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.
|Require user login
||If enabled, portal users will need to log in before they can submit a ticket. If disabled, the ticket submission form will be public.
||Allow Self-serve User Portal users to select the ticket priority. If disabled, all user-submitted tickets will default to medium.
|Ticket creation CAPTCHA
||If enabled, users who submit tickets from the Self-serve User Portal will be required to enter a captcha to help prevent spam. This does not apply to staff ticket creation.
||When enabled, allows end users to register new accounts from the Self-serve User Portal. If disabled, existing account holders will still be able to log in.
|User Knowledge Base
||Enable the Knowledge Base functionality on the Self-serve User Portal.
|Search engine indexing
If disabled, search engines will exclude the Self-serve User Portal from their index.
You can also change how the portal looks by setting up your own branding from Settings - General Settings - Branding - Front-end.
- 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.
Note - a custom welcome message will not be translated if users change the 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.
- See Customer Branding
for information on how to set up Portal branding for a customer - displaying their own logo on the Portal.
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: