Configuring the Customer Control Panel appearance
The current version of the Customer Control Panel does not support the settings described in this article. Instead, UI Templates are used (see Viewing the list of UI templates).
A manager with the System administrator role (see Managers' roles) can customize the appearance of the Customer Control Panel, including logos, colors, and displayed sections.
To configure the appearance of the Customer Control Panel:
- Sign in to the Operator Control Panel with the System administrator role.
- On the Navigation Bar, go to Customer Control Panel (see Navigation). The Customer Control Panel settings page is displayed with the list of settings:
- Click the settings name. The selected settings page is displayed.
- Specify the necessary options.
- If needed, specify the options in one more language:
- In a group of settings that supports localization, next to the list with the default language, click Add Localization. A new group of elements is displayed below.
- In the new group, in the Localization list, select the required language.
- Specify the necessary options in the selected language.
- Click Update.
See also other settings for the Customer Control Panel:
- Logos and favicon — Configuring logos.
- Date format — General system settings.
- The availability of the Account balance and joining Payments manually — Managing financial settings.
- The expiration period of the email confirmation token — User settings.
General settings
Design settings
Design settings is a tab for configuring the appearance of the Customer Control Panel and the header and footer of its pages:
- Title — the common part of the title for all pages of the Customer Control Panel, up to 70 characters. Default: ActivePlatform - Панель управления клиента
- Background image — the background image for the Sign in, Sign up, Reset Password pages in the Customer Control Panel. Max file size: 3 Mb. If no file is chosen, the default background is used.
- Show copyright — if the checkbox is selected, the footer of all pages includes the ActivePlatform copyright info. Example: © Powered by ActivePlatform, 2021
- Primary Color — the color applied to primary buttons, selected tabs, sections, counters, and its HEX code (default: #3B9DDE):
- Select color — select the primary color via the palette instead of entering its HEX code.
- Preview — a preview of a Customer Control Panel page with the selected primary color. To preview the changes after entering or selecting a new color, click any place on the page.
- Header — the navigation menu settings:
Navigation menu display — select the position of the navigation menu items:
- Inline — the horizontal position on the top of the pages.
- Vertical — the vertical position on the left side of the pages within the expandable menu.
Show application sections — select the navigation menu items to display:
- Main
- Catalog
- Subscriptions — the checkbox is always selected and read-only.
- Billing — the checkbox is selected if any of the subitems is selected.
- Payments
- Closing documents
- Guaranteed payments
- Balance statement
- Analytics
- Footer — the list of links (up to 15 items) displayed in the footer of the Customer Control Panel pages (see Screen Layout). For every language, the settings are displayed in the groups as follows:
- Localization — select the language for the link. The first group on the page has the read-only list with the language set as default for new users of the Customer Control Panel (see Managing language settings).
- Name — the link text in the selected language, up to 50 characters. By default, the field is empty, and the link is not displayed in the Customer Control Panel in the selected language.
- URL — the link URL. It is possible to specify any internal or external link.
- Priority — the number that defines the position of a link in the list. Links with a higher number are displayed at the top of the list. The default value is 0.
To add one more link in the selected language:
- Under the Name field, click Add link. A new group of elements is displayed below.
- In the new group, specify the necessary options.
To delete a link, click Delete in the corresponding group. No confirmation required. For the first group, the Delete button clears all the entered data.
Additional settings
Additional settings is a tab for configuring the appearance of specific elements of the Customer Control Panel pages. These settings override any other. For example, displaying the navigation menu items defined in this tab has a higher priority than the Header section of the Design settings tab.
UI component — the list of elements appearance of which can be configured (see Screen Layout):
For the names of elements with the configured settings, the (specified) text is added.
- Analytics tab
- Billing tab
- Buy subscription button
- Catalog tab
- Change language button
- Main page tab
- Subscription tab
- Show on page — if the checkbox is selected, an element is displayed on the Customer Control Panel pages.
- Component name — the displayed name for an element in the selected language, up to 50 characters.
- Localization — select the language for the name of an element. The first group on the page has the read-only list with the language set as default for new users of the Customer Control Panel (see Managing language settings).
To delete all additional settings for an element:In the UI component list, select the required element with the (specified) text added to its name.
- Click Remove settings next to the UI component list.
- Confirm the action.
Login page
Login page is a section with the settings of the optional welcome text displayed on the Sign in page of the Customer Control Panel in different languages (see Signing in to the Customer Control Panel). For every language, the settings are displayed in the groups as follows:
- Localization — select the language for the welcome text. The first group on the page has the read-only list with the language set as default for new users of the Customer Control Panel (see Managing language settings).
- Welcome text — the welcome text in the selected language. HTML is also supported. By default, the field is empty, and the welcome text is not displayed in the Customer Control Panel in the selected language.
Register page
Register page is a section with the settings of the optional welcome text displayed on the Sign up page of the Customer Control Panel in different languages (see Short registration). For every language, the settings are displayed in the groups as follows:
- Localization — select the language for the welcome text. The first group on the page has the read-only list with the language set as default for new users of the Customer Control Panel (see Managing language settings).
- Welcome text — the welcome text in the selected language. HTML is also supported. By default, the field is empty, and the welcome text is not displayed in the Customer Control Panel in the selected language.
Billing tab
Billing tab is a section with the Show widgets settings to select widgets displayed in the Billing section of the Customer Control Panel (see Screen Layout):
- Balance — a widget with the available funds on the Account balance.
