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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===='''Settings'''====
 
===='''Settings'''====
:* '''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 automatically logged in and arrive at 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.
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:* '''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.
 
:* '''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.
 
:* '''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.
 
:* '''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.
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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'''
 
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'''
 
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[[Category:HDOC]]
[[Category: Service Manager]] [[Category:Administration]]
 

Latest revision as of 21:44, 18 March 2024

This document can now be found at its new location in the Hornbill Document Library.

Customizing the Customer Portal