Portals

All Public Access home page messages and some Customer Portal pages can be customized within the Portals tab.

 

Knowledge of HTML is required to edit this section. Links to documents and downloads may be added. The content can be customized for the following system Portals:

  1. Name

    Description

    AlertHome

    Accessed by clicking the Alerts link on the system Login screen.

    AllServices

    Visible as the header within the Service Catalog screen of the Services tab in the Customer Portal.

    CustomerForums

    Visible as the header within the Forums page of the Customer Portal.

    ForumsHome

    Visible as the header within the Forums pages of Public Forums.

    Items

    Visible in the Items tab within the Customer Portal.

    KnowledgeHome

    Accessed by clicking the Knowledge Base link on the system Login screen.

    Login

    Visible on the screen where system users enter their login credentials.

    Logout

    Visible on the page displayed when system users log out.

    OutagesHome

    Accessed by clicking the Outage link on the system Login screen of Service Manager installations.

    PlannedHome

    Accessed by clicking the Planned Outage link on the system Login screen of Service Manager installations.

    Requests

    Visible in the Requests tab within the Customer Portal.

    SelfHelp

    Visible in the Self Help tab within the Customer Portal.

    Services

    Visible as the header within  the Services tab of the Customer Portal.

    SurveyHome

    Displayed in the public online surveys page.

    Welcome

    Displayed on the landing page when the Customer logs into the Customer Portal.

 

To customize a Portal message:

  1. Select Setup > Customize

    customize_portals.png

  2. Select the Name hyperlink
    The HTML editor appears.

    customize_portals_content.png

  3. Edit the message as required

  4. Click Save.

 

Cascading Style Sheets

The system can be further customized using cascading style sheets (CSSs) to amend:

 

See: CSS Tab.