Add a custom header background image
You can now add a custom header background image. It's very easy to do. Go to settings, Customize Interface, and then click the link at the top of the page to upload a custom header image. The upload page has instructions and tips for usage.
Image size should be 1024 pixels wide. The height can ...
Can I change my portal host name (xxxx.gotomyaccounts.com)?
You can change the host name of your portal. This must be done with the Super User account only. Also, it is not advisable to change your portal host name frequently or without notifying all employees and customers who are users of your portal. Make sure to send out an announcement with the new U...
Can I customize the PDF invoice?
Yes. This is now possible, but requires a little HTML/CSS skills.
Refer to the following article and screencast for more details:
Invoice and Sales Order Template Primer (https://help.gotomyaccounts.com/kb/quick-tutorials/invoice-and-sales-order-template-primer)
If creating a custom template is...
Changing your web portal colors and fonts
GoToMyAccounts was designed to be flexible and you can change a lot about how the web portal will look. In fact, you can customize the look and feel of the portal to match your main website. You must login as a user with admin permissions to customize the user interface.
Here's how to do it:
Custom Menu Items Tutorial
In this video tutorial you can learn how to create and manage custom menu items which can appear in your customer portal.
GoToMyAccounts custom menu items tutorial
Implementing Single Sign-On (SSO) from another website
| Tip: If you are running WordPress, you can use our Single Sign On for GoToMyAccounts plugin (https://help.gotomyaccounts.com/kb/getting-started/how-to-setup-wordpress-single-sign-on-sso).
Single Sign-On (SSO) allows you to link seamlessly to your GTMA portal from another website. We provide sam...
I want a custom page or some custom functionality. Can this be done?
We have done customizations for many accounts. Contact us to inquire about custom functionality.
Setup your portal to use your own domain name
Thanks to some really cool new technology, it is now easier than ever (and FREE) to setup your portal to use your own domain name. In order to make this work, we utilize a dynamic certificate authority called Let's Encrypt (https://letsencrypt.org). With the Let's Encrypt CA, we are able to crea...