Difference between revisions of "Service Portal Settings"

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Revision as of 00:24, 31 October 2012

  1. GearIcon.png > 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 -