Embed Benji Pays in Your HaloPSA Self-Serve Portal (iFrame)

If you would like to have the Benji Pays customer portal directly embedded within the Halo PSA self-serve portal, we now have that as an option.

This image shows the Halo PSA navigation at the top with the Benji Pays customer portal embedded within the Halo PSA self-serve portal. This is easy to set up as shown below.

Requirements

There are two requirements for the iFrame to work:

1.    SSO must be configured between Halo and Benji Pays within your Customer Portal settings. Please refer to the related article for detailed setup instructions.

2.    You must have a custom domain configured for your Benji Pays Customer Portal that uses the same root domain as your Halo PSA self-service portal (for example, haloportal.yourdomain.com and benjipaysportal.yourdomain.com). To set up a custom domain, please contact us at support@benjipays.com.

eg. 

• HaloPSA Portal Domain: portal.yourcompanyname.com
• Benji Pays Custom Domain: billing.yourcompanyname.com

Configuration

Once you have the above prerequisites in place, you can add the iFrame as follows.

1. Log into your HaloPSA account, and go to Configuration >> Self Service Portal

2. Scroll down to the "Menu Buttons" section and click "Add"

3. Select "Custom HTML Page"

4. Change the setting from "show when not logged in and when logged in" to "show when logged in"

5. Paste the code below into the Custom HTML box, and be sure to replace the URL with your Direct Login SSO link.

<iframe width="100%" height="100%" src="direct login url from SSO setup">
</iframe>