- Current consumption — a widget with the total debt for all postpaid Subscriptions of the Account for the current Billing period, excluding Payments for the previous Billing period. By default, not selected.
- Forecast amount of payments next month — a widget with the total amount of monthly payments for all active Subscriptions of the Account within the Prepay and Postpay models billed monthly.
Main page
Main page is a section with the settings to select data displayed on the main page of the Customer Control Panel (see Screen Layout):
- Balance — a widget with the available funds on the Account balance.
- Filters by subscriptions and payments — a widget with the list of active Subscriptions, Subscriptions to expire in 10 days, and Payments in the Waiting for payment and Expired statuses.
- Catalog — a widget with the list of Product categories.
- Currency rate — a widget with the currency rates for the Reseller currency. Only selected currencies are displayed (see Currency rates).
- Expenses — a widget with comparative expenses for the last two months.
- Help — a widget with custom links (see below).
- Current consumption — a widget with the total debt for all postpaid Subscriptions of the Account for the current Billing period, excluding Payments for the previous Billing period. By default, not selected.
- Settings for Help widget is a group with the list of links (up to 3 items) displayed in the Help widget. For every language, the settings are displayed in the groups as follows:
- Localization — select the language for the link text. The first group on the page has the read-only list with the language set as default for new users of the Customer Control Panel (see Managing language settings).
- Name — the link text in the selected language, up to 50 characters. By default, the field is empty, and the link is not displayed in the Customer Control Panel in the selected language.
- URL — the link URL. It is possible to specify any internal or external link.
- Priority — the number that defines the position of a link in the list. Links with a higher number are displayed at the top of the list. The default value is 0.
To add one more link in the selected language:
- Under the Name field, click Add. A new group of elements is displayed below.
- In the new group, specify the necessary options.
To delete a link, click Delete in the corresponding group. No confirmation required. For the first group, the Delete button clears all the entered data.
- Info messages setting is a group with the list of messages (up to 5 items) displayed for all accounts on the main page of the Customer Control Panel. For every language, the settings are displayed in the groups as follows:
- Importance — the priority of a message and the color or the icon:
- High (by default) — a message with the red icon. The high-importance messages are displayed higher and sorted by the creation date.
- Low — a message with the blue icon. The low-importance messages are displayed lower and sorted by the creation date.
- Show from/to — the start and finish date of the period when a message is displayed. Both fields are optional. An empty field means that the corresponding period limit is not applied.
- Info messages text — the message text in the selected language. HTML is also supported. By default, the field is empty, and a message is not displayed.
- Localization — select the language for the link text. The first group on the page has the read-only list with the language set as default for new users of the Customer Control Panel (see Managing language settings).
To add one more message in the selected language:
Under the Info messages text field, click Add Info Messages. A new group of elements is displayed below.
In the new group, specify the necessary options.
- Importance — the priority of a message and the color or the icon:
To delete a link, click Delete in the corresponding group. No confirmation required. For the first group, the Delete button clears all the entered data.
Support page
Support page is a section with the settings of content that can be displayed on the Support page in the Customer Control Panel (see Help):
- Configure the internal page in the Customer Control Panel — select between the internal and external support page:
- To use an external support page:
- Turn Off the Configure the internal page in the Customer Control Panel switch.
- In the External URL field, enter the URL of the required page.
- To use the internal Support page:
- Make sure the Configure the internal page in the Customer Control Panel switch is turned On.
- Specify the necessary options in the following groups:
- Introduction text.
- Content sections setting.
- Feedback sections setting.
- To use an external support page:
- Introduction text is a group of settings for an optional introduction text displayed on the internal Support page. For every language, the settings are displayed in the groups as follows:
- Localization — select the language for the link text. The first group on the page has the read-only list with the language set as default for new users of the Customer Control Panel (see Managing language settings).
- Section text — the introduction text in the selected language. HTML is also supported. By default, the field is empty, and the introduction text is not displayed in the Customer Control Panel in the selected language.
- Content sections setting is a group with the list of cards (up to 5 items) displayed on the internal Support page. For every language, the settings are displayed in the groups as follows:
- Localization — select the language for a card. The first group on the page has the read-only list with the language set as default for new users of the Customer Control Panel (see Managing language settings).
- Title —the card name in the selected language, up to 50 characters. By default, the field is empty, and the card name is not displayed in the Customer Control Panel in the selected language.
- Section text — the text of a card in the selected language. HTML is also supported. By default, the field is empty, and the text of a card is not displayed in the Customer Control Panel in the selected language.
- Image — the image of a card in the selected language. Max file size: 3 Mb.
- Priority — the number that defines the position of a card in the list. Cards with a higher number are displayed at the top of the list. The default value is 0.
To add one more card in the selected language:
- Under the Name field, click Add section. A new group of elements is displayed below.
- In the new group, specify the necessary options.
To delete a card, click Delete in the corresponding group. No confirmation required. For the first group, the Delete button clears all the entered data.
- Feedback sections setting is a group of settings for the feedback contact information displayed below the cards on the internal Support page. For every language, the settings are displayed in the groups as follows:
- Localization — select the language for a feedback contact information. The first group on the page has the read-only list with the language set as default for new users of the Customer Control Panel (see Managing language settings).
- Section text — the text of a feedback contact information in the selected language. HTML is also supported. By default, the field is empty, and the text of a feedback contact information is not displayed in the Customer Control Panel in the selected language.