Difference between revisions of "Service Portal Settings"
From AgileApps Support Wiki
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<noinclude>__NOTOC__</noinclude> | <noinclude>__NOTOC__</noinclude> | ||
To set up the Support Portal: | To set up the Support Portal: | ||
# '''[[File:GearIcon.png]] | # '''[[File:GearIcon.png]] > Service Portal''' | ||
# Fill in the information below | # Fill in the information below | ||
# Click '''[Save]''' | # Click '''[Save]''' |
Revision as of 23:16, 8 March 2013
To set up the Support Portal:
- Learn more: About the Support Portal
Basic Information
- Title - Change the portal name if you like, or leave it as "{YourCompanyName} Support Portal". (It's only displayed internally.)
- Description - Describe the audience or product the portal is intended for, and how it will be used.
- Active - Check this box to make the portal usable. Clear it to disable the portal without removing it.
Portal Features
- Community - Allow registered portal users to interact with each other.
- Knowledge Base - Allow registered portal users to access articles published in your Knowledge Base.
- New Case Submission - Allow registered portal users to submit new cases using the Support Portal.
- Add Registered Users to Team - Use the default Service Portal Users Team.
- This choice separates portal users from all other ServiceDesk users
- It also takes advantage of the default Service Portal Data Sharing Policy, which allows cases created by portal users to be accessed by internal users.
- Allow Users to Self Register - Allow someone who visits your portal to register themselves. Leaving this box unchecked means that only users who receive an invitation can become registered users.
- Learn more: Self Registration
Guest Features
- Create New Contact for Unmatched Email Address - When a guest user supplies an email address that doesn't match an existing Contact, create a new entry with that address.
- Select this option to expedite future email communications.
Branding
- Header Logo - Upload your organization's logo image.
- Standard logo size is 98 pixels wide by 24 pixels high
- Realistic maximum size is up to 600 pixels wide by 32 pixels high
- Web Site URL - Enter the URL the users go to when they click on your logo.
- Typically, this is the organization's web site.
- Favicon - Upload a small favicon image that displays in the browser's address bar, in bookmarks, and in browser tabs.
- Mobile Logo - Upload an image that will be seen by users who access the portal over a mobile device.
- Page Background Color - Select a background color for the page.
Email Templates
Click on these templates to customize them, or use them as they are:
- Invitation Email - Use this template when sending someone an invitation to use the Service Portal.
- Case Response Email - This template is used when an agent sends a message to customer.
- Different portals will use different templates, so that each template can contain logos and links that are appropriate for the product or service supported through that portal.
- Auto Acknowledgement Email - This template is used to acknowledge receipt of a case submitted through the portal.