ClientPortalSettingsDto
Client portal settings for the tenant
Properties
| Name | Type | Description |
|---|---|---|
| portalTitle | string | The title displayed on the client portal |
The title displayed on the client portal | ||
| designTheme | CodeAndNameDto | |
| iconImageAsset | CodeAndNameDto | |
| showInvoices | boolean | Whether portal users can view their invoices. Requires the tenant to be connected to an accounting provider and the client to be mapped to an accounting client. |
Whether portal users can view their invoices. Requires the tenant to be connected to an accounting provider and the client to be mapped to an accounting client. | ||
| showServices | boolean | Whether portal users can view the services set up for them in Sodium, including prices and dates. |
Whether portal users can view the services set up for them in Sodium, including prices and dates. | ||
| invitationEmailContentBlock | CodeAndNameDto | |
| useIntroPageContentBlock | boolean | When true, the intro page uses the content block. When false, it uses IntroPageText. |
When true, the intro page uses the content block. When false, it uses IntroPageText. | ||
| introPageContentBlock | CodeAndNameDto | |
| introPageText | string | Raw HTML content for the intro page (when UseIntroPageContentBlock is false) |
Raw HTML content for the intro page (when UseIntroPageContentBlock is false) | ||
| documentApprovalEmailContentBlock | CodeAndNameDto | |
| documentRequestOpenedEmailContentBlock | CodeAndNameDto | |
| documentRequestRejectedEmailContentBlock | CodeAndNameDto | |
| documentRequestSubmittedEmailContentBlock | CodeAndNameDto | |
| clientConfirmationEmailContentBlock | CodeAndNameDto | |
| notifyManagerOnClientDocumentUpload | boolean | Whether to send an email notification to the client's manager when a document is uploaded via the portal |
Whether to send an email notification to the client's manager when a document is uploaded via the portal | ||
| url | string | The URL for the client portal (e.g. https://tenantcode.sodiumportal.com) |
The URL for the client portal (e.g. https://tenantcode.sodiumportal.com) | ||
JSON Example
{
"portalTitle": "string",
"designTheme": {
"code": "string",
"name": "string"
},
"iconImageAsset": {
"code": "string",
"name": "string"
},
"showInvoices": false,
"showServices": false
}