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separator-arrow-iconAdministration & Configuration

How to Customize Agent Portal Settings

Updated on : October 19, 2022

For customizing the agent portal, several settings are available. To customize the settings, open Agent Portal > Admin Module and select the Agent Portal menu from the general settings tab.

Agent Portal Option
Agent Portal Option



Changing portal name

Changing the portal name will reflect in the tooltip shown in Logo and the page name in the browser.

Portal Name Files
Portal Name Files
Agent Portal Settings Tab
Agent Portal Settings Tab

Changing Logo and Favicon

The logo and Favicon of the agent 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 the favicon is 64KB.

Log and Favicon Page
Log and Favicon Page

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 Field
Logo Linkback URL Field

Changing sidebar color

Agent portal left navigation sidebar color can be changed by picking from any existing color or you can directly type the hex code to match your brandings.

Sidebar Theme Color
Sidebar Theme Color

Agent availability settings

By default, these settings are disabled. If you want agents to change their availability status by themselves organization-wide, then these settings can be enabled. So that, agents can change their availability status from the profile menu.

Note: Agent with available status will only be considered during the ticket round-robin assignment process.

Agent Can Change Their Availability Checkbox
Agent Can Change Their Availability Checkbox
Agents Available Option
Agents Available Option

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