Difference between revisions of "Customising Self Service"
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| + | This document can now be found at its new location in the [https://docs.hornbill.com/esp-config/customize/customer-portal/configure-customer-portal/ Hornbill Document Library]. | ||
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| + | [[file:hornbill-document-library.png|Customizing the Customer Portal|link=https://docs.hornbill.com/esp-config/customize/customer-portal/configure-customer-portal/]] | ||
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__NOTOC__[[Main Page|Home]] > [[Service Manager]] > Customising Self Service | __NOTOC__[[Main Page|Home]] > [[Service Manager]] > Customising Self Service | ||
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==Customising the Service Portal Framework== | ==Customising the Service Portal Framework== | ||
| − | [[File:Service_Portal.png|300px|thumb]] | + | [[File:Service_Portal.png|300px|thumb|<div align="center">'''Main Home Page of Self Service'''</div>]] |
Via the '''Administration Console > Instance Configuration > Manage Portals''' you are able to configure the Internally facing '''Service Portal''' and the externally facing '''Customer Portal'''. The Service Portal is used to support your internal staff, and the Customer Portal is used to support external organisations and their contacts. | Via the '''Administration Console > Instance Configuration > Manage Portals''' you are able to configure the Internally facing '''Service Portal''' and the externally facing '''Customer Portal'''. The Service Portal is used to support your internal staff, and the Customer Portal is used to support external organisations and their contacts. | ||
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===='''Settings'''==== | ===='''Settings'''==== | ||
| − | :* '''Logo''' - The image needs to be a web facing url using https - (eg. https: //www.mycompany.com/images/mycompanylogo.png). The image needs to be either a .png or .jpg type. The URL referenced must point directly to the image, i.e. the image has to be hosted in such a way that the URL only presents the image, not an entire web page. | + | :* '''Auto Login''' - This toggle switch is only applicable if Single Sign On (SSO) has been enabled. It determines whether or not a customer will always arrive at the main portal home page, or whether they are taken directly to the "My Services" page. If Auto-Login is set to "ON" and SSO is configured, the customer will be taken straight to the My Services page. |
| − | A possible solution is to create a new directory in the same location to where your company website images are hosted. The advantage here is that the location is already publicly available and in creating a new suitably-named directory, this should indicate what the images are used for. | + | :* '''Allow Profile Update''' - This toggle switch governs whether the "profile" tab in the Hornbill Portal is read only. If this is set to "ON", a customer will be able to update their details via the Profile tab. |
| + | :* '''Logo''' - The image needs to be a web facing url using https - (eg. https: //www.mycompany.com/images/mycompanylogo.png). The image needs to be either a .png or .jpg type. The URL referenced must point directly to the image, i.e. the image has to be hosted in such a way that the URL only presents the image, not an entire web page. A possible solution is to create a new directory in the same location to where your company website images are hosted. The advantage here is that the location is already publicly available and in creating a new suitably-named directory, this should indicate what the images are used for. | ||
:* '''Home Page Image''' - The image needs to be a web facing url using https and again of type .png or .jpg - for best the background image should be around 1024 x 768 | :* '''Home Page Image''' - The image needs to be a web facing url using https and again of type .png or .jpg - for best the background image should be around 1024 x 768 | ||
:* '''Colours''' - Configure the colours to reflect your corporate brand | :* '''Colours''' - Configure the colours to reflect your corporate brand | ||
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[[File:Service_Details_Section.png|300px|thumb]] | [[File:Service_Details_Section.png|300px|thumb]] | ||
| − | In Service Manager it is possible to configure the Services you provide to your customers, and define which of your customers are subscribed to these Services. Customers will only see the Services they are subscribed to when using the Service Portal. When defining your Services it is possible to assign each service a specific icon, this icon will then represent the service on the Service Portal. See '''[[Services]]''' for selecting the icons you wish to use per service, this can be configured in the '''Service Details Section''' from a library of available icons. | + | In Service Manager it is possible to configure the Services you provide to your customers, and define which of your customers are subscribed to these Services. Customers will only see the Services they are subscribed to when using the Service Portal. When defining your Services it is possible to assign each service a specific icon, this icon will then represent the service on the Service Portal. See '''[[Service Details|Services]]''' for selecting the icons you wish to use per service, this can be configured in the '''Service Details Section''' from a library of available icons. |
<br> | <br> | ||
<br> | <br> | ||
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* '''guest.colour.servicedetails.tabText''' - Request list title on Requests tab of each Service | * '''guest.colour.servicedetails.tabText''' - Request list title on Requests tab of each Service | ||
| + | ==Customising Service Icons Number, Size and Attributes== | ||
| − | + | * '''guest.servicemanager.portal.home.defaultNumberOfServicesToShow''' - Decide how many Service Icons will be displayed, by default 6 | |
| + | * '''guest.servicemanager.portal.home.iconSize''' - Decide if the Icons should display as Large, Medium or Small - Large is the default | ||
| + | * '''guest.servicemanager.portal.home.showDescription'''- Decide if each Service Description is displayed with the Service Icon - On by default | ||
| + | * '''guest.servicemanager.portal.home.showMoreOption''' - Decide if the '''More Option''' is displayed with the Service Icon - On by default | ||
| + | * '''guest.servicemanager.portal.home.showRequestCount''' - Decide if the Request Count is displayed with the Service Icon - On by default | ||
| + | * '''guest.servicemanager.portal.home.showStatus''' - Decide if the Service Status icon is displayed with the Service Icon - On by default | ||
| − | + | Should you wish to align these colours with those defined in the Service Portal framework, all the hexidecimal colour values for the colours you have used, are accessible via the '''Administration Console > Instance Configuration > Manage Portals > Advanced Settings''' | |
| + | --> | ||
| + | [[Category:HDOC]] | ||
Latest revision as of 21:44, 18 March 2024
This document can now be found at its new location in the Hornbill Document Library.
