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Difference between revisions of "Service Portal Config"

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To configure the Service Portal, you start by selecting the features you want:
To configure the Service Portal, you start by selecting the features you want:
# Go to '''[[File:GearIcon.png]] > Channels > Service Portal'''
# Go to '''[[File:GearIcon.png]] > Channels > Service Portal'''
 
#:[[File:CustomizePortalOption.png]]
[[File:CustomizePortalOption.png]]
#:The '''Configure Service Portal''' page opens.
 
#:[[File:ConfigureServicePortal.png]]
The '''Configure''' '''Service Portal page''' opens''.''
[[File:ConfigureServicePortal.png"]]
# Under '''Portal Features''':  
# Under '''Portal Features''':  
## Click the '''Community''' checkbox to let users interact with each other
## Click the '''Community''' checkbox to let users interact with each other
## Click the '''Knowledge Base''' checkbox to give users access to articles you\’ve published
## Click the '''Knowledge Base''' checkbox to give users access to articles you've published
[[File:CustomizePortalFeatures.png]]
#:: In the portal, the '''Cases''' tab lets customers create new cases and monitor cases they have created.
# Next decide if you\’ll allow users to register themselves:  
#:: These options create additional tabs that portal users can access.
[[File:CasePortalRegistrationOption.png]]
#:[[File:CustomizePortalFeatures.png]]
'''Self-registration''' is generally useful for business-to-consumer (B2C) support, where customers may have purchased your products through a retail channel. When customers visit your Service Portal, they can then login using their Facebook, Twitter, or Google ID--or they can create a new username and password at the portal site.
# <span id="self_registration">Next decide if you'll allow users to register themselves:</span>
For B2B support, this option is generally disabled. When it is, customers can register only when you [[ServicePortal Invitations\|send them an invitation]].
#:[[File:CasePortalRegistrationOption.png]]
#:'''Self-registration''' is generally useful for business-to-consumer (B2C) support, where customers may have purchased your products through a retail channel. When customers visit your Service Portal, they can then login using their Google ID--or they can create a new username and password at the portal site.
#: For B2B support, this option is generally disabled. When it is, customers can register only when you [[ServicePortal Invitations|send them an invitation]].
# You can also upload a logo image and customize the Service Portal in other ways.
# You can also upload a logo image and customize the Service Portal in other ways.
For more information, see: [[ServiceDesk Branding\|Branding ServiceDesk for your Organization]].
#: ''Learn more:''
'''Note:'''
#:: [[Branding Applications for Your Organization]]
For a complete list of Service Portal configuration options, see the [[Service Portal Settings]].
#:: [[Service Portal Settings]], for a complete list of settings
The remainder of this article tells you more about how to work with the Community and Knowledge Base features.
<noinclude>
 
[[Category:Configuration]]
[[Category:Service Portal]]
</noinclude>

Latest revision as of 09:52, 4 July 2019

To configure the Service Portal, you start by selecting the features you want:

  1. Go to GearIcon.png > Channels > Service Portal
    CustomizePortalOption.png
    The Configure Service Portal page opens.
    ConfigureServicePortal.png
  2. Under Portal Features:
    1. Click the Community checkbox to let users interact with each other
    2. Click the Knowledge Base checkbox to give users access to articles you've published
    In the portal, the Cases tab lets customers create new cases and monitor cases they have created.
    These options create additional tabs that portal users can access.
    CustomizePortalFeatures.png
  3. Next decide if you'll allow users to register themselves:
    CasePortalRegistrationOption.png
    Self-registration is generally useful for business-to-consumer (B2C) support, where customers may have purchased your products through a retail channel. When customers visit your Service Portal, they can then login using their Google ID--or they can create a new username and password at the portal site.
    For B2B support, this option is generally disabled. When it is, customers can register only when you send them an invitation.
  4. You can also upload a logo image and customize the Service Portal in other ways.
    Learn more:
    Branding Applications for Your Organization
    Service Portal Settings, for a complete list of settings
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