Settings

General

Customization Overview

The general settings page is where you can customize how your portal looks and feels. You can customize your branding colors and logos, set up the scrolling cards that your customer’s see in their portal, and add or edit basic information about your company that is used in various locations where ConnectBooster renders data into a viewable documents or emails. On this page you may:
  • update company Basic Information
  • modify the portal Branding
  • create promotional/Advertisement Cards.

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Basic Information

This section of the general settings page is used to set and edit basic information about your company. These fields are all used in the rendering of invoices from provided data, and are available as variables that can be used in email templates. Company Name
  • Should be set to the company name that your customers recognize you as.
Primary Contact
  • We recommend this is filled with a generic department, like “Accounting Department” or “Billing Department” unless there is a specific person who makes more sense.
Email
  • We recommend this is filled with a matching generic department email to the “Primary Contact” field above.
Company Website
  • Your company website goes here.
Phone
  • A local number where your customers can contact you.
Toll Free Phone
  • A toll-free number where your customers can contact you.
Address
  • An address where your company can receive mail if a customer were to mail you a check.

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Branding

Branding is where you set your customer portal branding. You can supply custom color choices and several logo choices to help your customers recognize your brand. Colors
  • You can set a primary and secondary color here. The inputs both accept a hex color value. We recommend colors that are well saturated and darker than #cccccc as white text and logos are placed in areas where these colors are used as a background. These colors may also be used in text on white backgrounds. When you enter a new color, the application checks to see if the color entered is valid, then it automatically saves your choice.
Colored Logo
  • This is the primary logo when the background is not colored.
White Logo
  • This logo doesn’t need to be white, but it is recommended. This logo is placed anywhere a logo is used with a colored background. The preview of this option is placed on your currently selected primary color.
Colored Icon / White Icon
  • These follow the above rules, except on specific smaller screen sizes. Both are completely optional as they will fallback to the like version of your full logo.

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Ad Cards

The Ad Cards section is used to create dynamic scrolling content for your customers. You may use this however you like, but we find it most effective as a way to offer support to your customers as well as highlight some services that your company offers that might be underutilized. Each slide will be shown in order for 6 seconds, then repeated. In order to help you organize your ad cards we allow you to drag and drop to reorder how they appear to your customers. Along with this, we place the Ad Title, or subtitle, as a title on the admin side setting. If there is no Ad Title or Ad Subtitle property we simply title the ad card as (Untitled). Ensure that after making changes you save.   Background Color
  • This sets the background color behind any image you choose.
Use Tenant Primary Color
  • This will automatically set the primary color to your primary branding color chosen in the Branding section.
Background Image URL
  • You can link to a url for your background image.
Upload Image
  • You can upload a background image. We will host the image and you can link to it.
Remove Image
  • This removes any links to a background image for this ad card.
Ad Title
  • This is a large title that is placed on your ad card. This is also the primary title for the card that you can see in the title bar on top.
Ad Subtitle
  • This is a smaller title that is placed on your ad card. If there is no Ad Title, this is used as a title for card that you can see in the title bar on top.
Text Alignment
  • This is how your titles will be aligned in relation to the ad card.
Text Color
  • This is the color your titles will appear on your ad card.
Ad Link
  • This is where your customers will go when they click on the ad card in their side of your portal.
 

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Integrations

Integrations Overview

The integrations page displays the various software platforms that are connecting your ConnectBooster portal together! Please refer to our other documentation articles for specific system questions.
  • *Please contact us for inquiries about creating NEW integrations or CONVERTING current platforms, as this needs to be done internally*!
To ensure proper traffic from our systems to your various integrations, you might need a list of our relevant IP addresses. Most often this is NOT needed, but it ultimately depends on your specific environment. The "IP ADDRESS LIST" button details out exactly what addresses you may need to white-list on your firewall.

