The Global settings determine what options will be available globally in the Policyholder portal. Some of the settings are read only.
To enable or disable Global settings:
- Go to the Settings dashboard.
- Select Global under Settings in the sidebar.
- Under a global setting, there are several options:
- For the toggle options: Select the toggle to enable/disable. Disabled toggles are gray; enabled toggles are blue.
- For text boxes: Type the text.
- For dropdown lists: Select a value.
Table 1 summarizes the Global settings.
| Setting | Default | Read only? | Description |
| Allowed File Types for Upload | image/*, video/*, application/pdf, .xls, .xlsx, .doc, .docx, .txt, .rtf | Yes | This setting contains a comma-separated list of file extensions and mime-types that a user is allowed to upload as a policy document or claim attachment. |
| Application Version | Current version of the application | Yes | Application version number. |
| Blacklisted Policy Types | Disabled | Yes | A list of policy types that are currently not supported and will be excluded from the Policyholder portal. |
| Carrier Additional Wording | Disabled | No | If the setting is enabled, this wording stored in the content entry, Additional carrier wording in the Global section, will be included on the carrier contact page. |
| Carrier Name | Disabled | No | Used for setting part of the title in Desktop Portal. |
| Currency Format | $0.00 | No | Currency format in the Policyholder portal. We currently only support U.S. currency. |
| Default Language | English | No | The language option entered here will be the default language used in the Policyholder portal. Supported language options are English or Spanish. |
| Display Language Selection | Enabled | No | This selection will be used to set the new user’s preferred language.If the setting is disabled, the language selection on the login screen will not display.The new user’s preferred language will be set to the default language.When the user is enrolled:If the setting is enabled and the Default Language setting is set to English, a link on the login screen will display to allow the user to change to Spanish.If the setting is enabled and the Default Language setting is Spanish, a link on the login screen will display to allow the user to change to English.If the setting is disabled, the link on the login screen will not display." data-order="During enrollment: If the setting is enabled, a language selection list will appear at the bottom of the login screen to change the default language. This selection will be used to set the new user’s preferred language.If the setting is disabled, the language selection on the login screen will not display.The new user’s preferred language will be set to the default language.When the user is enrolled:If the setting is enabled and the Default Language setting is set to English, a link on the login screen will display to allow the user to change to Spanish.If the setting is enabled and the Default Language setting is Spanish, a link on the login screen will display to allow the user to change to English.If the setting is disabled, the link on the login screen will not display." style="box-sizing: content-box; margin: 0px; padding: 8px 10px; border-top: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); border-bottom: none; border-left: 1px solid rgb(222, 222, 222); border-image: initial; outline: 0px; font-variant: inherit; font-stretch: inherit; line-height: inherit; vertical-align: top; font-family: inherit; font-size: 16px; font-style: inherit; font-weight: normal; text-align: left; white-space: normal !important; word-break: initial !important; overflow-wrap: initial !important; background-color: inherit;"During enrollment: If the setting is enabled, a language selection list will appear at the bottom of the login screen to change the default language.This selection will be used to set the new user’s preferred language.If the setting is disabled, the language selection on the login screen will not display.The new user’s preferred language will be set to the default language.When the user is enrolled:If the setting is enabled and the Default Language setting is set to English, a link on the login screen will display to allow the user to change to Spanish.If the setting is enabled and the Default Language setting is Spanish, a link on the login screen will display to allow the user to change to English.If the setting is disabled, the link on the login screen will not display. |
| Document Delivery Choice | Enabled | No | If the setting is disabled, the Choose a Document Delivery Method section will not display.When user is enrolled:If the setting is enabled, the Choose a Document Delivery Method section will display on the Account screen.If the setting is disabled, the Choose a Document Delivery Method section will not display." data-order="During Enrollment: If the setting is enabled, the Choose a Document Delivery Method section will display on Account screen.If the setting is disabled, the Choose a Document Delivery Method section will not display.When user is enrolled:If the setting is enabled, the Choose a Document Delivery Method section will display on the Account screen.If the setting is disabled, the Choose a Document Delivery Method section will not display." style="box-sizing: content-box; margin: 0px; padding: 8px 10px; border-top: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); border-bottom: none; border-left: 1px solid rgb(222, 222, 222); border-image: initial; outline: 0px; font-variant: inherit; font-stretch: inherit; line-height: inherit; vertical-align: top; font-family: inherit; font-size: 16px; font-style: inherit; font-weight: normal; text-align: left; white-space: normal !important; word-break: initial !important; overflow-wrap: initial !important; background-color: inherit;"During Enrollment: If the setting is enabled, the Choose a Document Delivery Method section will display on Account screen.If the setting is disabled, the Choose a Document Delivery Method section will not display.When user is enrolled:If the setting is enabled, the Choose a Document Delivery Method section will display on the Account screen.If the setting is disabled, the Choose a Document Delivery Method section will not display. |
| Edelivery Expiration Age | 180 | Yes | Age being determined by import date (create_on) and print date (print_date). If both of them exceeded expiration duration – record should be deleted. Delete process is turned off if the value is 0." data-order="A daily job deletes EDelivery and EDeliveryUserEvent entities when the age exceeds this value (in days). Age being determined by import date (create_on) and print date (print_date). If both of them exceeded expiration duration – record should be deleted. Delete process is turned off if the value is 0." style="box-sizing: content-box; margin: 0px; padding: 8px 10px; border-top: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); border-bottom: none; border-left: 1px solid rgb(222, 222, 222); border-image: initial; outline: 0px; font-variant: inherit; font-stretch: inherit; line-height: inherit; vertical-align: top; font-family: inherit; font-size: 16px; font-style: inherit; font-weight: normal; text-align: left; white-space: normal !important; word-break: initial !important; overflow-wrap: initial !important; background-color: inherit;"A daily job deletes EDelivery and EDeliveryUserEvent entities when the age exceeds this value (in days).Age being determined by import date (create_on) and print date (print_date). If both of them exceeded expiration duration – record should be deleted.Delete process is turned off if the value is 0. |
| Emails Expiration Age | 180 | No | Daily job deletes EmailGroupEvent and EmailEvent entities which age exceeds this value (in days). Delete process is turned off if the value is 0. |
| Enable Touch or Face ID | Disabled | No | If the setting is enabled, the user will be able to use fingerprint or facial recognition to log in to the mobile app, if the device has the capability. |
| Hide Agent and Agency Contact Info | Disabled | No | If the setting is enabled the agent/agency contact information will not display under contacts. |
| Hide Agent Email Address | Enabled | No | If the setting is disabled, the agent email address will display on the Your Agent screen." data-order="If the setting is enabled, the agent email address will not display on the Your Agent screen.If the setting is disabled, the agent email address will display on the Your Agent screen." style="box-sizing: content-box; margin: 0px; padding: 8px 10px; border-top: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); border-bottom: none; border-left: 1px solid rgb(222, 222, 222); border-image: initial; outline: 0px; font-variant: inherit; font-stretch: inherit; line-height: inherit; vertical-align: top; font-family: inherit; font-size: 16px; font-style: inherit; font-weight: normal; text-align: left; white-space: normal !important; word-break: initial !important; overflow-wrap: initial !important; background-color: inherit;"If the setting is enabled, the agent email address will not display on the Your Agent screen.If the setting is disabled, the agent email address will display on the Your Agent screen. |
| Hide Agent Loss Photos | DIsabled | No | If the setting is enabled, the insured will not see any agent uploaded loss photos. |
| Hide Agent Property Photos | Disabled | No | If the setting is enabled, the insured will not see any agent uploaded property photos. |
| Hide Location Details | Disabled | No | If the setting is enabled, the location detail will not display the location detail or allow the user to upload property photos. |
| Insured Messages Expiration Age | 180 | No | Daily job deletes InsuredMessage entities which age exceeds this value (in days). Delete process is turned off if the value is 0. |
| mobile_application_name | Policyholder Portal | Yes | Displays under the app icon on iPhone or Android. Can be overridden in Apple Developer or Google Play account page. |
| Show Canceled Policies | Disabled | No | Displays canceled policies if set to True, but users can’t perform certain actions. |
| Support Message Translation | Enabled | No | If the setting is enabled, all Message Center messages will be translated to the user’s preferred language. |
| User Actions Expiration Age | 360 | Yes | Daily job deletes InsuredActions entities with age exceeding this value (in days). Delete process is turned off if the value is 0. |
| Use Type Label for Other Addresses | Disabled | No | If a type is entered in for Type Label then that Address Type Label will display on Your Agent and Your Carrier screens." data-order="If enabled, you can customize the Address Label “Other” in BriteCore to set a new label to an Agent or Carrier Address. If a type is entered in for Type Label then that Address Type Label will display on Your Agent and Your Carrier screens." style="box-sizing: content-box; margin: 0px; padding: 8px 10px; border: 1px solid rgb(222, 222, 222); outline: 0px; font-variant: inherit; font-stretch: inherit; line-height: inherit; vertical-align: top; font-family: inherit; font-size: 16px; font-style: inherit; font-weight: normal; text-align: left; white-space: normal !important; word-break: initial !important; overflow-wrap: initial !important; background-color: inherit;"If enabled, you can customize the Address Label “Other” in BriteCore to set a new label to an Agent or Carrier Address.If a type is entered in for Type Label then that Address Type Label will display on Your Agent and Your Carrier screens. |
Table 1: Global settings descriptions.