Set Up Your Configuration Settings in GateWay

Describes how to set up your GateWay configuration preferences in the GateWay administration panel.

Type

How to

Audience

GateWay Administrator

Products

GateWay administration panel

 

Context

Use the configuration settings in the GateWay administration panel to control the appearance and company information that displays to your customers in the customer access portal. You can set up the following information:

  • Your company divisions
    Note: See: “Sync Your GateWay Divisions with SRM”, “Search the List of Divisions in GateWay”, or “Edit a Division in GateWay” for more information.
  • Your email server settings
    Note: See: “Set Up Your Email Templates in GateWay” for more information.
  • Company information such as address and phone number
  • Contact information such as recipient email addresses for pickup requests and reservations
  • Number of items that display on a page at a time
  • Default rental period 
  • Minimum required days out for rental
  • Texada Pay integration
    Note: See: “About the GateWay integration with Texada Pay” for more information.
  • Credit application website address
  • Number of hours’ notice required for a return

Before You Begin

Required: Internet connection, valid GateWay account, valid login credentials and access permissions 

 

Steps

To set up your configuration settings, do the following:

  1. In the administration panel header bar, navigate to Settings > Config Settings
    The Config Settings page opens in the main area
  2. Optional: To set up your company information as it appears in the customer access portal, do the following:
    1. Do any of the following that apply to your company:
      1. To set the company name, click Edit next to COMPANY NAME
      2. To set the company phone number, click Edit next to PHONE
      3. To set the company address, click Edit next to ADDRESSONE
      4. To add additional company address information, click Edit next to ADDRESSTWO
      A field opens in the Setting Value column next to the appropriate setting
    2. Type the company information in the available field and click Save
      Your company information is set up
  3. Optional: To set up the default maximum number of items, such as rental contracts that can appear on a single page in a list in the customer access portal, do the following:
    1. Click Edit next to ITEMS PER PAGE
      A field opens in the Setting Value column next to ITEMS PER PAGE
    2. Type the number of items per page in the available field and click Save
    The items per page is set up
  4. Optional: To set up the email contacts for your company, as they appear in the customer access portal, do the following:
    1. Do any of the following that apply to your company:
      1. To set the contact email for customers that need to make a pickup request, click Edit next to PICKUP REQUEST EMAIL
        Note: the individual with this address is the person at your company that handles all pickup requests
      2. To set the contact email for customers that need to make a reservation request, click Edit next to RESERVATION REQUEST EMAIL
        Note: the individual with this address is the person at your company that handles all reservation requests
      3. To set the contact email for customers that need to make a service request, click Edit next to SERVICE REQUEST EMAIL
        Note: the individual with this address is the person at your company that handles all service requests
      4. To set the contact email for customers that need to make an accounts receivable/billing inquiry, click Edit next to ACCOUNTS RECEIVABLE EMAIL
        Note: the individual with this address is the person at your company that handles all billing inquiries
      A field opens in the Setting Value column next to the appropriate setting
    2. Type the email address in the available field and click Save
      The contact email information is set up
  5. Optional: To set the default rental period in days as it will appear in both the customer access portal and ecommerce, do the following:
    1. Click Edit next to Default Rental Period in Days
      A field opens in the Setting Value column next to the appropriate setting
    2. Type the number of days for the default rental period in the available field and click Save
      The default rental period in days is set up
  6. Optional: To set the default minimum required number of days for a rental as it will appear in both the customer access portal and ecommerce, do the following:
    1. Click Edit next to Minimum Days out for Rental
      A field opens in the Setting Value column next to the appropriate setting
    2. Type the minimum number of days required for a rental in the available field and click Save
      The minimum required number of days for a rental is set up
  7. Optional: To set the default credit application website address link as it will appear in both the customer access portal and ecommerce, do the following:
    1. Click Edit next to Credit Application Url
      A field opens in the Setting Value column next to the appropriate setting
    2. Type the website URL address for the credit application website you need in the available field and click Save
      The credit application website link is set up
  8. Optional: To set the default minimum required hours of advance notice that your company needs for a rental return as it will appear in both the customer access portal and on your ecommerce website, do the following:
    1. Click Edit next to Notice Required for Returns (hours)
      A field opens in the Setting Value column next to the appropriate setting
    2. Type the minimum number of hours’ notice required for a rental return in the available field and click Save
      The minimum required hours of advance notice your company needs is set up

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