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Installation Guide Admin Guide API

    Customer Portal Settings

    With Customer Portal Settings, you can transform the entire web portal page into a flexible and feasible customer portal by selecting or de-selecting the options you wish to provide to your customers. The customer portal settings differs when Business Units are enabled in the application. [Refer Customer Portal Settings when Business Units are Enabled for more information.]

     

    To access the Portals list view page:

    1. Click Admin tab in the header pane.

    2. Click Customer Portal Settings icon webportal-configurationicon under Accounts Settings block. The Portals page opens.

     

    The Portals page displays the portal details such as the URL to launch the customer portal, the date on which the portal was created, and the status of the portal.

     

    The following actions can be performed from the Actions drop down in the Portals page.

    • Manage: Customize the entire portal by selecting Manage option.

    • Enable: Enable the portal to make it available to the contacts by selecting Enable option.

    • Disable: Disable the portal to make the portal unavailable to the contacts by selecting Disable option.

     

    The customer portal can be customized using Customer Portal Settings page. It consists of the following tabs.

    • Portal Name

    • Customize Portal

     

    Portal Name

     

    You can specify a Portal Name to appear in the customer portal. Say SCP Customer Service Portal or Acme Customer Portal. You can also specify the Portal URL for the customer portal. The Portal Name and Portal URL are mandatory fields.

     

    Note

    note

     

    The URL specified here will be displayed in the Portals list view page under the Portal name. You can use this URL to launch the customer portal.

     

     

     

    Customize Portal

     

    You can use this tab to customize the portal content and portal color of your customer portal. The Customize Portal tab consists of the following sections:

    1. Portal Content

    2. Portal Color Customization

     

    1. Portal Content

     

    Select the content that needs to be displayed in the portal. The Portal Content section consists of four tabs.

     

    portal_content

    • Header: On the header you can display your company logo and specific URLs to the product or website. Enable the check box beside Logo to display the company logo in the customer portal. Enable the check box beside Links to add direct links from the customer portal. Enable the check box beside Footer to add footer details for the portal.

    portal-content

     

    To add direct links from the customer portal:

    1. Enable the check box beside Links.

    2. Click add_link_button Add Link.

    3. From the Add Links pop up, enter a Name to be displayed in the portal.

    4. Specify the Target URL in the field provided.

    5. Click Save to save the details. Enable the check box beside the newly added link to make it available in the customer portal. You can also edit and delete the links.

    To add footer details:

    1. Enable the check box beside Footer.

    2. Click Add Content link.

    3. From the Add Content pop up, enter the details to be displayed in the footer section of the portal.

    4. Click Save to save the details. You can also edit the footer details.

    Note

    note

     

    The footer details are applicable only for the Customer Portal home page and not for the users logged in through Customer Portal.

     

     

    • Content Area: Add links to instantly browse through solutions or a submit a ticket from the customer portal. You can customize the content area by adding new links or modifying the existing links. You can also make all the public announcements, recent solutions and popular solutions available to the customer on selecting the corresponding check box.

    1. Click add_link_button Add Link.

    2. From the Add Link pop up, specify a Name for the link.

    3. You can also represent the link in the form of an Icon. Click Browse to search for an icon for this link.

    4. If there are any relevant information, specify the same in Description field.

    5. Specify the Target URL and Save the details. Enable the check box beside the newly added link to make it available in the customer portal. You can also edit and delete the links.

     

    portal_content_area

    • Sidebar: Sidebarprovidesoptions for Login section to customers and also a Registration option for new customers. You can also provide options if an approval is required for the new customers from the drop down. Further, a Search Solutions field can be provided to search for the public solutions and a Sidebar box containing sections. To add sections, click on Add Section, enter the details and Save.

    portal_sidebar

    • Portal Options: In the Customer Portal, the following options can be provided to the customer by enabling the radio button; Show Business Units and Show Products. For non-logged-in users, enable the radio button to show solutions with All Topics, No Topics or Select Topic Template from the drop down to be displayed in the customer portal.

    portal_portal_options

     

     

    2. Portal Color Customization

     

    The Portal Color Customization section consists of five tabs.

     

    portal_color_customization

     

    Customize the header, content area, sidebar, tabs, and body background with portal color, font and size according to your choice by clicking the corresponding tabs. The changes made in this section can be instantly viewed in the Color Scheme Preview section. To preview the entire customer portal while customizing, click Full Screen Preview.

     

    To restore to the default color scheme, select Restore Default Color Scheme link. Click Apply Changes to apply the changes made.

     

    Note

    note

     

    1.Customer Portal Page can be accessed at http://<server_name>:<port>/portal

     

    2. The color schemes or themes are effected only for the customers who are logged in through Customer Portal.

     

     

     

    Customer Portal Settings when Business Units are Enabled

    When multi tenancy is enabled through Business Units and if the application has more than one Business Unit configured, you can add multiple portals in the application. A new portal can be added by clicking Add New Portal link in the Portals page. When you add a new portal, along with Portal Name and Customize Portal tab, you will also have the Associate Business Units tab using which you can associate Business Units to the portal in the Customer Portal Setting page. Once you create a portal, it gets listed in the Portals page. You can manage, disable, delete, or set the portal as default by selecting the appropriate option from the Actions drop down.

     

    Associate Business Units

     

    Business units can be associated to different customer portals configured in the application. This helps in providing a restrictive access for the contacts at business unit level to access the portal. When a business unit is associated with the portal, only the solutions and announcements of the associated business unit will be displayed in the Customer Portal welcome page. While submitting a ticket using the Customer Portal welcome page, the availability of products and business units also depends on the associate business unit setting.

     

    Once the contact logs on to the portal, the Business Unit to which the contact is associated is displayed.

     

    associate_business_unit

     

    To associate a business unit:

    1. Click the Associated Business Units tab.

    2. To associate a business unit, click the name of the business unit in the Available Business Units section.

    3. To remove the business unit, click the name of the business unit in the Selected Business Units section.

    4. Click Save.

    Note

    note

     

    You can also associate Business Units by clicking Associate link beside Business Units in the Portals list view page, if business units are not associated using the Associate Business Units tab.

     

     
     

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