Portal Designer
Return to the Configuration/Setup navigation page.
Sections
The Portal Designer features General, End User and Fast Mode Options. Each section is detailed below:
Overview
The Porter Designer – General, End User and Fast Mode settings which were previously present in the “ServicePRO Web” application are now brought into ServicePRO under the “Setup” Main Menu tab, since it’s a single web application for managing both the privileged user and end user functions.ServicePRO's Portal Designer allows users with Administrator privileges to customize their portal, including the following features:
- Visibility and labels of fields
- Login settings
- Support Information or Widget visibility
- Default color schemes
- System Options
- Customizing content with HTML tags. Two customization sections are available from the Portal Designer:
- The General page, which covers general portal layout, visual options, and features available across both portals such as the Login page and Sign In options
- The End User Options page, which covers customization for the End User Self-Service Portal.
Interface
Saving
Users can Save all changes made in the Portal Design page by selecting the Save option in the upper left corner of the page.
On/Off Switches
Users can select the On/Off switches to enable or disable an option or field in ServicePRO ServicePRO Web.
Text Fields
Text fields will be available in some sections where labels can be edited. They are designated as blue text underlined with dotted lines. To edit the field, select the underlined label to reveal a text box. Enter the new label, and select the Checkmark button to save the change. Alternatively, select the X button to cancel the change.
