Difference between revisions of "Service Portal Settings"

Revision as of 23:26, 30 October 2012

> Customize > Service Portal > [New Service Portal]
Basic Information
- Title - Give the portal a name you'll recognize when it's displayed in a list with other portals
- Description - Describe the audience or product the portal is intended for, and how it will be used.
  This information is especially helpful when there are multiple portals.
- Active - Check this box to make the portal usable. Clear it to disable the portal without removing it.
- Portal Login URL - The URL is generated when the portal is created.
  This is the URL you will put into your emails and websites.
- Logout URL - The URL that guests will go to after they logout.
  Typically, this is a page on your organization's website.
  
  Defaults to __TBD__
- Solution Category - __TBD__
Portal Features
- Community -
- Knowledge Base -
- New Case Submission -
- Add Registered Users to Team -
- Allow Users to Self Register -
Guest Features
- Create New Contact for Unmatched Email Address -
Branding
- Header Logo -
- Web Site URL -
- Favicon -
- Mobile Logo -
- Page Background Color -
Email Templates
- Invitation Email -
- Case Response Email -
- Auto Acknowledgement Email -

@@ Line 4: / Line 4: @@
 #* '''Title -''' Give the portal a name you'll recognize when it's displayed in a list with other portals
 #* ''Description -'' Describe the audience or product the portal is intended for, and how it will be used.
-#*: (This information is especially helpful when there are multiple portals.)
+#*: This information is especially helpful when there are multiple portals.
 #* ''Active -'' Check this box to make the portal usable. Clear it to disable the portal without removing it.
-#* ''Portal Login URL -''
+#* ''Portal Login URL -'' The URL is generated when the portal is created.
-#* ''Logout URL -''
+#*: This is the URL you will put into your emails and websites.
-#* ''Solution Category -''
+#* ''Logout URL -'' The URL that guests will go to after they logout.
+#*: Typically, this is a page on your organization's website.
+#*: Defaults to {{TBD|}}
+#* ''Solution Category -'' {{TBD|}}
 #:
 # '''''Portal Features'''''
@@ Line 26: / Line 29: @@
 #* ''Mobile Logo -''
 #* ''Page Background Color -''
+#:
+# '''''Email Templates'''''
+#* ''Invitation Email -''
+#* ''Case Response Email -''
+#* ''Auto Acknowledgement Email -''