Organization NameCopied!

This name of your Organization. This is generally only used within the Portal, it will not appear within your Copilot solution. This setting allows you to set/update your organization’s name which will display.

UsersCopied!

A list of user email addresses that are granted read and write permissions for managing options within the FinChat Partner Portal. These users have administrative privileges, allowing them to configure and update all settings in the portal.

For security and effective access management, ensure that only authorized personnel are included in this list.

DomainsCopied!

list of authorized domains permitted to embed the Copilot application. Only the domains specified in this list will be able to integrate and utilize the Copilot embed on their platforms.

Ensure the list is kept up-to-date to maintain control over where Copilot can be deployed.

Testing CredentialsCopied!

This settings is generally used to give a QA/support team access to the platform to perform testing on your Embed solution. The parameters below should give a user access to the provided URL so they can test your application.

Test URL

The URL for the QA tester to visit and use the provided credentials.

Email/User

The test account’s email or username to login to view the application through the URL provided above.

Password

The password to use to gain access to the account associated with the email/username provided above.

Notes

Any other notes the test user should know to access/test your application.