Customize Connect

Connect handles standard credential submissions requirements without any setup required. Your Connect instance can also be customized in a few ways to fit your company's requirements.

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Are you looking for the legacy Connect customization documentation?

Documentation about how to customize the Legacy Connect originally launched with Utility Cloud can be found here. This documentation refers to the version of Connect that was launched with the Dashboard on January 4, 2024.

There are two primary ways to configure Connect. One way is adjusting settings that apply across all end-users from the Dashboard > Configuration > Connect page. The other is by customizing Connect for a particular end-user via URL query parameters.

General Customizations

Branding

Connect provides the ability to set your organizations brand image and the brand name you want all customers to see when Connect first opens. These fields can be configured in Connect from the Dashboard > Config > Connect page. We recommend using a square, 500 x 500 .png or .jpg image format for the best presentation.

Legal documents

Connect provides the ability to set the Terms of Service and Privacy Policy. If either is set, Connect will require that the user checks the box saying they acknowledge these. If you do not have a Terms of Service or Privacy Policy, no consent mechanism will show. These fields can be configured in Connect from the Dashboard > Config > Connect page.

As you make changes to the branding or legal contracts, you can see a preview of what it will look like in Connect. Changes are not deploying until you click the button to publish changes.

User-specific Customizations

You can modify Connect for each user session by modifying the Connect URL.

The Connect URL structure consists of the Base URL (https://arc-connect.arcadia.com) followed by an Organization ID (unique for each customer), and then URL parameters. A question mark is used to indicate the start of the parameters and an ampersand is used to separate any following parameters. The standard syntax of the URL looks like this:

<https://arc-connect.arcadia.com/><Organization Id>?parameter1=<Parameter1 Value>&parameter2=<Parameter2 Value>

Workflow configurations

The Connect workflow can be modified to blend better into your existing workflow. You will be able to pass in parameters to constrain the workflow to a specific provider.