Branding Profile (Portfolio)

Type:    Form
Description: Provides access to the branding profile associated with a particular portfolio.
Tabs:

General

view

Contacts

view

Images

view

Styles

view

Items:

Override
Overrides branding profile created on a higher access level.
Save
Saves all changes on the form.
Close
Closes the form without saving any changes.

General

Includes general branding profile settings.

Entity

Includes general company information.
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Company Name
Name of the branding company.

References: Branding Profile.Company Name
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Parent Company Name
Name of the parent company of the merchant's entity.

References: Branding Profile.Parent Company Name

UniPay

Includes URL information of UniPay services.
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Name
Name of the UniBill module that is displayed in notifications.

References: Branding Profile.Unibill Name
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Portal URL
URL address of the UniPay portal.

References: Branding Profile.Unipay Portal URL
¦_
Check Connection
Allows to check connection to the entered URL.
Opens Form: Check Connection
Enable/Disable
Allows a user to override the selected configuration.
Documentation URL
URL address of UniPay documentation.

References: Branding Profile.Unipay Documentation URL
¦_
Check Connection
Allows to check connection to the entered URL.
Opens Form: Check Connection

UniCharge

Includes URL information of UniCharge services.
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Name
Name of the UniCharge module that is displayed in notifications.

References: Branding Profile.Unicharge Name
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Processing URL (Realtime)
URL address for submitting of API realtime calls in UniCharge.

References: Branding Profile.Unicharge Realtime Processing URL
¦_
Check Connection
Allows to check connection to the entered URL.
Opens Form: Check Connection
Enable/Disable
Allows a user to override the selected configuration.
Processing URL (Batch)
URL address for submitting of API batch files calls in UniCharge.

References: Branding Profile.Unicharge Batch Processing URL
¦_
Check Connection
Allows to check connection to the entered URL.
Opens Form: Check Connection
Enable/Disable
Allows a user to override the selected configuration.
Specification URL
URL address of UniCharge specifications storage.

References: Branding Profile.Unicharge Specification URL
¦_
Check Connection
Allows to check connection to the entered URL.
Opens Form: Check Connection

UniBill

Includes URL information of UniBill services.
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Name
Name of the UniBill module that is displayed in notifications.

References: Branding Profile.Unibill Name
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Processing URL
URL address for submitting of API calls in UniBill.

References: Branding Profile.Unibill Processing URL
¦_
Check Connection
Allows to check connection to the entered URL.
Opens Form: Check Connection
Enable/Disable
Allows a user to override the selected configuration.
Specification URL
URL address of UniBill specification.

References: Branding Profile.Unibill Specification URL
¦_
Check Connection
Allows to check connection to the entered URL.
Opens Form: Check Connection

UniRead

Includes URL information of UniRead services.
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Name
Name of the UniRead module that is displayed in notifications.

References: Branding Profile.Uniread Name
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Processing URL
URL address for submitting of API realtime calls in UniRead.

References: Branding Profile.Uniread Realtime Processing URL
¦_
Check Connection
Allows to check connection to the entered URL.
Opens Form: Check Connection
Enable/Disable
Allows a user to override the selected configuration.
Specification URL
URL address of UniRead specification.

References: Branding Profile.Uniread Specification URL
¦_
Check Connection
Allows to check connection to the entered URL.
Opens Form: Check Connection

Support System

Includes UniPay support information.
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
URL
URL address of support system portal.

References: Branding Profile.Support System URL
¦_
Check Connection
Allows to check connection to the entered URL.
Opens Form: Check Connection
Enable/Disable
Allows a user to override the selected configuration.
User Name
Username used to access the support system.

References: Branding Profile.Support System Username
Enable/Disable
Allows a user to override the selected configuration.
Password
Password used to access the support system.

References: Branding Profile.Support System Password
¦_
View Password
Allows to see the entered password.

Note: User should re-enter personal password for additional authentication to view this field's value.

Onboarding

Includes onboarding support information.
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
External Documentation URL
URL address of outside of UniPay documentation.

References: Branding Profile.External Onboarding Documentation URL
¦_
Check Connection
Allows to check connection to the entered URL.
Opens Form: Check Connection

Contacts

Includes various support contacts.

Merchant Service

Includes contact information about merchant service that can be used to discuss any processing issues.
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Phone
Phone number of the merchant service company the portfolio belongs to.

References: Portfolio.Phone
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Fax
Fax of the merchant service company the portfolio belongs to.

References: Portfolio.Fax
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Email
Email of the merchant service company the portfolio belongs to.

References: Portfolio.Email
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Work Hours
Working hours of the merchant service company the portfolio belongs to.

References: Portfolio.Work Hours

Tech Support

Includes contact information of the technical support that can be used to discuss any processing issues.
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Phone
Phone number of the technical support company the portfolio belongs to.

References: Portfolio.Phone Support
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Fax
Fax of the technical support company the portfolio belongs to.

References: Portfolio.Fax Support
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Email
Email of the technical support company the portfolio belongs to.

References: Portfolio.Email Support
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Work Hours
Working hours of the technical support company the portfolio belongs to.

References: Portfolio.Work Hours Support

Images

Includes image related settings.

Logo

Includes the images that are used as the logotype of the portfolio.
¦_
Preview Logon Page
Allows to preview logon page with uploaded images.
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Main Logo (Web)
Reference to the entity that represents main logo image used for web.

References: Branding Profile.Сontent Main Logo Web FK
¦_
Main Logo (Print)
Reference to the entity that represents main logo image that is used in email notifications.

References: Branding Profile.Content Main Logo Print FK
¦_
Powered by (Web)
Reference to the entity that represents secondary logo image used for web.

References: Branding Profile.Content Powered Logo Web FK
¦_
Powered by (Print)
Reference to the entity that represents secondary logo image that is used in notifications.

References: Branding Profile.Content Powered Logo Print FK
¦_
Upload Image
Allows to upload an image from the computer, review an assigned image, download it or remove from the portal.

Membership Portal

Includes the images that are used within the membership portal.
¦_
Preview Portal
Allows to preview portal with uploaded images.
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Name
Name of the element within a membership portal.
¦_
Size
Recommended size of a picture assigned to the element within a membership portal.
¦_
Value
Content of the selected element.
¦_
Upload Image
Allows to upload an image from the computer, review an assigned image, download it or remove from the portal.

Styles

Includes page style related settings.

Onboarding

Includes onboarding page style related settings.
¦_
Preview Page
Allows to preview onboarding page with the selected style options.
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Name
Name of the element within an onboarding page.
¦_
Value
Content of the selected element (color number or a name of the selected image).
¦_
Color Picker
Allows to select a particular color for the selected element.

Notifications

Includes notifications style related settings.
¦_
Preview Notification
Allows to preview a notification with the selected style option.
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Name
Name of the notification's element.
¦_
Value
Number of a color assigned to the element.
¦_
Color Picker
Allows to select a particular color for the selected element.

Statements and Receipts

Includes settings related to statements and receipts.
¦_
Preview Statement
Allows to preview a statement with the selected style option.
¦_
Enable/Disable
Allows a user to override the selected configuration.
¦_
Name
Name of the statement's or receipt's element.
¦_
Value
Number of a color assigned to the element.
¦_
Color Picker
Allows to select a particular color for the selected element.