How to Configure Customer Portal Settings
To configure the settings for your customer portal, go to the Admin module > Customer Portal.
Customer portal settings
From the customer portal, you can interact with a company, access support resources, submit requests, and manage your accounts. Here are the configurations required:
General
All the general settings have a brand-specific aspect. 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 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 brand. 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
The footer link supports the URLs such as copyright, terms of use, privacy policy, and cookie policy.
Many different footer links are available to display in the footer section of the customer portal.
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 size, and font color and highlight it. It also enables you to set the 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
To use the auto-suggest articles feature, enable it under the knowledge base articles settings page.
Once enabled, 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 user.
Ticket update settings
This configuration restricts CC users from replying to tickets and allows them to only view tickets.
Ticket creation settings
This configuration allows anonymous users to submit tickets through the customer portal. When enabled, it requires users to provide their name and email as mandatory fields to establish their identity when creating a ticket.
Ticket closure settings
Once this option is enabled, it allows administrators to control whether end users can close tickets from the customer portal.
File download settings
You can set the permission to download files 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.
File attachment settings (Email)
If you prefer to send file attachments directly in emails rather than as links, you can customize this by enabling the settings. Please note that this setting is specific to each brand.
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 option 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 users 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 secure 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: 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, however, it 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.
Changing the theme color
The theme color improves various style factors in your customer portal, including the hyperlink color, button color, app backdrop, and animated colors.
To customize the theme color:
- Go to the Customization tab
- Select an existing color or type the hex code to match your brand
Note: Avoid transparent colors while configuring a custom theme color. The theme color will only be considered for the light theme. A specific theme color will be used to improve visibility in the dark theme.
To learn more about the dark theme, 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.
