This section allows the admin to manage the text shown to customers throughout the portal along with the FAQs available to them.

Search Portal Text

Step 1: Click the Search button to search the different portal text categories and their description

Step 2: Categories and Description search fields will be shown

Step 3: Choose your search criteria then click the Search button

Add Portal Text

Step 1: Click New button

Step 2: Select the category

Step 3: Fill in the text to be displayed

Step 4: Click Save

Manage Portal Text

Step 1: To edit or delete any of the existing portal text, select the record then click the applicable button

Manage FAQs

Step 1: From the left-hand navigation menu, select 'Portal Configuration', then 'Manage FAQs'

Step 2: A list of all FAQs is displayed

Step 3: Click the Search button to search the available FAQs

Step 4: To Edit or Delete existing FAQ records, select the record then click the applicable button

Add FAQs

Step 1: Click the Add button

Step 2: Click the Add FAQ button (on the right side). The following fields will be displayed:

1. Title: FAQ Title

2. Radio buttons:

a. Is required for registration: If admin selects 'Yes', then the user will only see it when logging in the portal. If admin checks 'No', then it will be displayed to all users whether logged in or not

b. Is visible: If admin checks 'Yes', then it will be visible to all users. If admin checks 'No', then it will be hidden and not visible to any users

3. Order: Admin can determine the FAQ's display order

4. Details: FAQ's description

5. Switch Category: Select any desired category to include this FAQ under it

6. Click the Save button

• Notes:

Admins click once on any FAQ to select it; clicking twice will open a new page including all the selected FAQs details.

You cant delete a Category that has FAQs under it, but you can delete the all FAQs, then delete the category if needed.

When assigning a numerical order to a ne FAQ that is already in use, you'll get an error message stating: X is already in use. Next available is X.