Web interface

On the Web interface tab, you can define credentials, preferred settings (such as access level, time zone, portal language, data input, and output formats), and interface branding for this distributor’s portal.

The login for the portal.

After you have defined the credentials, you can log in to the portal on behalf of a distributor. Click Link to access the distributor portal.

The password for the distributor portal. Define it manually or click Generate password to generate a random, hard-to-guess password.

To show or hide the password, click Show password or Hide password .

You can enable 2FA for the distributor, so they will be able to log in to their portal only after entering a one-time password (OTP) in addition to their login and regular password. The OTP is generated by a 2FA application installed on the distributor’s smartphone, e.g., Google Authenticator.

Select one of the following options in the dropdown list:

• As defined by the customer class – the option configured for the customer class is used.
• Yes – select this option to enable 2FA.
• No – select this option to disable 2FA.

If a user loses access to the 2FA application, click Reset 2FA key.

Here, you can see which role is assigned to a distributor for portal access and modify it if needed. The default role is Distributor.

The time zone in which the distributor operates. PortaBilling uses this time zone to display data statistics and billing events for the distributor. It also uses this time zone to track peak and off-peak periods for the distributor.

The language used on the portal.

The format to be used for displaying the output date and time on the distributor portal. Click Down arrow to set the format. Click Up arrow to close.

The format to be used for displaying the input date and time on the distributor portal. Click Down arrow to set the format. Click Up arrow  to close.

This section allows you to override the default branding of the distributor portal for a specific distributor.

• Personalized – choose this option to set a personalized branding for this specific distributor.
• No branding – this option removes any custom branding set at the customer class or environment level and restores the interface of the distributor portal to its default appearance.
• As defined in customer class (default) – this means that the branding option defined at the customer class is used (by default, that option is set to “As defined in company info”).

When you override the default branding and set the Personalized branding option, click Edit branding, and specify the following options:

To brand the portal with your company name and logo, you need to prepare an HTML file containing the company name and the logo image filename.

To upload this HTML file, either drag and drop it into the designated area or click Browse to select it from your files. If you need to remove the uploaded file, simply click Delete .

Upload the logo image in one of the supported formats: GIF, JPG, PNG, or SVG.  Ensure that the image filename matches what you specified in the HTML file.

To upload your logo image, drag and drop it into the upload area or use Browse .

To download the image, click on its name. To delete an image, click Delete .

Select a color theme from the dropdown menu. This will change the appearance of elements like the page header, buttons, and toggles to match your chosen theme.

Before saving your changes, preview how the updated brand name, logo, and color scheme will look on the portal.