CRM Plugin Settings
After the plugin is successfully verified and installed:
- Login to your crm and navigate to Admin >> FenixRiseCustomerPortal Configuration.
- Fenix Portal Subdomain: Enter a name for the subdomain: eg: ‘mycompany’. You do not need to specify the full url.
- Portal Admin Email: Enter an email to use for the Portal Admin. This can be a different email from the CRM admin user.
- Click ‘Save’. This will set up your portal. When completed, the remaining fields update after the setup is complete.
NOTE: This email creates the portal admin user and will be used for all portal notifications. You can specify a different email to be used as the ‘From’ address for your email notifications.
With this step complete, your portal is now ready to configure in WordPress.
You will receive a new user registration for your portal in the email you specified above. Click to register and log into your new customer portal!