---
title: "Settings"
slug: "settings"
updated: 2026-10-27T16:49:52Z
published: 2026-10-27T16:49:52Z
canonical: "help.idibilling.com/settings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

The **Settings** tab lets you customize the look and feel of the portal and grant or block subscribers’ access to certain functions.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/New Settings Page.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A28Z&se=2026-11-14T11%3A31%3A28Z&sr=c&sp=r&sig=fR%2FtW3pU84utCaWbUfe%2BlOrJso4HIgL9Xp2gMmAmivs%3D)

| Account Lock Indicators | This governs subscriber access to account lock settings. It defaults to disabled, preventing subscriber access. Toggle the setting to enable access for subscribers that use this profile. To toggle, click (expand) the setting to display a check box labeled **Account Locks Manageable by Subscribers**. Check the box to enable access. Uncheck it to disable access. For more on this, refer to the article on [Account Lock Indicators for Port Out and SIM Changes](https://help.idibilling.com/docs/account-lock-indicators-for-port-out-and-sim-changes-1) in the IDI Knowledge Center. |
| --- | --- |
| Theme | This lets you set the theme color for buttons, tabs, and labels. The default is blue. You can change the theme color to gray. The preview on the right lets you see what your chosen theme color will look like. |
| Color | This lets you set the color for the browser top bar. It defaults based on your selected theme color. It can be customized by manually adjusting the color gradient and clicking a pixel in the box, or by using the controls at the bottom. The controls at the bottom provide three options to type in the exact color: - Red/Green/Blue values - Hue/Saturation/Lightness values - Hex value ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/settings-image-fmj8hrpm.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A28Z&se=2026-11-14T11%3A31%3A28Z&sr=c&sp=r&sig=fR%2FtW3pU84utCaWbUfe%2BlOrJso4HIgL9Xp2gMmAmivs%3D) If you change the color, the **Reset** button lets you revert back to the default color for your selected theme if necessary. |
| Browser Title | The browser title defaults to *Customer Portal*. You can customize the title by entering a new one in the text box. If you change the title, the **Reset** button lets you revert back to original one. |
| Logos | Select custom logos for the log-in form, top bar, and favicon (browser icon on the top bar that represents the brand). See *Selecting Logos* below for details. |
| Currency | Set the currency symbol as appropriate for the market. It defaults to no symbol. You can specify a symbol as needed. |
| Default Bill Presentation | The drop-down menu lets you specify how bill charges are arranged: **Charges by Service** (default) or **Charges by Category**. |
| Contract Dates Display | This lets you choose to show or hide contract start/end dates. It defaults to hide dates. |
| Service Name | This lets you choose to make service names editable by subscribers. The default is to not let subscribers edit service names. |
| Paperless Billing | This lets you choose to show or hide paperless billing status for the account. If you choose to show the status (default), you can specify opt in and opt out messages, and choose to let or not let subscribers change their paperless billing status. If you choose *to not show* the status, the other options are hidden (not available). ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/settings-image-hh2ypb4y.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A28Z&se=2026-11-14T11%3A31%3A28Z&sr=c&sp=r&sig=fR%2FtW3pU84utCaWbUfe%2BlOrJso4HIgL9Xp2gMmAmivs%3D) |
| Payment Settings | This area provides two settings: - **Enable Apply to Invoice for One-Time Payments -** When making a one-time payment in Customer Portal, subscribers can allocate the payment to a specific invoice if this functionality is enabled in their profile. - **Force users to apply to invoice for One-Time Payments** - When **the above setting is enabled** this setting forces subscribers to select an open invoice for one-time payments. **Note**: Subscribers can still make a one-time payment toward the account when there are no open invoices. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/Force select invoice(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A28Z&se=2026-11-14T11%3A31%3A28Z&sr=c&sp=r&sig=fR%2FtW3pU84utCaWbUfe%2BlOrJso4HIgL9Xp2gMmAmivs%3D) |
| User Registration | This lets you choose whether or not to let subscribers self-register. |
| Force Single Sign-On | These options let administrators force subscribers to log in with OpenID Connect provider credentials. ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/settings-image-ge1ab3oe.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A28Z&se=2026-11-14T11%3A31%3A28Z&sr=c&sp=r&sig=fR%2FtW3pU84utCaWbUfe%2BlOrJso4HIgL9Xp2gMmAmivs%3D) - **Force Single Sign-On**: When enabled (checkbox checked), subscribers associated with this profile will be required to authenticate with OpenID Connect provider credentials. In this case, the IDI Customer Portal login page will not be available. The login mechanism will be according to the designated OpenID Connect provider as described in the How SSO Works section below. - **SSO Help Text**: Administrators can provide custom help text for subscribers if their profile enforces Single Sign-On. |

### Selecting Logos

**Note**: You’ll need to store logo images where you can browse to and select them as applicable during profile setup. Follow these sizing guidelines for logo images.

| Logo | Max. Pixel Dimensions | Max. Size |
| --- | --- | --- |
| Login | 64 X 250 | 2 MB |
| Top Bar | 64 X 175 | 2 MB |
| Favicon | Use a square image - 192 X 192 recommended | 2 MB |

Expanding the Logos option displays a dialog for selecting logos.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/settings-image-db430gfk.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A28Z&se=2026-11-14T11%3A31%3A28Z&sr=c&sp=r&sig=fR%2FtW3pU84utCaWbUfe%2BlOrJso4HIgL9Xp2gMmAmivs%3D)

Clicking on any *Set … Logo* button displays a form with logo specifications and a button to upload a new logo image.

![A screenshot of a login logo Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/settings-image-0z8tj65a.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A28Z&se=2026-11-14T11%3A31%3A28Z&sr=c&sp=r&sig=fR%2FtW3pU84utCaWbUfe%2BlOrJso4HIgL9Xp2gMmAmivs%3D)

Clicking **Upload New Logo** displays a file explorer for browsing to the logo image.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/settings-image-f9z7tznr.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A28Z&se=2026-11-14T11%3A31%3A28Z&sr=c&sp=r&sig=fR%2FtW3pU84utCaWbUfe%2BlOrJso4HIgL9Xp2gMmAmivs%3D)