Overview
The Portal Settings section within Administration serves as the central control panel for the entire UPM platform's operational behavior. These settings are global, meaning a change here affects all partners and all modules across the portal. Administrators use this area to enable or disable core functionalities, integrate with third-party services like e-signature platforms, and define system-wide parameters that govern how partners interact with the portal and its features.
Managing these settings is crucial for tailoring the platform to specific program requirements and ensuring seamless operation. For instance, enabling DocuSign here allows partners to electronically sign agreements directly within the portal, streamlining the onboarding process. Careful consideration is needed when modifying these settings, as they can have broad impacts on partner experience and system functionality.
Key Features
- View Portal Settings
- Search & Filter Settings
- Edit Setting Values
- Global Configuration Management
Viewing the List of Portal Settings
Click the DocuSign Enabled? link to view the details of this portal setting.
Viewing Specific Portal Setting Details
This screen displays the details of a specific portal setting within the Administration module. Portal settings are global configurations that control various aspects of the partner portal's functionality and appearance. Administrators use this view to review the current configuration of individual settings, such as whether specific integrations or features are enabled. The details presented here reflect the current state of the setting, which can impact how partners interact with the platform and what capabilities are available to them. This screen acts as a read-only display for individual settings, providing transparency into the platform's configuration.
Review the details of the selected portal setting.
Buttons
| Button | Description |
|---|---|
| Edit | Click to modify the details of this portal setting. |
Portal Setting Details
| Field | Description |
|---|---|
| Name | The name of the portal setting, which identifies its function or purpose. |
| Value | The current configured value for this portal setting, indicating its status or configuration. |
| Is CMM Available? | Indicates whether the Channel Marketing Management (CMM) module is available. |
Frequently asked questions
- What is the purpose of viewing portal settings?
Administrators view portal settings to manage global configurations that control various functionalities and integrations within the partner portal. It acts as a centralized repository for configuring platform-wide behaviors.
- Who can manage portal settings?
UPM administrators use this feature to enable or disable core functionalities and integrate third-party services.
- What impact do changes to portal settings have?
These settings are global, meaning a change affects all partners and all modules across the portal. Careful consideration is needed, as modifications can broadly impact partner experience and system functionality.
- What kind of features can be controlled through portal settings?
Portal settings can be used to enable features like DocuSign, control system-level functionalities, and integrate with external services to streamline processes like onboarding.
- What information is displayed when viewing specific portal setting details?
The screen displays details such as the setting's name, its current configured value, and whether the Channel Marketing Management (CMM) module is available.