Customising the Self-serve User Portal
You can customise how the portal looks and behaves using a variety of front-end installation settings.
Go to Settings - General Settings - Installation settings - Front-end panel.
Options include:
Branding
You can also change how the portal looks by setting up your own branding from Settings - General Settings - Branding - Front-end.
Options include:
- Colour scheme - choose from a selection of themes.
- Welcome message - leave this blank to use the default welcome message that will be translated according to the display language.
- Logo - Add your company logo (you can also do this from Customers - Overview tab - Branding panel).
- External homepage - This URL will be used when the logo is clicked on the Self-serve User Portal.
Announcements
You can also use the portal to communicate with your customers by adding announcements. Add and edit announcements from Settings - General Settings - Announcements.
Click New Announcement to open the dialog and enter your announcement details.
The announcement is then displayed on the Self-serve User Portal: