Review Additional Settings: Administration / Initial Setup
As part of your initial setup, review and update portal settings under Administration / Initial Setup.
- Select Admin > Portal Settings > Administration / Initial Setup.
- Select General Configuration
-
Review the following settings:
Note: Some options are visible only if you have selected Show Advanced Settings at the top of the Portal Settings page.
- Company Number to use for Company Logo:
- If you have multiple companies in your portal, but you would like to use only one specific logo for all companies, enter that company number in this setting.
- The logo is based on the logo assigned to that company in Vista's HQ Company Setup (Vista > Headquarters > Programs > HQ Company Setup > Add'l Info tab
- The logo appears on the login page and as the thumbnail in the navigation bar.
- If you leave this setting blank, the logo on the login page is based on the selected company; the logo on the Welcome page is based on the logged in user's Payroll Company.
- Country Code for date format: Select United States, Australia, or Canada.
- Feedback email address: Enter the email address to use
in the To
field for emails sent using the Feedback? option.
- The Feedback? option displays under the user's name in the navigation bar.
- Typically, feedback emails are sent to an internal email address for the IT department or help desk.
- Help
Link:
- If you have a Help site for your company or a place where you can post your own documentation, enter that URL in this setting.
- The Help option displays under the user's name in the navigation bar. If you leave this setting blank, the Help option does not display.
- Largest size (in pixels) of an image side uploaded to the
Portal: Enter the largest size allowed for an image
uploaded to your portal.
- Images larger than this size will be re-sized (equally). Images smaller than this size retain their size when uploaded.
- This setting prevents extremely large images from being uploaded.
- The default in this setting is about page size.
- Portal
Heading in top navigation bar: Enter the name to use for
your portal.
- This name appears in the navigation bar, on the tab header, and at the bottom of emails sent from the portal.
- If your portal is used for multiple companies or multiple purposes, choose a more generic name. For example, Employee Portal.
- Company Number to use for Company Logo: