Creating a new introducer profile

Owned by Roly Birkwood
Last updated: Sept 27, 2021
2 min read

Introduction

A CRM users with the Can customise portal permission enabled has the ability to log-in to an Administration area of the portal. From this area they are able to create and edit existing ‘Profiles’, by changing the name and uploading a header logo image, which will then be shown to those introducers located in the participant area of the address book.

Additionally, they are also able to delete existing profiles, with the exception of the ‘default’ profile, as this acts as the profile template for the customer port profile and the basis of any new one.

The ‘Administration’ log-in page is located at: https://SERVERNAME.ekeeperonline.co.uk/admin/login

Please replace SERVERNAME with your unique server name description used on your CRM PORTAL link.

Log into the portal admin area

The enabled CRM user must use their CRM credentials to log-in.

NOTE

If five failed attempts to login occur within a 10 minute period, they will be required to wait two minutes before re-trying. If ten failed attempts occur within a 10 minute period, the user will be locked out.

To ‘un-lock’ a locked out user, please contact the service desk.

Portal admin home page

Once logged-in a splash screen is shown with menu items for the different administrative facilities.

Currently the only available menu item is ‘Profiles’.


Here you will see a list of the current available profiles:

Create a new profile

Click on CREATE PROFILE.

Enter the name you wish to call your new profile; next click CHOOSE FILE to upload an header image to be used with this new profile.

NOTE

Ideally the maximum height for your image should be 150 pixels.

INFORAMTION

If you would like to make changes to the default profile, the following options are available by raising a ‘Change Request’ service desk ticket:

  • Hide Rows

  • Hide Sections

  • Hide Pages

  • Include commission total on home page

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