You can customize the appearance of your Prospect Portal homepage to match your organization's branding. The article below describes the customizations that can be made.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
Customizing the Prospect Portal home page
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Details screen appears.
Select Customer Portals in the side menu, then the Prospect and Home Page tabs.
To change the order of the tiles, click and drag the reorder
button in the Order column. Kube saves the changes.To change the name or description of a tile, click on the edit
button. A slide out menu appears.Click Edit.
Make changes in the Name and Description fields as desired.
To display or hide the tile from the home page, use the select
button next to the Display in Prospect Portal field.Click Save.
CAUTION: The tile name and description fields cannot be reverted to their default once saved.
Changing the Prospect Portal home page images
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Details screen appears.
Select Customer Portals in the side menu, then the Prospect and Home Page tabs.
In the Images section, hover over the Reserve a Space, Memberships, or Home image boxes. Click Change Icon when it appears.
The image uploader appears. Drag your image onto the uploader or click the uploader to select a file. The file uploads and the image editor appears.
Edit the image as desired. For more information, see Using the image editor.
Click anywhere outside the uploader to close it.
TIP: To remove an image, click the image to open the uploader prompt. Click the delete button. A confirmation prompt appears; click OK.
Changing the Prospect Portal home page text
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Details screen appears.
Select Customer Portals in the side menu, then the Prospect and Home Page tabs.
In the Text section, click the edit
button located towards the right.Make changes to the text fields as desired.
Click Save.
CAUTION: The text cannot be reverted to its default once saved.
Customizing the Prospect Portal À la carte menu label
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Details screen appears.
Select Customer Portals in the side menu, then the Prospect and Home Page tabs.
In the À la carte section, click the edit
button located towards the right.Make changes to the À la carte label and icon as desired.
NOTE: This field defaults to À la carte.
Click Save.