as you make changes
- Automatic saving: All branding changes save automatically
- Immediate effect: Users see branding changes on their next portal access