Customize Customer Portal

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Index

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Introduction

The Customer Portal provides options to apply images and colours to the design and layout.

Details

Basic Information

This displays some general information about the portal. This information is mostly relevant to the Hornbill Enterprise Edition where multiple portals can be created.

• Portal ID

This ID is used as part of the URL for accessing the portal. For the customer portal the URL is customer.hornbill.com/<yourinstance>

• Name

This name is used to identify this portal within a list of portals when using the Enterprise Edition

• Application

The main application that the portal runs under the context of

• Description

This description is used to identify this portal within a list of portals when using the Enterprise Edition

Regional Settings

The Regional Settings are the defaults for the Customer Portal on the login page and when contacts do not have any regional information set against their contact record.

• Language

The default language that is displayed to users when accessing the login page and subsequent pages if a language has not been set against their contact record

• Time Zone

The default time zone for contacts. All visible date and time fields will be displayed based on this setting. The default is set to (GMT) Greenwich Mean Time : Dublin, Edinburgh, Lisbon, London

• Date Time Format

The format of fields that contain both a date and a time. The default is set to 2020-02-21 16:10:30

• Date Format

The format of fields that contain just a date. The default is set to 2020-02-21

• Currency

This is not currently used

• Time Format

The format of fields that contain just a time. The default is set to 23:30:35

Security Settings

• Single Sign On Profile

The Customer Portal by default uses basic authentication provided by Hornbill. It is possible to enable the use of a third-party identity provider. See Single Sign On Profiles for more information on creating SSO profiles.

• Anonymous Role

In most cases, the role called Anonymous Guest will be used and recommended. It is possible to create your own role. Any role used here must have a privilege level of guest. Individual contact records do not maintain their own individual roles. All contacts that log in to the customer portal will use the role applied here.

• Authorised Role

There are several apps in Hornbill that can extend out the available features in the Customer Portal. Each of those apps supplies guest privilege roles that can be granted to the Customer Portal.

Options

• Session Timeout

The number of seconds until a user's session automatically ends after no activity

• Permissions

• Allows contacts to register themselves on this portal

A new visitor to the customer portal will be able to register themselves and have immediate access to the Customer Portal

Allow contacts to select their organisation as part of online registration

• Allow contacts to reset their password

Following registration, a temporary generated password may be provided to the contact. Enabling this will allow the contact to change this password.

• New guest registrations require authorization before they can log on

Select this option if you require any registration to be authorized before allowing them to log in.

Customise

Settings

• Allow Profile Update

Turning this option ON will allow a contact to view and update their profile information

• Logo

Add your company logo to the top banner of the Customer Portal. This field needs to contain a secure URL (https) to the image, which must be either a .png or .jpg.

• Logo Height

Adjust the height of your logo for a perfect fit in the top banner

• Home Page Image

Using a URL, include a Home Page image. This URL must be public facing in order for external contacts to see this image. This field needs to contain a secure URL (https) to the image, which must be either a .png or .jpg. For best fit, the size of the image should be around 1024 x 768

• Home Page Image background Colour

Can be used in either in place of an image or the background for a transparent image

• Header Colour

The colour of the top navigation bar

• Second Head Colour

The colour of the space between the navigation bar and the Home Page Image

• Navbar Text Colour

Text colour for any text that appears in the top navigation bar

• Home Page Background Colour

This applies to the middle section of the page, below the image.

Home Page Text

• Main Image Text

• Section Title (When not logged in)

Set to 0 (zero) if you do not wish to include this title

• Section Title (When not logged in)

Set to 0 (zero) if you do not wish to include this title

• Section Text

Set to 0 (zero) if you do not wish to include this title

Social Information

This section lets you include links to your company's social media sites. Each included entry will be represented on the portal by is associated logo.

• Twitter ID

Add your company's Twitter ID. Enter 0 (zero) to hide

• Linkedin ID

Add your company's LinkedIn ID. Enter 0 (zero) to hide

• YouTube ID

Add your company's YouTube Channel link. Enter 0 (zero) to hide

• Facebook ID

Add your company's Facebook page. Enter 0 (zero) to hide

• Social Links Background Colour

Sets the background colour of this section

• Social Links Text Colour

Sets the colour of the Social Media logos

• Social Text Colour

If all Social Information Fields contain a 0 (zero), this section will be completely removed

Contact Information

Add contact information for your users on how to contact your Service Desk. Set any field to 0 (zero) in order to hide it from view. Added 0 (zero) to all fields will hide this entire section.

• Contact Title

Contact Us

• Phone Number

+44 (0)20 8582 8282

• Email

support@hornbill.com

• Address

Hornbill, Apollo - Odyssey Business Park, West End Road, Ruislip, HA4 6QD, United Kingdom

About Details

• About Title

Hornbill Customer Portal

• About Text

The Customer Portal can be used to view and update requests.

Login Details

• Auto Login

If you have SSO configured for the Customer Portal, this will bypass the login screen and automatically log the customer into the portal

• Terms and Conditions

• None

Terms and Conditions are not displayed on the Login screen

• Show

This will display the Terms and Conditions on the Login screen. When selected, a field is available to enter or edit the terms and conditions text

• Show and make mandatory

This will display the Terms and Conditions on the Login Screen. The customer must select the option, agreeing to these conditions before proceeding. When selected, a field is available to enter or edit the terms and conditions text

Translations

Contact Access