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Sync From Date

You can change the starting point in time from which the sync (WebConnector) will ask your QuickBooks file for newly modified data. The "Sync From Date", can be helpful in a variety of circumstances:
  • Going back farther in time may pull a more detailed invoice/payment history for clients
  • Potentially find any missing data
To do so, hover over the three dot menu on the QuickBooks integration page and click "Settings". You may enter a specific time, and click "RESET" to save your changes and close the window.
After this has been done, you will still need to run the WebConnector utility in order for a sync to actually occur.
  • *If going back several years, please take note that the sync may take longer to finish than normal, as there is extra data to digest*

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Configurations

AutoPay

AutoPay Approval

This setting allows you to automatically approve invoices for processing or require final review prior to processing payments of AutoPay invoices. When automatic approval is enabled, any invoices matching defined AutoPay settings will be processed without requiring any further action.

To enable automatic approval process:

  1. Check the Enable automatic approval process option
  2. You will be prompted to agree that you are approving invoices to be processed based on the AutoPay rules currently in place. Agreement is required to enable automatic approval.
  3. Save the AutoPay configuration

To disable automatic approval process:

  1. Uncheck the Enable automatic approval process option
  2. Save the AutoPay configuration
Please see AutoPay Approval in our Overview section for more information on approving AutoPay.

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Billing

This section relates to the selected accounting package preferences.

Setting the Primary Accounting Package

  • Select the primary Accounting package integration with the first drop-down list:
  • Specify the "Accounts Receivable" ledger
    • This is the account your open A/R resides under
  • Specify the "Undeposited Funds" ledger
    • This is a holding area where we reconcile ConnectBooster made payments
      • Once you see the money deposit into your bank account, you can fully "Make the deposit"
  • Option to hide "Zero Dollar Invoices
    • (Usually time tracking/non-billable invoices)
  • Select Default Invoice Class
    • This is the version your clients can view/print out.
    • Note: the first option is highest priority. In the example below, if the Connectwise version of the invoice does not exist, the system will show the fallback.

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Client Emails

Client Emails

The Client Emails section allows you to enable and customize system emails sent to your customers. Customer emails are grouped into four categories:  

Transaction Receipts

Transaction emails are on by default and cannot be turned off. We automatically send these to a company's "Default Notification Contacts" (indicated by a star) .  Default Notification Contacts are derived in several different manners depending on the integrations you are utilizing. To learn more, please see this article here.

Portal Access

Portal Access emails manage access to the customer portal and are sent on demand from a customer’s profile or by request when a user needs to reset their password.

Welcome Email

The welcome email is an invitation email for new users. This is the email you will send to new users of the portal which includes a link to create their account. After seven days, the link expires and a new welcome email will need to be sent.

Password Reset

Sent when a user makes a password reset request. The link to password reset link expires after 24 hours

Account Notifications

Account Summary

The Account Summary allows you to send clients a recurring "friendly" type email of all open invoices in the system (at the time of sending) and expired payment methods. It is not intended to be a "collections" type email, but rather a reminder of what is open and due. By default the Account Summary email is disabled. Turning this on requires the following steps:
  1. Enable the Account Summary by checking the checkbox
  2. Choose your schedule. Options include:
    • Send monthly, on the first day
    • Send monthly, on the 15th day
    • Send monthly, on the last day
    • No schedule (send manually) - The summary is not sent on a schedule, but can be sent either on demand by choosing Send Now or enabling the Send on new invoice creation option.
    • Send on new invoice creation - Choosing this option will send the Account Summary when new invoices are synced into ConnectBooster. This setting is independent of the other schedule options. Enable the Send individual invoice notifications in place of Account Summary option if you prefer to send individual invoice notifications when new invoices are synced.
  3. Choose the Recipients. In addition to the Default Contacts, recipient options include contact profiles.
  4. Save

Invoice Notification

Individual invoice emails can be sent on new invoice creation or on demand (for example, when viewing an invoice). Both scenarios will use this Invoice Notification email template.

