Difference between revisions of "Customize Customer Portal"

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{{bluebanner|[[Main Page|Home]] > [[Administration]] > [[System Administration | System]] > [[Manage Portals|Cusomize]] > Customer Portal|[[:Category:Administration|Index]]}}
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{{bluebanner|[[Main Page|Home]] > [[Administration]] > [[System Administration | System]] > [[Manage Portals|Customize]] > Customer Portal|[[:Category:Administration|Index]]}}
 
{{IntroAndLinks|The Customer Portal provides options to apply images and colors to the design and layout.|
 
{{IntroAndLinks|The Customer Portal provides options to apply images and colors to the design and layout.|
 
* [[Guest Accounts]]
 
* [[Guest Accounts]]

Revision as of 03:13, 30 March 2021

Home > Administration > System > Customize > Customer Portal Index

Introduction

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

Related Articles

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 need 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 Home Page image. This URL must be public facing in order for external contacts to see this image. This field need 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 .

PortalSocialInformation.png
  • 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
Information
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.

PortalContactUS.png
  • 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