Difference between revisions of "Manage Portals"

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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 {{#ev:youtube|3m4gRgeRI98|400|right}}
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{{Section|
 
==Introduction==
 
==Introduction==
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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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<br>
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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.|
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{{RightBox|Related Articles|
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:* [[Employee Portal]]
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:* [[Customer Portal]]
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:* [[Practical Advice for Configuring your Hornbill Portals|Portal Configuration Guide]]
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:* [[Applications]]
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:* [[Live Chat]]
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}}
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== Manage Portals ==
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{|cellspacing="10"
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|-
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<!-- *****************************************  ROW 1  ****************************************************** -->
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| style="width:250px; border:2px solid #AAA; " |
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[[File:CustomerPortalCard.PNG|300px|center|link=Customize Customer Portal]]
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| style="width:250px; border:2px solid #AAA; padding:1em;" |
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[[File:EmployeePortalCard.PNG|300px|link=Customize Employee Portal]]
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| style="width:250px; border:2px solid #AAA; padding:1em;" |
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[[File:AdvancedPortalSettingsCard.PNG|300px|link=Advanced Settings]]
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| style="width:250px; border:2px solid #AAA; padding:1em;" |
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[[File:LoginScreenCard.png|300px|link=Login Screen]]
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== Features ==
 
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=== Portal Accounts ===
 
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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.
 
  
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=== Guest Accounts ===
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[[Category:Configuration]]
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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.
 
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===Configure===
 
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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.
 
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* Settings
 
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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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=== Language ===
 
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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.
 
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=== Advanced Settings ===
 
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The advanced settings contain all of the configuration options for Guest Access.
 
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=== Guest Account Templates ===
 
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[[Category:Administration]][[Category:Videos]]
 

Latest revision as of 22:45, 18 March 2024

Home > Configuration > Platform Configuration > Customize Index

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.
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.

Manage Portals

CustomerPortalCard.PNG

EmployeePortalCard.PNG

AdvancedPortalSettingsCard.PNG

LoginScreenCard.png

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