Upcoming Payments Summary

The Upcoming Payments Summary email allows you to notify customers of their upcoming AutoPay or scheduled payments.
  1. Enable Upcoming Payments Summary
  2. Set the number of days prior to the next payment to send the email
  3. Save
The email will send to a company's Default Contacts, to exclude specific customers use Customer Exclusions

Invoice Past Due Notices

Alert your customer to past due invoices once a specified number of days have passed after an Invoice Due Date.
  1. Check the notices you wish to be sent out (Example: 15, 30, 45, 60, 90 days) or choose Add Past Due Notice to specify the number of days after an Invoice Due Date.
  2. Save
The email will send to a company's Default Contacts, to exclude specific customers use Customer Exclusions

Customer Exclusions

Some email types such as Upcoming Payment Summary and Invoice Past Due Notices allow you to exclude specific customers from receiving the email. For example, if you have a set of customers that should never receive a Past Due Notice. To add customers to an exclusion list:
  1. Choose the Customer Exclusions option for an email type
  2. Search for a company name and choose a matching company to add them to the exclusions list
  3. Remove a customer for the exclusion list by choosing Remove

Editing Email Content

Customer emails can be customized to reflect your company’s brand and messaging. Areas of the email that can be customized include:
  • Subject Line
  • Title
  • Header Content
  • Footer Content
To edit an email, choose the “Edit” option next to the email you wish to customize. Each content area supports the use of tokens which you can use to personalize email content. A token is a label that is replaced with dynamic data when the email is sent. For example, displaying your company information, customer information, or transactional data. To insert a token, choose Insert Token in the textarea and pick a token. The token will insert into the textarea and the preview area will update to show an example of a replaced token. Once you’re happy with with your email customizations, Save the changes. Choose Send Test to send a test email to yourself or other email addresses. The emails sent for the test use the same sample information from the email preview to populate the email content. Email Settings

Custom SMTP settings

  • This section is found under Settings > Configurations > Client Emails
  • Allow our system to utilize your email server. Emails can then have a custom "From" address to further white-label the portal and aide in deliverability.
    • Enter Host Name
    • Enter Port #
    • Enter Username/Password if applicable
    • Enter From Address (For Office 365 users, it should be a dedicated inbox/licensed user type account)
    • Save the changes

Send Test Email

  • Enter the email address(es) to send a test email to.
    • The date of the last test email will be listed on this page along with any errors encountered. Please note, the send may not be immediate and you may need refresh or revisit the page after a few minutes.
    • If you don't receive a test email, you may need to white-list our system IP addresses.
 

Change Master Template

  • Allows you to set a custom look/feel to all email communication
    • Modify template CSS/HTML code and colors, at your undertaking.
    • Option to revert to default

Email Tracking

  • Email tracking can be added to your subscription so that you can tell when specific events happen on an email. This includes:
    • Email is Delivered
    • Email is Opened
    • Link is Clicked
    • Email is Bounced
    • Email is Marked as Spam

Email Tracking with ConnectBooster Domain

  • Email tracking takes no additional configuration if you are not using a custom email domain. Simply add Email Tracking to your subscription.

Email Tracking with your custom domain using SendGrid

  • Email tracking can be enabled for your domain by signing up for a SendGrid account.
  • First sign up and configure your SendGrid account
  • Ensure callbacks are enabled for all actions on your SendGrid account
    • Navigate to Settings -> Mail Settings -> Event Notifications
    • Use callback url: http://sendgrid.connectboosterportal.com/sendgrid/webhook
  • Generate a SendGrid API Key under Settings -> API Keys
  • Save the following settings to your ConnectBooster emailing configuration:
    • Host: smtp.sendgrid.net
    • Port: 25
    • Username: apikey
    • Password: <<YourSendGridApiKeyHere>>
SendGridCallbackSetup

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Service

Turning on Service related functions

Navigate to Settings + Configurations + Service Configure Primary integration for service/ticketing
  • Select which service board/queues names are to be included

These are "GLOBAL" settings for the entire portal. Each client "Profile" must still have the appropriate security level/privileges to use the settings:
  • Create Ticket
    • allows your clients to create new service items (only for the selected boards)
  • View Ticket
    • allows your clients to view existing service items, but NOT create new tickets (only for the selected boards)
Suggested Use case scenario:
  • Allowing a "one-stop-shop" for all service and billing related functions, without clients needing to login to separate portals.

