Difference between revisions of "Manage Portals"

From Hornbill
Jump to navigation Jump to search
Line 2: Line 2:
 
__NOTOC__
 
__NOTOC__
 
{| style="width:100%"
 
{| style="width:100%"
−
[[Main Page|Home]] > [[Administration]] > [[System Administration | System]] > Manage Portals
+
[[Main Page|Home]] > [[Administration]] > [[System Administration|System]] > Manage Portals
 
|style="text-align:right;"|[[Category:Collaboration|Index]]
 
|style="text-align:right;"|[[Category:Collaboration|Index]]
 
|}
 
|}
 
</div>
 
</div>
−
{|style="width: 100%"
 
−
|- valign="top"
 
−
|style="width:73%"|
 
 
==Introduction==
 
==Introduction==
 
The Portals provide an access point for both Hornbill Users and non-Hornbill users to access aspects of the different applications that provide a public interface. The Portals can provide a custom and unique experience for the users with the ability to change the look and feel to meet your needs.
 
The Portals provide an access point for both Hornbill Users and non-Hornbill users to access aspects of the different applications that provide a public interface. The Portals can provide a custom and unique experience for the users with the ability to change the look and feel to meet your needs.
−
|style="width:5%"|
+
<br>
−
|
+
<br>
−
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|
+
Hornbill currently supports two portals, the '''Service Portal''' and the '''Customer Portal'''.
 +
<br>
 +
<br>
 +
Whether you use one or both of these portals will depend on who your customer base is. If you are providing services to individuals and departments within your own organisation, then you will need to configure the Hornbill Service Portal. If you provide services to other organisations and are interacting with the individuals who belong to these external organisations then you will do this via the Hornbill Customer Portal.
  
−
== Related Articles ==
+
== [[Portal Accounts]]==
−
:* [[Organizations]]
+
[[File:PortalAccountsCard.PNG|right|Portal Accounts]]
−
:* [[Contacts]]
+
Portal Accounts are what anchor each of the Hornbill Portals to your Hornbill instance and are used to configure the security access for a portal. Hornbill currently supports two portals, the '''Service Portal''' and the '''Customer Portal'''.
−
:* [[Customer_Manager|Customer Manager]]
+
<br>
−
|}
+
<br>
−
 
+
<br>
−
== Features ==
+
<br>
−
{{#ev:youtube|3m4gRgeRI98|400|right}}
+
<br>
−
=== Portal Accounts ===
+
<br>
−
The Portal Accounts are used to configure the security access for a portal. By default the 'community' portal is provided for the Guest Access portal. By selecting the 'community' portal you can assign the contact accounts that you wish to have access to the Guest Access.
+
<br>
−
 
+
==[[Guest Accounts]] ==
−
=== Guest Accounts ===
+
[[File:GuestAccountsCard.PNG|right|Guest Accounts]]
−
The Guest Accounts are a catalog of all the available accounts which have been added to Hornbill. When viewing an individual account you are able to set their Login ID, their password, and associate them to a Portal account.
+
The Guest Accounts are a catalog of all the available contact records which have been added to Hornbill. This view is used to set up portal access for an individual contact record. This view will allow you to associate a contact record to the portal, set their Login ID, and password.
−
 
+
<br>
−
===Configure===
+
<br>
−
It is possible to configure the Hornbill Guest Access portal to resemble your Company branding. This is done via Hornbill Administration in the Instance Configuration context under the Guest Access menu item. Here, Administrators have the option to set colours, custom text, company logo, and background image.
+
'''PLEASE NOTE''': Guest Accounts are only applicable if you have external contact records configured in Hornbill and only have a bearing on Customer Portal access.
−
 
+
<br>
−
* Settings
+
<br>
 +
<br>
 +
<br>
 +
<br>
 +
== [[Guest Account Templates]] ==
 +
[[File:GuestAccountTemplatesCard.PNG|right|Guest Account Templates]]
 +
Guest Account templates are used to create a standard set of settings which can then be used to create contact records through auto provisioning.
 +
<br>
 +
<br>
 +
'''PLEASE NOTE''': Guest Account Templates are only applicable if you intend to utilise auto-provisioning and have external contact records configured in Hornbill. Guest Account Templates are only used in conjunction with the Customer Portal.
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 +
== [[Customize Customer Portal]] ==
 +
[[File:CustomiseCustomerPortalCard.PNG|right|Customize Customer Portal]]
 +
It is possible to configure the Hornbill Customer portal to resemble your Company branding. Administrators have the option to set colours, custom text, company logo, and background image.
 +
* Social Information
 +
* Contact Information
 +
*'''[[Practical Advice for Configuring your Hornbill Portals]]'''
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 +
== [[Customize Service Portal]] ==
 +
[[File:CustomiseServicePortalCard.PNG|right|Customize Service Portal]]
 +
It is possible to configure the Hornbill Service portal to resemble your Company branding. Administrators have the option to set colours, custom text, company logo, and background image.
 
