Portal Settings

Created by Audrey Xuereb, Modified on Mon, 16 Oct 2023 at 04:03 PM by Melvin Xuereb

The Portal Settings need to be configured by a SuperUser.  The below manual helps explain these settings in more detail.

These settings can be accessed by clicking on the username at the top right hand corner of the screen.

My Account

The 'My Account' section on the portal, shows basic account details such as the Name, Customer Number, Company / ID Card Number and VAT Number.

The MFA tab is used to active multi-factor authentication on this user.  This helps keep the account safe from unauthorised access.  Follow the instructions on the screen to enable multi-factor authentication.


The Impersonate function is used to view or 'impersonate' another Customer's account. Its as though the user is logged in as another user/customer. This function allows users to view and post any payments on the Impersonated Customer Account.

A user must be set as 'Advanced User' to have this option available.

This function can be used for front line brokers/office workers who would need to collect online payments in the office from their customers. Using this function a company can collect payments directly on the portal thus making the receipt and banking administration process easy and automated.

  • Click on the drop down and select the Customer you wish to impersonate.
  • Then click 'Update'.

N.B.  Once you finish posting any payments on behalf of a customer, remember to log out and log back in with your user.

Portal Settings

This screen is split up into 3 tabs:

  1. Company and Links
  2. Email
  3. Payment Settings

Company and Links

This screen is used to set up the name of the portal, the company type and any other web links that are available on the login page of the portal.

Field Description
Company Name
The name of the company, e.g. EMAX Portal
Company Type
Insurance or Services

Insurance will display Policies and Claims, whilst Services will display Jobs

MFA Name
This text will be shown on the Authenticator App.
Customer must inform EMAX Solutions via email on support@emax.mt what name is to be used.
About Us URL
A link to the 'About Us' page of your website.
Contact Us URL
A link to the 'Contact Us' page of your website.
Help URL
A link to the 'Help' page of your website.
Terms URL
A link to the 'Terms' page of your website.
Webchat Code
You can opt to use a chat application on your portal to support your customers in real time.

If you wish to use this function send an email to support@emax.mt and we will setup your chat account accordingly.


This section is used to set up e-mail related configuration.

Field Description
Email Host
You email host server from where emails will be sent to your customers:
Example: Microsoft is smtp.office365.com, and Gmail is smtp.gmail.com
Email Port
The e-mail port number to be used to send e-mails.  (25 for M365 or 587 for Gmail).
Email Username
The e-mail address from where automated messages will be sent.
Email Password
The password of the e-mail address.  
Ensure you use an APP Password not the password to login. If you don't have an APP password you need to create this in your email application.
Email From
The 'From' name to show in the e-mail.  Usually this is set to the company name.
Email CC
This is used to copy other e-mail addresses with portal payment e-mails.
Email Text
This text will be added at the end of the Receipt E-mail.

Click on the 'Send Test Email' button to send a test e-mail.

Payment Settings

This section is used to set parameters related to the payments, such as minimum and maximum payment amounts allowed and whether ID Cards and Mobile Numbers are required when entering a payment. 

Field Description
Minimum Payment Amount
The minimum payment amount accepted from the portal.
Maximum Payment Amount
The maximum payment amount accepted from the portal.
ID Card Required
If set to 'Yes', the portal will require an ID Card Number to be entered when payments on account are made.
If set to 'No', the ID Card Number field will not be visible.
Mobile Required
If set to 'Yes', the portal will require a Mobile Number to be entered when payments on account are made.  
If set to 'No', the Mobile Number field will not be visible.
Make Payment Enabled
This setting enables the 'Make Payment' button on the portal login screen or otherwise.
This feature allows users to make payments without having the user logging into the Portal.

User Levels

The users section is used to show all users that have been given access to your Customer Online Portal.  

The MFA columns shows whether multi-factor authentication has been enabled for the selected user or not.

This screen shows the security level of the user, which can be one of the following:

  • Super Admin - has access to all functions on the Customer Online Portal.
  • Advanced User - has access to limited functions on the Customer Online Portal, mainly 'My Account' and 'Impersonate'.
  • User - can only view information and post payments through the portal.

Access Level
Facilities Available
Super Admin
My Account
Portal Settings
Payment Types
Receipts List
Receipts Audit
Advanced UserMy Account

My Account



Payment Types

Payment codes and descriptions are used to categorise payments done via the Portal.

To create a new Payment Type:

  • Enter a Payment Code
  • Enter a Payment Description
  • Click on the 'Update' button


This section is used to add notifications to the Customer Online Portal.

Notifications are used for providing information about your portal, or to market some new feature or product. These norifications are designed to keep your company in contact with your customers.

These notifications will be shown when you click on the bell, at the top right hand corner of the screen (near the username).

To create a new notification:

  • Enter the notification text.
  • Enter the notification date, i.e. the date when the notification will be visible.
  • Enter the notification icon, i.e. the small icon that will be displayed next to the notification.

Receipts List

This section shows all customer payments made through the portal in the last 90 days.

Receipts Audit

This section shows an audit of all customer payments.

  • Pending - The user started a payment process but did not complete it. 
  • Cancelled - The user started a payment process and cancelled it or it was not authorised.
  • Complete - The user started a payment process and completed it.

Only Transactions that are marked as complete will be shown in the Receipts List and transfered to Experience.


This section will direct the users to www.emax.mt, from where they can create support issues as required.


Used to log out from the Customer Online Portal.

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