ECP Portal Settings

Summary

ECP Portal Settings allow you to fully customize the look and feel of ECP. This article describes the settings available.

To access Portal Settings you must be logged in as an account with proper credentials (administrator), customers will not see the Site Admin drop-down menu

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General Config

The General Config section allows you to customize the portal name, select an included theme (or another free downloaded theme), define how users login to ECP and more. As shown above you can find General Configuration under Portal Settings (click Site Admin / Portal Settings)

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Granting Portal Access to Account Contacts

The ECP allows you to permit contacts on an EngageIP account to login as users. In order to provide unique login credentials per contact you will need to first create and then add two Contact Point Types (a login and a password) per Contact Type. Instructions are provided below.

Contact Point Type Configuration:

1. In the EngageIP AdminPortal load the Setup page

2. Under the Accounts and Roles heading click on Contact Types

3. Click on the name of an existing contact type that you wish to be able to grant portal access to (for example 'Administrative Contact')

4. Under the Contact Point Types heading click the Add button

5. Under Name enter Portal Login and set the Data Type as Text

6. If you wish the Contact Point to be required and/or the field to appear when adding a new account you may check those options

7. Click Save/New

8. Under Name enter Portal Password and set the Data Type as Password

9. Set the 'Required' and 'Show To Add Account' settings to be in sync with the 'Portal Login' Contact Point Type that you just added

10. Click Save

11. Repeat the Process of setting up the Portal Login and Portal Password Contact Point Types for any other Contact Types that you wish to allow ECP portal access to

Enforcing Unique Portal Logins

EngageIP 8.5.21.0 and above support enforcement of Unique data for Contact Point Types. To Configure EngageIP to enforce unique ECP Portal Logins see the Managing Contacts on Accounts article.

Enabling User Access to ECP:

1. In ECP under Site Admin / General Config select Yes for Enable 'PortalContact' Logins

2. In the EngageIP AdminPortal load the account that contains the contacts that you wish to grant ECP access to

3. Load the Contacts page and click on the link in the Contact Type column in relation to the contact you wish to setup ECP credentials for

4. On the edit Contact page that loads click the Add button under the Contact Points heading

5. In the pop-up list click Portal Login

6. Enter a login (ECP username) and click Save

7. Repeat the process to add the Portal Password 

8. Once complete the Contact on the account will be able to login to the ECP with the login and password defined

Portal Text

The Portal Text section allows you to control what Welcome Message users will see.

Sample Message

The Welcome Message will accept html, so you can customize it to link to other sites or adjust it's presentation.

Login Page Sample Output

Terms of Use

The Terms of Use section allows you to enforce acceptance of terms of use for particular roles (e.g. customer roles).

Terms of Use Profile Question Configuration

1. The Profile Question must be added to each role in EngageIP which should have access to ECP

2. The Profile question must be setup with the option “Show on Customer Portal” checked in EngageIP

3. The ECP field  “Terms of Use Profile Question” (shown above) must contain the profile question name listed exactly as the profile question is named in EngageIP

Display Settings

The Display Setting section allows you to display a footer, favicon and debugging information.

Once customization is complete simply save your settings.