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Users must log in to the system to access the Configuration/Customization/Upload Page feature. Once logged in, users can navigate to the Configuration/Customization feature by clicking the "Upload Page" option in the main navigation menu. This feature is managed by permissions and the user must be associated with a group that allows the user to access this option. To get more information about groups and how to associate them with a role type that has this permission, click here.

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\uD83D\uDCD8 Instructions

Customer Name

Enables the ability to enter the customer’s name. As this is a customizable field, it can be used to describe something according to the customer's need.

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Click on Save Button in the bottom right corner of the page.

Disable Upload Page

To disable the upload page for a specific customer account in your portal, follow these steps:

  1. Login to Your Portal: Access your customer portal using your credentials.

  2. Navigate to Configuration:

    • Once logged in, locate the Configuration section from the main menu.

  3. Select Customization:

    • In the Configuration menu, click on Customization to access the customization options.

  4. Access Upload Page Settings:

    • From the dropdown menu, select the Upload Page option. This will take you to the upload page customization settings.

  5. Disable the Upload Page:

    • You will see a toggle switch labeled Disable Upload Page.

      image-20241008-181840.pngImage Added
    • To disable the upload page for the logged-in customer account, switch the toggle to Enabled. This action will prevent the customer from accessing the upload page.

    • Conversely, to enable the upload page, switch the toggle to Disabled. This will allow access to the upload page for the customer account.

  6. Save Changes:

    • Ensure to save your changes to apply the new settings.

Important Notes:

  • Disabling the upload page means that the logged-in customer will not be able to upload files or documents through their account.

  • You can always return to this setting to re-enable the upload page when necessary.