The portal comes with default text. This could be wording on pages or buttons.
You may want to update specific wording from the default. To do this you would need to update the portal text setting.
You will need access to the Portal and email text settings permission to change text settings. Speak to your Customer Success Manager if you would like the permission added.
- Click on Management Console at the top of your homepage and Click on Configuration from the right-hand-side menu called ‘Management Console’.
- Click on Portal text from the right-hand-side menu called ‘Configuration’.
- Use the filters for Setting group or Setting value or use the search field to look for a particular setting.
- If there is a default you will see the wording in a greyed out box. To change the default in English click on Edit next to the setting. A pop up will appear, you can replace the text in the English box and click Update to save.