Applying for the Portal (SUPER USER)
When a user shows interest in using the Experience Customer Online Portal, a link to an online application form is sent to the user.
The user needs to provide information such as the Portal Domain Name, Logo, Email, etc.
Chat App registration for Customer Online Portal (SUPER USER)
To include a Chat feature on the portal (to all customers to chat directly with you), you need to register for the Chat App.
- Click here to register for the Chat App.
- Click on the 'Sign up free' button and provide a username and password.
Register with the Merchant Bank
EMAX Solutions will introduce the customer with the Merchant Bank via e-mail. The Merchant bank will then liaise with the customer accordingly.
Setting up the Portal (EMAX)
Once the application is filled in with all the required details the technical people at EMAX can start configuring the portal and cloud server. This usually takes around 5 to 10 working days.
Setting up Experience (SUPER USER)
To set up a customer to start using the Customer Online Portal, one needs to set up the customer's email address and login e-mail.
Setting up the Email Text
Menu Path: Customers → Setup → Module Controls
On the 'Email Text' tab, once can set up the e-mail text that will be sent to the customer in the form of an e-mail.
This html text can be set up in the 'Online Portal Welcome Email' section and will be similar to the below.
<p>Welcome to the <b>EMAX Online Portal</b>.
<br>You can use our Online Web Portal, 24/7 to:
<br>- Pay your Oustanding Transactions using a debit/credit card,
<br>- Access information with EMAX Solutions,
<br>- Chat with EMAX Solutions.
<br><a href="https://demo.emax.mt"> Click Here</a> to access our Online Portal.
<br><br>Need help? Chat with us directly from our <a href="https://demo.emax.mt">Portal</a> or call us on +356 20 333 213.
<br><br><b>Kindly note that your new portal account will be available in the next 2 hours</b>
Setting up the Customer Portal Users
Initially, users need to be set up from Experience to be able to access the Customer Online Portal.
Menu Path: Customers → Setup → Customers
- Select the Customer that would like access to the Customer Online Portal.
- Click on the 'Customer Portal Users' tab.
- Enter the e-mail address of the customer and click on the 'Send Email' button.
- One can add more than one user in this form.
The e-mail address will be the username with which the user will log onto the Customer Online Portal.
Once the e-mail is sent, the customer will receive an e-mail (having the text specified in the previous section) with the portal login details.
Note that from the time the e-mail is sent, it usually takes 1 or 2 hours for the Portal to be available for this user.
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