How to Customize the User Portal and the Administration Panel

Apply your brand to the two surfaces the end customer sees and configure email with your identity.

In Plenit you work in white-label: the end customer sees your brand, not ours.

This guide walks you through the two surfaces you customize, the User portal (what the customer uses) and the Administration panel, and through the configuration of the email with which you address them.

The reason for the model lies in The end customer and the partner brand.

📘 What will you achieve?

The portal and the customer panel with your visual identity and your domain, and emails sent with your brand. From the customer's point of view, the service is yours.

Before you start

You need to be logged in and have customization permission over the organization. Have your logo, favicon, main color, and, if you are going to use your own domain, access to the DNS management for that domain ready.

1. Open Customization

Enter the organization and open Customization. You will see the two blocks you are going to configure, User portal and Administration panel, and the section for Email.

{/* 📸 CAPTURE 1 · Organization > Customization · highlight the User Portal, Administration Panel and Email blocks */}

Customization section of an organization

2. Customize the User Portal

Expand the block User portal and configure:

• Portal name and Description.
• Visual identity — Background image (with View Gallery), Logo, Favicon and the color Main (in format #hex).
• Own domain — enter your URL in its field. For it to work, create the record CNAME shown in the panel (table HOST · TYPE · VALUE) in your domain's DNS management. The button Reset returns to the default address.
• Certificate — choose Generate Let's Encrypt certificate or Upload my own certificate.

Click Save to apply the block, or Cancel to discard.

{/* 📸 CAPTURE 2 · Organization > Customization > User Portal · highlight visual identity, URL, CNAME and certificate */}

User Portal Customization

🚧 Use your own values

The panel still shows some inherited example name and domain. Ignore them and fill in your brand and your domain.

3. Customize the Administration Panel

Expand the block Administration panel and configure it with the same elements from the previous step: name, description, visual identity, domain with its CNAME and certificate. It is the surface from which you manage; the portal is the one the customer uses. Save when you're done.

4. Configure email

In Email defines how and with what appearance emails are sent to the end customer.

• Sending mode:

  • Use the established email template.
  • Send from a specific email account, through our mail servers. By choosing it, you specify the Sending email and the Display name.
• Appearance of sent emails:

  • Use the established email template.
  • Custom — you define the Organization name, the Logo, the color Main and the Email signature.

{/* 📸 CAPTURE 3 · Organization > Customization > Email · highlight Sending mode and Appearance of emails */}

Email settings in Customization

❗️ Enable SPF and DKIM

For emails to arrive correctly from your own account, you need to enable SPF and DKIM. When you complete and submit the form, we'll give you instructions on how to do it.

Before approving it, click Send test email and check that it arrives with your brand and with the appearance you have defined.

Conclusion

With customization ready, the end customer sees your portal, accesses it through your domain, and receives your emails.

You have configured the two surfaces and email, so the entire experience is presented with your brand and Plenit remains underneath as the platform that makes it possible.

Next steps

• Review each field in Customization.