This guide explains what the tabs on the Settings drop down menu mean.
Admin Panel: Shows sync’d staff members and Office info
Notifications: Allows detailed controls on which types of notifications (email and AIMI Popups) are active and which staff member(s) receive them.
• Add a custom graphic and change the portal’s color
• Control if clients can delete uploaded files
• Turn Folder view on/off
• Turn Invoice and Payments tabs off (recommended if not using portal billing features)
• API key: Used to register portal with WorkSpace
Billing: Allows you to set up the integration with the various vendors which WorkSpace Portal supports in order to receive payments from clients electronically. You’ll need to have already set up accounts with one or more of the listed vendors and enter the appropriate accounting information into the fields provided. Once this is completed, your clients will be able to make payments on synced invoices through the Portal.
Check-in: Control which contact info fields are visible and required upon check-in (kiosk feature).
Login Widget: Allows you to copy the HTML code necessary to create a login widget on your own website. You can do this by pasting the widget code into the code of your website. This should be handled by your website designer or webmaster.
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