Service Portal Settings

Service Portals allow for both registered users and guests.

To create a service portal:

1. > Customize > Service Portal > [New Service Portal]

2. 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__

3. Portal Features
   • Community -
   • Knowledge Base -
   • New Case Submission -
   • Add Registered Users to Team -
   • Allow Users to Self Register -

4. Guest Features
   • Create New Contact for Unmatched Email Address -

5. Branding
   • Header Logo -
   • Web Site URL -
   • Favicon -
   • Mobile Logo -
   • Page Background Color -

6. Email Templates
   • Invitation Email -
   • Case Response Email -
   • Auto Acknowledgement Email -