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| + | {{DISPLAYTITLE:Customize}}{{breadcrumb|[[Main Page|Home]] > [[Configuration]] > [[Platform Configuration]] > Customize|administration}} |
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| − | |[[Main Page|Home]] > [[Administration]] > [[System Administration|System]] > Manage Portals | |
| − | |style="text-align:right;"|[[:Category:Administration|Index]]
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| | ==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. |
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| + | 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 organization, then you will need to configure the Hornbill Employee Portal. If you provide services to other organizations and are interacting with the individuals who belong to these external organizations then you will do this via the Hornbill Customer Portal.| |
| − | Hornbill currently supports two portals, the '''Service Portal''' and the '''Customer Portal'''.
| + | {{RightBox|Related Articles| |
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| + | :* [[Employee Portal]] |
| − | <br>
| + | :* [[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. | |
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| − | == Related Articles ==
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| − | :* [[Self Service|Service Manager Self Service]] | |
| | :* [[Practical Advice for Configuring your Hornbill Portals|Portal Configuration Guide]] | | :* [[Practical Advice for Configuring your Hornbill Portals|Portal Configuration Guide]] |
| | :* [[Applications]] | | :* [[Applications]] |
| − | :* [[Continuous Delivery]] | + | :* [[Live Chat]] |
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| | == Manage Portals == | | == Manage Portals == |
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| − | | + | | style="width:250px; border:2px solid #AAA; " | |
| − | | style="width:250px;border:2px solid #AAA; padding:1em;" | | + | [[File:CustomerPortalCard.PNG|300px|center|link=Customize Customer Portal]] |
| − | [[File:PortalAccountsCard.PNG|300px|link=Portal Accounts]] | |
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| − | [[File:GuestAccountsCard.PNG|300px|link=Guest Accounts]]
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| | | style="width:250px; border:2px solid #AAA; padding:1em;" | | | | style="width:250px; border:2px solid #AAA; padding:1em;" | |
| − | [[File:GuestAccountTemplatesCard.PNG|300px|link=Guest Account Templates]] | + | [[File:EmployeePortalCard.PNG|300px|link=Customize Employee Portal]] |
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| | <!-- ******************************************* ROW 2 **************************************************** --> | | <!-- ******************************************* ROW 2 **************************************************** --> |
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| − | [[File:CustomiseCustomerPortalCard.PNG|300px|center|link=Customize Customer Portal]]
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| | | style="width:250px; border:2px solid #AAA; padding:1em;" | | | | style="width:250px; border:2px solid #AAA; padding:1em;" | |
| − | [[File:CustomiseServicePortalCard.PNG|300px|link=Customize Service Portal]] | + | [[File:AdvancedPortalSettingsCard.PNG|300px|link=Advanced Settings]] |
| − | | style="width:250px; border:2px solid #AAA; padding:1em;" |
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| − | [[File:PortalTranslateCard.PNG|300px|link=Translate Portals]]
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| | | style="width:250px; border:2px solid #AAA; padding:1em;" | | | | style="width:250px; border:2px solid #AAA; padding:1em;" | |
| − | [[File:PortalAdvancedSettingsCard.PNG|300px|link=Advanced Settings]] | + | [[File:LoginScreenCard.png|300px|link=Login Screen]] |
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| + | [[Category:Configuration]] |
| − | == [[Portal Accounts]]==
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| − | [[File:PortalAccountsCard.PNG|right|Portal Accounts]]
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| − | 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'''.
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| − | ==[[Guest Accounts]] ==
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| − | [[File:GuestAccountsCard.PNG|right|Guest Accounts]]
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| − | 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.
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| − | '''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.
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| − | == [[Guest Account Templates]] ==
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| − | [[File:GuestAccountTemplatesCard.PNG|right|Guest Account Templates]]
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| − | Guest Account templates are used to create a standard set of settings which can then be used to create contact records through auto provisioning.
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| − | '''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.
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| − | == [[Customize Customer Portal]] ==
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| − | [[File:CustomiseCustomerPortalCard.PNG|right|Customize Customer Portal]]
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| − | 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.
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| − | * Social Information
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| − | * Contact Information
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| − | *'''[[Practical Advice for Configuring your Hornbill Portals]]'''
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| − | == [[Customize Service Portal]] ==
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| − | [[File:CustomiseServicePortalCard.PNG|right|Customize Service Portal]]
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| − | 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.
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| − | * Social Information
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| − | * Contact Information
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| − | *'''[[Practical Advice for Configuring your Hornbill Portals]]'''
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| − | == [[Translate Portals]] ==
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| − | [[File:PortalTranslateCard.PNG|right|Translate]]
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| − | 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.
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| − | == [[Advanced Settings]] ==
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| − | [[File:PortalAdvancedSettingsCard.PNG|right|Advanced Settings]]
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| − | The advanced settings contain all of the configuration options for the Hornbill Portals.
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