* Social Information
 
* Social Information
 
* Contact Information
 
* Contact Information
 
*'''[[Practical Advice for Configuring your Hornbill Portals]]'''
 
*'''[[Practical Advice for Configuring your Hornbill Portals]]'''
−
 
+
<br>
−
=== Language ===
+
<br>
−
Selecting the language option will allow you to change any of the labels or terms used in the Guest Access. This can include changing a term within the same language or providing a translation into a different language. The preferred language can be selected by a Guest when they are signing into the Guest Access.
+
<br>
−
 
+
<br>
−
=== Advanced Settings ===
+
== [[Translate Portals]] ==
−
The advanced settings contain all of the configuration options for Guest Access.
+
[[File:PortalTranslateCard.PNG|right|Translate]]
−
 
+
If you feel some of the terminology that exists in the Hornbill Portals is not suitable for your customer base, you to change any of the labels or terms used within the Hornbill Portals. You will find translation strings relating to both the Customer and Service Portals. You can also translate the terms into a different language.
−
=== Guest Account Templates ===
+
<br>
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 +
== [[Advanced Settings]] ==
 +
[[File:PortalAdvancedSettingsCard.PNG|right|Advanced Settings]]
 +
The advanced settings contain all of the configuration options for the Hornbill Portals.
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 
[[Category:Administration]][[Category:Videos]]
 
[[Category:Administration]][[Category:Videos]]

Revision as of 10:42, 20 December 2017

Home > Administration > System > Manage Portals

Introduction

The Portals provide an access point for both Hornbill Users and non-Hornbill users to access aspects of the different applications that provide a public interface. The Portals can provide a custom and unique experience for the users with the ability to change the look and feel to meet your needs.

Hornbill currently supports two portals, the Service Portal and the Customer Portal.

Whether you use one or both of these portals will depend on who your customer base is. If you are providing services to individuals and departments within your own organisation, then you will need to configure the Hornbill Service Portal. If you provide services to other organisations and are interacting with the individuals who belong to these external organisations then you will do this via the Hornbill Customer Portal.

Portal Accounts

Portal Accounts

Portal Accounts are what anchor each of the Hornbill Portals to your Hornbill instance and are used to configure the security access for a portal. Hornbill currently supports two portals, the Service Portal and the Customer Portal.






Guest Accounts

Guest Accounts

The Guest Accounts are a catalog of all the available contact records which have been added to Hornbill. This view is used to set up portal access for an individual contact record. This view will allow you to associate a contact record to the portal, set their Login ID, and password.

PLEASE NOTE: Guest Accounts are only applicable if you have external contact records configured in Hornbill and only have a bearing on Customer Portal access.




Guest Account Templates

Guest Account Templates

Guest Account templates are used to create a standard set of settings which can then be used to create contact records through auto provisioning.

PLEASE NOTE: Guest Account Templates are only applicable if you intend to utilise auto-provisioning and have external contact records configured in Hornbill. Guest Account Templates are only used in conjunction with the Customer Portal.




Customize Customer Portal

Customize Customer Portal

It is possible to configure the Hornbill Customer portal to resemble your Company branding. Administrators have the option to set colours, custom text, company logo, and background image.





Customize Service Portal

Customize Service Portal

It is possible to configure the Hornbill Service portal to resemble your Company branding. Administrators have the option to set colours, custom text, company logo, and background image.





Translate Portals

Translate

If you feel some of the terminology that exists in the Hornbill Portals is not suitable for your customer base, you to change any of the labels or terms used within the Hornbill Portals. You will find translation strings relating to both the Customer and Service Portals. You can also translate the terms into a different language.






Advanced Settings

Advanced Settings

The advanced settings contain all of the configuration options for the Hornbill Portals.






Retrieved from "https://wiki.hornbill.com/index.php?title=Manage_Portals&oldid=16570"