Customer Portal Settings

Customer Portal Settings

To set up a customer portal: 

    1. Go to Admin>>Users>>Customer Portal Settings (if only one portal is configured) or go to Global Settings>> Customer Portal Settings (if multiple portals are configured).

    2. Click New portal and then provide portal name and URL and click Create Portal.

    3. To customize portal content, go to Customize Portal tab select the required content under each section. The available sections are as follows.

Section

Available options

Header and Footer

Logo, portal name, login, custom Links and Footer.

Content Area

Search solution, announcements, recent solution,  custom links, popular solutions and custom sections.

Portal options

    1. Select New user account registration checkbox to allow new user registration from customer portal. Also, select the appropriate option to mandate approvals for user registration.

    2. Select Show solutions view for non-logged-in users to allow unregistered users to view solutions. You can choose to allow unregistered users to all topics or specific templates only.

    3. Select show  field in Portals or Products

 

 

    4. To customize color and formatting, go to Color and Formatting Options tab. Click the selection box against the UI element and choose your preferred color from the color gamut.

    5. Associate Portal with Customer portal, if applicable. Learn more.

    6. Finally, click Save. 

  1. You can preview changes to customer portal by clicking 
  2. Use the toggle button to enable or disable customer portal.
  3. To delete or make a customer portal default, click the menu icon and then select the appropriate option.
  4. You can add any custom link by clicking add icon and then provide link name, URL, and description.
  5. By default, Browse Solutions and Submit a Ticket links are added in Content Area.
  6. You can also add a custom section under Content Area by clicking Add section and then provide section name and description.

 

Portal Association

In single portal setups, the default portal is associated automatically with the enabled customer portal.

In multi-portal setups, associations should be done manually as described below.

    1. Go to Global Settings>> Customer Portal Settings.

    2. Click more options and then select Associate.

    3. In the dialog box that appears, select and move the required portal from Available Portals to Selected Portals block.

    4. Finally, click Save 

  1. Multiple portals can be associated with one customer portal. However, one portal can be associated with only one customer portal at a time.
  2. You can also associate portal by hovering over and clicking Associate under Associated Portal section.


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