Client portal

The client is the end user who is provided with the support service by the staff. Through this section admin can manage client portal branding, changing theme, and logo and also decide several display settings as described below.

Domain: This will allow you to select the domain with which you can operate the following settings.

Note: In case of satellite and service desk you can add multiple domains and each domain can have its own customer portal so this section will allow you to make modifications to respective companies’ client portal.

Client portal logo: Here you can select either text or image for the client portal logo.

Image/Text: The text or the image can be uploaded that would appear and will be displayed on the client portal page.

Favicon: Here you can add the favicon image for the browsing tab of the client portal.

Theme: The color of theme for the client portal can be selected from here.

Template: System offers default template for selection, if you wish modify the layout or add new functionality to client portal, you can create new template.
Follow below steps for creating new template:

1) Copy /template/client/default to /template/client/new-template

2) Modify new template files under new-template folder

3) Now you should be able to select new-template here

Note: SaaS customers contact our support team for template file access.

Date format: The date format for the client portal can be edited from here. By default the date format is M-jS, Y

Date time format: The date time format for the client portal can be edited from here. By default the date time format is M-jS, Y G:i

Time zone: The time zone for the client portal can be set and changed from here. Staff can override this setting from their own profile to modify time zone and to view tickets in their own time if they are located in different time zone.

Disable client portal: Using this option you can disable the client portal.

Display pages: In this section it will decide the pages that would be displayed on the client portal.

Solutions: This will allow you to enable or disable the solutions on the client portal. If display after login is selected then solution option will be available after the client logins.

Submit ticket: The submit ticket option can be made enable or disable from here. If display after login is selected then the submit option will be available after the client logins.

View tickets: The view tickets option can be made enable or disable here for client portal. If yes is selected then clients can view their tickets along with the details whether the ticket is been solved or unsolved.

Login: This will allow you to select whether there should be login or not on the client portal.

Register: The register option on the client portal can be enabled or disabled from here.

Billing: This will allow you to display the details of the billing such as the invoices, products and orders on the client portal or not.

Service catalog: From here you can enable or disable the service catalog in the client portal.

Forums: If you wish to keep the forums visible so that client using the software can get updated with the activities happening in the forums then select yes.

Ticket rating: The ticket rating can be made enable or disable from here.

Assigned to: This will allow you to show the names of the staff member to whom the ticket is assigned or not. If the ticket is not assigned to any staff member than nobody appears for it.

SLA: This will allow whether the SLA (response time and resolution time) should appear for the tickets in the client portal or not.

Html editor: The html editor can be made appeared while submitting and replying to the ticket in client portal by selecting yes

Staff name and profile image: The name of the staff and profile image can be made appeared for the tickets in client portal by selecting yes.

Can client close the ticket?

If you wish to grant the right to the client for closing the ticket, you can have choice whether yes or no.

Client feedback: The permission for allowing the client to utilize the client feedback is mentioned from here.

Solutions and ticket search: We have provided the ticket search option in the client portal with searching solutions. You can keep this option available according to your choice on the client portal.