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Internal Settings

Manage & Edit Internal Employee Access

Navigate to Settings>Configurations>Internal Settings Internal Users   Steps to add another employee for access into the system:
  1. Click Add User.
  2. Enter a name.
  3. Enter an Email address.
  4. Select an Employee Profile. Default will be (Revoke Access) or no access.
  5. Enter in a password.
  6. Mark Default User if you want this user ID to be included in notifications sent to the Default Contact group.
Once the login has been created and saved, an Email button will be enabled where you choose to send a Welcome Email or a Password Reset Email. Quick Add button will only be available if the ConnectWise integration has been setup. Quick Add will show all of the user logins in ConnectWise and let you choose which ones to create in ConnectBooster and assign them a profile for access. Profiles Manage employee or internal staff permissions of the tenant portal.  An internal profile can also be selected to send notification emails.   You can customize the security permissions for each profile uniquely.  Doing so can lock down certain employees from doing specific functions within the portal. Each checkbox under Master Admin corresponds to a menu in ConnectBooster. Marking Master Admin gives all users assigned to that profile permissions to access all areas of ConnectBooster.  Only a Master Admin profile will have access to Internal Settings and API Keys Example-you want an employee to view the customers that use ConnectBooster but don’t want to allow them to change any of the ConnectBooster settings.  You would create a profile that has the Customer check box marked and Settings unmarked. Notifications Notifications are email messages sent to the internal users of ConnectBooster to report on activities occurring in the system.  Notifications can be sent to users selected as Default Contacts, individual users, and users assigned to an internal profile. Monthly Summary:  Sent out on the 1st of the month for the previous month Daily Summary: Sent daily to summarize previous day Autopay Summary:  Sent each time Autopay runs Sync Failed:  Sent when a sync failure has occurred Payment Made:  Sent any time a payment has been made Payment Scheduled:  Sent any time a payment schedule has been created Autopay changed:  Sent any time an Autopay changed Client Commented on Invoice:  Sent when a comment has been made on an invoice Requesting Access:  Sent when an access request has been made

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Client Users

Navigate to Settings>Configurations>Client Users Client Profiles Manage Customer Contact security "Profile" levels for clients.
  • You can customize the security permissions for each profile uniquely. Doing so can lock down certain clients from doing specific functions within the portal.
  • Example ~ you want a "Billing Admin", to make payments online, but you don't want a regular "User" to do the same.
 
If a profile does not already exist, you may click "New Profile".
  • You may see a few pre-generated ones depending on your particular integration.
    • Changing these permissions will NOT impact your integration directly (ie. updating the ConnectWise setup tables).
Expanding the profile name yields all of the various options you can toggle on or off. Note - New in ConnectBooster 2.4.0 is the ability to show detailed information about credit memos and unapplied payments. This functionality is controlled in the customer portal by toggling "Can View Credits" and "Can View Unapplied Payments" for each contact profile for which you want to control access for. Save Changes, and the Profiles will take affect immediately (and retro actively update any previously setup clients).

Membership

Setting the primary CRM Integration.

Navigate to Settings > Configurations > Client Users NOTE: ** Changing the primary Membership Integration without first contacting support can have data consequences ** Enable Offline Authentication
  • Enabling
    • If your primary CRM cannot be accessed, end clients will still be able to login and use the system. All actions are based on locally cached data.
  • Disable
    • Not Recommend
  • Enable as Backup

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