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  • Customer Portal configuration

Customer Portal configuration

You can overwrite the default configuration of the Customer Portal to fit its capabilities to the unique needs of your business.

corporate SiteAccess

The predefined corporate SiteAccess in corporate_group (configured in config/packages/ibexa.yaml) serves the Customer Portal. If you need a multisite setup with multiple Customer Portals, add any additional SiteAccesses to corporate_group.

Customer identifier

ibexa_default_settings.yaml contains a setting that indicates what content types should be treated like Users in terms of, for example, usage in UserService:

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ibexa:
    system:
        default:
            user_content_type_identifier: ['user', 'customer']

Roles and policies

You can add custom roles to your installation by listing them under the ibexa.site_access.config.default.corporate_accounts.roles configuration. This key overwrites the default list set in vendor/ibexa/corporate-account/src/bundle/Resources/config/default_settings.yaml (the following example redeclares them for clarity):

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parameters:
    ibexa.site_access.config.default.corporate_accounts.roles:
        admin: Company Admin
        buyer: Company Buyer
        custom_role: Company Assistant

You can do it per SiteAccess or SiteAccess group by using SiteAccess-aware configuration.

Content type names

You can change names of default content types by assigning what content types should be used to describe Company and Member in the back office. Proceed only if you already have a Company content type in your system, and you don't want to change its identifier.

Configuration for content type names is placed under the ibexa_corporate_account key, like shown in Ibexa\Bundle\CorporateAccount\DependencyInjection\Configuration. To change content type names, adjust corporate account configuration in the following way:

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ibexa_corporate_account:
    content_type_mappings:
        company: your_ct_identifier

Migration

If you decide to change deafult names of content types, during migration you have to adjust files accordingly.

Registration

You can define what fields are required in the Customer Portal registration form. To do so, create and configure user registration form.

Address

With the Address field type, you can customize address fields and configure them per country. To learn more, see Address field type documentation.

Templates

You can also define new templates for, among others: invitation email, reset password message and the information screens after any of the user's actions.

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ibexa:
    system:
        site_group:
            content_view:
                full:
                  confirmation_page:
                        template: "@@ibexadesign/customer_portal/account/forgot_password/confirmation_page.html.twig"
                        match:
                            Identifier\ContentType: confirmation_page

Order management

Reviewing pending and past orders in Customer Portal requires that you configure all currencies that any of the customers may use under the ibexa.system.<siteaccess_name>.product_catalog.currencies key. The first currency from the list is then used for filtering the orders list and calculating the Average order and Total amount values.

For more information, see Enable purchasing products.