Configuring Client Interface Global Settings Estimated Reading Time: 5 Minutes This page determines what self-service functions you want to enable for your clients to perform in your Client Portal. If you want to enable any of these functions, ensure the corresponding menu links are also enabled. Access the Global Settings Page From the Ubersmith Dashboard, click Settings. The Settings page appears. From the Global Settings – Client Interface section, click Global Settings. The Global Settings page appears. Complete the Support Settings Section This section enables support tickets to be submitted from the Client Portal. In the Can clients submit new support tickets online field, select Yes to display and enable the Submit New Ticket link. Complete the Credit Card Settings Section In the Can clients add credit cards online field, select Yes to enable the add credit card link in the Credit Cards section accessed from the Payment Methods link in the Client Portal. Your clients can then add their own credit cards for payments. In the Can clients update credit card info online field, select Yes to enable the edit link in the Credit Cards section accessed from the Payment Methods link in the Client Portal. Your clients can then update their own credit cards information for payments. In the Can clients delete credit card info online field, select Yes to enable the delete link in the Credit Cards section accessed from the Payment Methods link in the Client Portal. Your clients can then delete their own credit cards. Complete the Bank Account Settings Section In the Can clients add bank account info online field, select Yes to enable the add bank account link in the Bank Accounts section accessed from the Payment Methods link in the Client Portal. Your clients can then add their own checking or savings account for payments. In the Can clients update bank account info online field, select Yes to enable the edit link in the Bank Accounts section accessed from the Payment Methods link in the Client Portal. Your clients can update their own checking or savings account for payments. In the Can clients delete bank account info online field, select Yes to enable the delete link in the Bank Accounts section accessed from the Payment Methods link in the Client Portal. Your clients can then delete their own checking or savings account. Complete the Billing Agreement Settings Section Billing agreements allow your clients to establish recurring payments through PayPal or WorldPay without the need to store their credit card data. In order to enable this feature, you will need to first add billing agreements. In the Can clients create billing agreements online field, select Yes to enable the add PayPal billing agreement and/or add WorldPay billing agreement link in the Billing Agreements section accessed from the Payment Methods link in the Client Portal. Your clients can then add their own billing agreement for payments from PayPal and WorldPay. In the Can clients delete billing agreements online field, select Yes to enable the delete link in the Billing Agreements section accessed from the Payment Methods link in the Client Portal. Your clients can then delete their own PayPal and WorldPay billing agreement. Complete the Payment Settings Section In the Accept online payments from clients field, select Yes to accept online payments from your clients. This enables the Pay Online link on the View Invoices page, accessed from the View Invoices link in the Client Portal. Complete the Tax Exemptions Settings Section In the Allow clients to manage their tax exceptions field, select Yes to add and update tax exemptions through the Client Portal. In the Notify this address when a client adds a tax exemption field, enter the email address to receive the notification. Once an exemption is submitted, it will need to be approved. Complete the Contact Information Section In the Can client modify their information field, select Yes to enable the edit link in the Address & Contact Information section accessed from the View Profile link in the Client Portal. Your clients can then update their own contact information. In the Can clients modify their contact list field, select Yes to enable the edit link in the Authorized Contacts section accessed from the View Profile link in the Client Portal. Your clients can then update their own authorized contacts. In the Can clients modify their contact facilities access field, select Yes to enable the add contact, edit, and remove links on the Facilities page accessed from the View Facilities link in the Client Portal. Your clients can then add contacts, update, and remove their own facility authorized contacts. In the Notify this address when a client updates their contact information field, enter the email address to receive the notification. In the How many months before a client’s password expires and must be reset field, enter the number of months. Complete the Device Manager Section In the Allow clients to view log entries for their devices field, select No Access to disable the device log, select Since Assignment to allow your clients to see all log entries since the device was assigned to them, or select Full Access to allow your clients to see the device's full lifetime log entries. In the Allow clients to add, edit, and delete monitors for devices owned by them field, select Yes to enable the add monitor, edit, and delete links on the Monitors page accessed from the View Devices link in the Client Portal. Your clients can then add, update, and remove their own monitors. Save Your Configuration Settings Click Submit.