Service Portal Config

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Revision as of 18:53, 13 May 2013 by imported>Aeric (Created page with "To configure the Service Portal, you start by selecting the features you want: # Go to '''File:GearIcon.png > Channels > Service Portal''' File:CustomizePortalOption.png...")
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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. File:ConfigureServicePortal.png"

  1. 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

CustomizePortalFeatures.png

  1. 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 Facebook, Twitter, or 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.

  1. You can also upload a logo image and customize the Service Portal in other ways.

For more information, see: Branding ServiceDesk for your Organization. Note: For a complete list of Service Portal configuration options, see the Service Portal Settings. The remainder of this article tells you more about how to work with the Community and Knowledge Base features.