📄️ Configuring the Fenergo Portal
This Fenergo Portal Configuration Guide focusses on how to configure a Portal Tenant to work alongside its Fenergo tenant.
📄️ Configuring the Fenergo Portal Outreach Functionality
Portal Outreach Journey Configuration
📄️ Trader Request
The Trader Request serves as a dedicated channel for Sales users to interact with Fenergo, enabling them to initiate new requests such as Client Onboardings or New Product setups. This portal offers a streamlined, user-friendly interface that enhances communication between the Trader Request team and the rest of the organization. It centralizes the request process and ensures that Sales users can easily track the progress of their submissions.
📄️ Configuring Custom CSS Styling in the Portal
The Custom CSS capability in the Fenergo Portal empowers configurators with the ability to apply tailored styling directly into the portal UI, without requiring code deployment or backend changes. This feature enables highly flexible branding and accessibility enhancements across both Standard Mode and High Contrast Mode.
📄️ Configuring Portal Dashboards
With the correct permission users can create dashboards to be shown in the portal, a configured dashboard can be specified per role. By default, all users will see the Portal Default Dashboard.
📄️ Configuring User Guidance in the Portal
This guide explains how to configure User Guidance across different areas of the Portal.
📄️ Portal Brand Configuration
The Portal Configuration section provides guidance on how to customise and manage the look and feel of the Fenergo Portal.
📄️ LE Configuration
LE Page