Black Friday Deal—Save up to 40% on an unlimited agents plan at $75.  

separator-arrow-iconAdministration & Configuration

How to Configure Customer Portal Settings

Updated on : October 12, 2022

The customer portal settings of the Help Desk can be configured from the Customer Portal Settings page under Admin Centre.

Customer Portal Option
Customer Portal Option

Customer portal settings

General

Brand name

The brand name of the customer portal can be changed using the edit option provided beside the name.

Portal name

You can change the title of the website found in the browser tab by changing the portal name.

Logo and Favicon

The logo and Favicon of the customer portal can be changed to reflect your branding using the Logo and Favicon change option. The supported formats are mentioned inside it. The maximum size of the logo is 2MB and favicon is 64KB.

Changing the Logo Linkback URL

If you want to link the logo to your site, you can fill in your site URL.

Logo Linkback URL
Logo Linkback URL

Many different footer links are available to display in the footer section of the customer portal.

Copyright URL, Terms of use URL, Privacy Policy URL, and Cookie Policy URL are supported in the footers link.

Announcement Banner Message

This message is used for any new announcements for the customers and users. You can send the announcement in two ways, namely:

  1. Plain text
  2. Rich text

In the rich text, you can style the font, color it, highlight it, and even you can set links in the announcement banner.

Announcement Banner Message
Announcement Banner Message

After updating the announcement banner, it will show in the customer portal.

Announcement Banner Message in the Customer Portal
Announcement Banner Message in the Customer Portal

Google Analytics ID

You can use google analytics ID on all the pages of the customer portal.

Login

Form login and reCAPTCHA

Enable this login if you want to allow users to use the username and password-based login.

Google reCAPTCHA is a security service provided by Google to prevent non-human access to the sites.

It asks the user to decipher an image or any other methods to know whether the user is a human.

Social logins

Social logins like Google, Twitter, Facebook, and Microsoft are also available. This enables the user to access the site with any of the above-mentioned accounts. This reduces a lot of time and people prefer to log in through those platforms since it is not necessary that the user must remember a new password to be set for the new account, instead of the existing account on the platforms would be sufficient to log in.

Single sign-on

Single sign-on is the securely authenticating method. If your company already has a single sign-on, then it can be configured here.

There are two different methods available,

  1. OAuth 2.0 and
  2. Open ID Connect.

OAUTH 2.0

It is a protocol that allows user to access their resources or grant third-party sites access without exposing the credentials.

Open ID connect

It is similar to OAuth 2.0, which allows users to access several websites with a common identity.

Security

Under security, there are two categories available, general settings and password policy.

In general settings, the end-user can register an account from the customer portal. Enabling this option allows the user to register an account and submit a ticket from the customer portal.

In password policy, two options are available, default and custom. The default policies are predefined, whereas custom policies can be altered. The custom policies have rules that can be selected or unselected depending upon the needs, which include a maximum count of the password characters, password expiry, etc.

Note: The password policy is applicable only when a form login is enabled.

Accessing customer portal settings

To access the customer portal settings, the user should enable the Manage settings permission in the roles and permissions section.

Manage Settings Permission
Manage Settings Permission

Was this article helpful?

    Live Chat Icon