Difference between revisions of "Service Portal Config"
From AgileApps Support Wiki
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## Click the '''Community''' checkbox to let users interact with each other | ## Click the '''Community''' checkbox to let users interact with each other | ||
## Click the '''Knowledge Base''' checkbox to give users access to articles you\’ve published | ## Click the '''Knowledge Base''' checkbox to give users access to articles you\’ve published | ||
[[File:CustomizePortalFeatures.png]] | #:[[File:CustomizePortalFeatures.png]] | ||
# Next decide if you\’ll allow users to register themselves: | # Next decide if you\’ll allow users to register themselves: | ||
[[File:CasePortalRegistrationOption.png]] | #:[[File: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. | #:'''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 [[ServicePortal Invitations | For B2B support, this option is generally disabled. When it is, customers can register only when you [[ServicePortal Invitations|send them an invitation]]. | ||
# You can also upload a logo image and customize the Service Portal in other ways. | # You can also upload a logo image and customize the Service Portal in other ways. | ||
For more information, see: [[ServiceDesk Branding | For more information, see: [[ServiceDesk Branding|Branding ServiceDesk for your Organization]]. | ||
'''Note:''' | '''Note:''' | ||
For a complete list of Service Portal configuration options, see the [[Service Portal Settings]]. | For a complete list of Service Portal configuration options, see the [[Service Portal Settings]]. | ||
Revision as of 18:59, 13 May 2013
To configure the Service Portal, you start by selecting the features you want:
- Go to
> Channels > Service Portal
- The Configure Service Portal page opens.
- Under Portal Features:
- Click the Community checkbox to let users interact with each other
- Click the Knowledge Base checkbox to give users access to articles you\’ve published
- Next decide if you\’ll allow users to register themselves:
- 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.
- 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.