Only Organizational Administrator(s) can edit the Organization Info to customize the Portal.
- Login to the VTConnect Portal with the credentials established for your account.
- Click on the Organization top menu item.
- Edit Orginization Info by adding information in the areas of Optional Info, Time Limits, and Portal Theming.
Support Info: Enter custom helpdesk/support instructions.
Organization URL: Enter your website address to easily link users back to your website from the Portal.
Payment URL: Enter a payment URL to direct clients to your organization's payment website.
Payment Integration: Copy and paste HTML code to direct clients to your payment processor. [Contact your payment processor directly to ask how to create the HTML code needed to display their link and/or button]
For more detailed payment integration information visit our FAQ How do I integrate payment processing into the VTConnect portal?
FORMS AND DOCUMENTS:
Click the link, "View and manage client forms and documents". This will take you to the page where you can upload Required e-Signature documents and Available for Download documents for your clients.
For more detailed forms and documents information, visit our FAQ View and Manage Client Forms and Documents.
Password Expiration (days): Enter the number of days a password can exist before expiring and needing to be changed. Leaving this value blank means user passwords will never expire.
Inactivity Logoff (min): The number of minutes before a user will be automatically logged off the portal due to inactivity. Leaving this value blank means no automatic log off will occur.
Logo URL: Enter a URL for your organization's logo to customize the portal landing page and replace the VTC default logo. For best results, it is recommended the logo is a minimum of 50px x 50px and a maximum of 100px x 100 px. At this time, we do not offer the option to upload a logo to the portal, you must have the logo published as a URL to customize your landing page.
Title: Enter any text you would like to replace the default "VTConnect Portal" title. This field can also be left blank.
Subtitle: Enter any text you would like to replace the default text displayed below the Title. This field can also be left blank.
Primary Color: The color entered here will display as the header bar color and main headers throughout the site. Enter the color's HEX value or click on the Color Palette to the right of the field.
Secondary Color: The color entered here will display as the font color for headers and links throughout the site. Enter the color's HEX value or click on the Color Palette to the right of the field.
Font Color: The color entered here will display as the font color for headers and links throughout the site. Enter the color's HEX value or click on the Color Palette to the right of the field.
NOTE: There are several free online tools to convert a CMYK or RGB color to a HEX value and one option to make the conversion can be found at Easy Calculation.
Be sure to click the SAVE button when finished editing!