Activate Customisation settings

Available Customisation options include configuring display elements such as colour schemes and setting language preferences for improved accessibility and usability.

Apply Customisation strategies

Click Administration on the left side of the main page.
Go to the Add-ons tab. Select the Merchant portal and click it. The system redirects you to the respective page.
Then, navigate to the Configuration page by clicking it in the left sidebar menu.
Switch to the Customisation tab.

Public info

It includes the primary information about the Portal that should be available to all the Merchants who join it.
To add a Public name, enter the relevant data into the respective text field. Your Public name replaces Corefy in the Portal.
To specify the additional information that should be captured in the first place, ensure to add a Public description.

Styling

The Styling section provides the core settings for Customisation purposes. It includes setting logos, icons and switching between colours.

Styling option → applied	Description
Favicon	The Favicon is an image that represents your brand and appears in a browser tab. If you want to transfer the visuals directly from your Organisation, click Use Org icon. If you want to add new images, click Upload favicon. The image should be in the following format: PNG, JPG, and no more than 2 MB.
Icon	The Icon is an image that increases brand recognition and accompanies users along their user journey with you. If you want to transfer the visuals directly from your Organisation, click Use Org icon. If you want to add new images, click Upload icon. The image should be in the following format: PNG, JPG, and no more than 2 MB.
Logo	The Logo is a visual symbol that represents your business. It is one of the key elements of your brand identity. If you want to transfer the visuals directly from your Organisation, click Use Org logo. If you want to add new images, click Upload logo. The image should be in the following format: PNG, JPG, and no more than 2 MB.
Brand colour	It stands as the colour for the main interactive elements. This is a base colour for a palette of branded shades that fit into the Dashboard. To add the Brand colour, click the corresponding Colour Picker icon and choose the desired colour. Adjust the colour with the Eyedropper tool if needed. To set the level of colour transparency, click the Percentage icon and enter a number from 1 to 100.
Button text colour	It is the colour of all textual elements. Thus, it should be well aligned with the Brand colour for readability purposes. To add the Button text colour, follow the same process as described for the Brand colour above.
Neutral colour	It is the colour of all inputs and secondary elements. To add the Button text colour, follow the same process as described for the Brand colour above.
Black colour	It is a colour of a number of Corefy Dashboard labels. Therefore, you can switch the Corefy Black colour to any other colour that better suits your needs and brand style. To switch from the Black colour to another one, follow the same process as described for the Brand colour above.
Border radius	The option allows you to moderate the form of the interface elements: Click the corresponding combo box and change the preset of the rounded corners.

Preferences

The Preferences section allows you to set language preferences based on your needs, geography, business coverage, and the current objectives. In other words, you can set the limitations for the usage of specific languages.

To limit specific languages, enable the Limited languages toggle.
Then, select the languages you want to limit for your Merchants from the respective combo box.

External

The External settings comprise a set of specific URLs that you can provide, which should be available to all your Merchants.

Manage Critical settings

The Critical settings block includes options that allow you to manage the customisation process and discard it if it is no longer needed.

Go to the Critical settings section in the Customisation tab.
To set back the applied customisation settings to the original version, click Roll back changes.
To reset changes to the default state, click Reset to default.

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Both options create a new Version of the Merchant portal. To learn more, go to the [MP versions] guide.

Updated about 1 month ago

Option	Description
Privacy URL	This URL redirects users to the Privacy Policy, which outlines the security measures for data storage and transfer. It also specifies the alignment of data handling with the appropriate regulations.
Terms and Conditions URL	This URL refers to the mutually agreed-upon rules and responsibilities that must be taken into account when delivering the service and consenting to it.
Documentation URL	This URL serves as a link to white-label documentation that you can customise according to your branding and target audience.