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Portal Designer - General

Return to the Portal Designer navigation page.

Contents [hide]

Overview

The General section allows users to update the following features and options in ServicePRO:
  • User Sign in options
  • UI color schemes
  • Logos
  • Company support information

Accessing Portal Design – General

General section can be accessed by selecting the Portal Designer option from the left side bar, then selecting General.

 

Sign In Tab

Enable or disable options associated with the Sign In page when starting up ServicePRO. Please note that enabling or disabling account logins will be updated after the IIS is reset.
  • Allow users to sign in using Windows Login account – Enable or disable Windows Login with ServicePRO. A Login with Windows button will be visible or removed from the login page depending on this selection.
  • CAPTCHA available – Enable or disable CAPTCHAs used for secure logins.



Theme Tab

Adjust visual aspects of the application, including color scheme, header logos, displayed support information and content displayed on the login page.

UI Color Scheme

Edit the following options associated with changing color and UI schemes:
  • Allow Users to change the color scheme
  • Default color scheme – Select the default color scheme used for ServicePRO. Otherwise, click "Change Theme" to customize your entire view of the ServicePRO Interface.


Header Logo

Users can upload an image file to use as the header logo, and preview the image used.

  • If no image is selected, the default logo will be used.
  • The file size limit for logos is 100 kb.
  • Logo height/width can be adjusted using the +/- icons.
    • Width and height +/- icons go up to a maximum of 150 x 100 px

 

Company Support Information in Home Page Header Widget

In this section, Users can edit the content for three section columns in the header of the Home Page, right in the text box.

Users can immediately preview the contents of the three sections as they would appear, in the box.


Login Page: Welcome Message and Left Panel

In these sections, Privileged users can edit and preview the following contents:

  • The upper left header text.
  • The graphic that appears on the left side of the Login Page upon startup.
  • The text below the graphic that is on the left side of the Login Page upon startup.

Preview

In this section, Users can edit and preview the Login Page’s content as it would appear to visitors to the page.