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How to Request a Custom Portal?
How to Request a Custom Portal?

This article will walk you through the steps on how to request a custom portal from our team.

Updated over a week ago

In order for our team to be able to customize the branding in your portal, you'll have to add our design team temporarily as a Staff Admin member to your portal. This will allow them to log in and customize on your behalf.

These steps can only be taken after you've registered for a portal either on our website or completed during your Live Demo call.

How to add our team as a Staff Member?

First, log in to your portal, toggle to your Account & Settings tab, and select Billing & Staff. Once there, select the ADD STAFF button in the bottom right.

From there, enter the Staff information provided below. All fields must be filled in order to move forward.

Please enter the following information:

First Name: Get

Last Name: Answers

Phone Number: 321-555-7779 (if you receive an error message for the phone number please place a (1) at the beginning)

Once you've completed this step, you'll need to provide admin privileges to our staff account in order for our team to customize on your behalf.

Please inform your dedicated point of contact and our designer will get started with your portal.

How to Suspend our team as a Staff Member?

As soon as the branding is completed, we ask that you expire our team so that they will not count towards your Staff count. (On the Free Plan, you are allowed 5 Staff Members)

You will toggle back to your Account & Settings tab, and click on Billing & Staff. From here, scroll down and find the Staff member in question (Get Answers), and select their name. In the top right corner, you will see Current Status.

Select where it says Active and that will open a dropdown menu. From here, select Suspend. That will suspend the team, and we will no longer have access to your portal.

Screenshot 2022-12-15 at 9.58.26 AM

If you have additional questions please don't hesitate to reach out to our Support team.

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