How to Configure Customer Portal Settings
The BoldDesk’s customer portal settings can be configured on the Customer Portal settings page within the Admin module.
Customer portal settings
Here are the configurations required for the customer portal where you can interact with a company, access support resources, submit requests, and manage your accounts.
General
All the general settings have a brand-specific aspect; you will select the corresponding brand and apply the settings accordingly. These settings include:
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.
Portal URL
You can change the customer portal URL by either changing your BoldDesk subdomain or mapping your custom domain URL to your customer site.
To learn how to change the subdomain of your BoldDesk portal, please refer to this. article.
To learn more about how to map your custom domain and navigate to the customer’s site, refer to this. article.
Logo and Favicon
Using the Logo and Favicon change option, you can change the logo and Favicon of your customer portal to reflect your branding. The supported formats are mentioned inside it. The maximum size of the logo is 2MB, and the favicon is 64KB.
Changing the Logo Linkback URL
You can fill in your site URL if you want to link the logo to your site.
Footer Links
Many different footer links are available to display in the footer section of the customer portal.
The footer link supports the URLs for copyright, Terms of use, Privacy Policy, and Cookie Policy.
Announcement Banner Message
This message is used for any new announcements for the customers and users. The announcement can be sent in two different ways, namely:
- Plain text
- Rich text
In the rich text, you can change the font and color and highlight it. Also, you can set links in the announcement banner.
After updating the announcement banner, it appears in the customer portal as shown in the screenshot below.
Auto Suggest Articles
When you enable these settings and have Knowledge Base articles enabled in the Knowledge Base settings, the system will automatically suggest the top 5 relevant articles to the customer/user when they type a subject in their customer portal ticket creation page.
When you type ‘Customer Portal’ in the Subject field, the top 5 relevant articles are suggested to the customer.
File Download Settings
You can set the file download permissions based on your requirements in the file download settings.
You can enable end users to download attachments without requiring them to log in. Refer to this article.
Google Analytics ID
You can use Google Analytics ID on all the pages of the customer portal.
Google Tag Manager ID
By adding the Google Tag Manager ID here, you can include it on all the pages of the customer portal.
Login
Form login and reCAPTCHA
Google reCAPTCHA is a security service provided by Google to prevent non-human access to the sites.
Enable this login if you want to allow users to use the username and password-based login.
It asks the user to interpret an image or any other method to know whether the user is a human.
Social logins
Social logins, such as Google, Twitter, Facebook, and Microsoft, are also available. This enables you to access the site with any of the above-mentioned accounts.
Users prefer logging in through platforms to avoid the need to remember a new password for each new account. Existing platform accounts are sufficient for logging in.
Single sign-on
Single sign-on is the securely authenticating method. If your company already has a single sign-on, it can be configured here.
There are two different methods available:
- OAuth 2.0 and
- Open ID Connect.
OAUTH 2.0
The protocol allows users 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. To learn more about the steps to configure the Azure AD SSO login, please refer to this article.
Security
Under security, there are two categories available: general settings and password policy.
Users can register an account and submit a ticket from the customer portal by enabling the option in general settings.
Two options are available in the password policy: 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 on your needs. These rules include a maximum number of password characters or password expiry.
Note: The password policy is applicable only when a form login is enabled.
Knowledge Base
To configure the settings of the customer portal’s knowledge base section, refer to this article.
Advanced Customization
Under customization, Users can configure brand-specific custom JavaScript and CSS to personalize their customer app.
Please watch this video tutorial for further information.
To include custom JavaScript and CSS, select “Add Custom CSS” and “Add Custom JS” as appropriate, enter the customization codes, and click Add.
To update or delete the existing custom JavaScript and CSS, select Edit or Delete.
Accessing customer portal settings
You should enable the Manage settings permission in the roles and permissions section to access the customer portal settings.
