Customizing the Portal

To customize the classic portal or new end-user portal, click the required following link:

Customizing the User Portal

The Customize menu allows the Administrator to brand the application where system banners can be replaced with the appropriate organizational banners. Graphics included should be . PNG images. The Application Banner should be 250 x 60 pixels and all other banners should be 500 x 60 pixels.
  

Adding a Customized Banner

To add a customized banner:

  1. Select Setup>Customize 

    Banner Type

    Displayed

    Application

    Visible on the Log in page of the system.

    User

    Visible in the portals for Supervisor, Technician, Administrator, Partner, Finance and Manager Users

    Public/Email

    Displayed on public portals for Knowledge, Outages, Surveys and Forums. This banner is also included in emails when the Setup>Email>Setup option of Include Banner is set to Yes.

    Customer

    Visible in the Customer Portal.

     

    Banners for Partner Organizations can be uploaded in the Banners tab of the User>Partner Organization screen. This will override the system Customer Portal banner for Customers associated with the Partner Organization.

  2. To use Custom Banners, select the Use Custom checkbox at the top of the Customize Banners screen

    custom_banner.png
     

  3. To upload a new banner, click New
    A window with a browse function appears.

    custom_up.png

  4.  Browse to the location of the image and click  inline_upload.png
    The image will be uploaded.

  5. Repeat the process until all banners have been replaced

  6. Click Save.

 

  1. When the Purchase Orders functionality is enabled within the Setup>Billing tab, the option to upload a logo that will be used for system generated POs is displayed. The graphic should be saved as 150x150 PNG file.

 

Portals Tab

All Public Access home page messages can be fully customized under the Portals tab. Links to documents and downloads may be added. The home page messages can be customized for:

 

To customize a Public Access message:

  1. Select Setup > Customize

  2. Click the Portals tab

    customize_portals.png

  3. Select the Name hyperlink
    The HTML editor appears.

    customize_portals_content.png

  4. Edit the message as required

  5. Click Save.

 

Cascading Style Sheets

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

 

See: CSS Tab.

 

Customize the Customer (New End-user) Portal

The Customize tab allows the Administrator to brand the new end-user portal, where system banners can be replaced with the appropriate organizational banners. Graphics included should be PNG images. The Application Banner should be of appropriate pixels.
  

Adding a Customized Banner

To add a customized banner:

  1. Select Setup > Customize 

    Banner Type

    Description

    Login Page Logo

    Replace the default ZENworks Service Desk logo on the login page. The login page logo should be of 240 x 90 pixels.

    Application Header

    Replace the header logo in the new end-user portal.  The Application Header should be of 56 x 56 pixels.

    Portal Banner

    Replace the banner in the new end-user portal. The portal banner should be of 1900 x 350 pixels.

    Note: Image with transparent background is not supported for banners.

    In the mobile view, full banner might not be displayed. Depending on the display size and screen resolution, only partial image will be displayed.

  2. To use Custom Banners, select the Use Custom checkbox.

    custom_banner.png
     

  3. To upload a new Login Page Logo, Application or Portal banner, click New.

    custom_up.png

  4.  Click Browse and select the required image, and then click  inline_upload.png
    The image will be uploaded.

  5. Repeat the process until all banners have been replaced.

  6. Click Save.

  1. When the Purchase Orders functionality is enabled within the Setup>Billing tab, the option to upload a logo that will be used for system generated POs is displayed. The graphic should be saved as 150x150 PNG file.

 

Portals Tab

All messages in the new end-user portal can be customized in this tab. The home page messages can be customized for:

To customize the message:

  1. Click Setup > Customize

  2. Click the Portals tab.

  3. Click the required name. The HTML editor page is displayed.

    customize_portals_content.png

  4. Edit or replace the message and then click Save. To restore the default message, click Restore Default.

 

Note: All the legends in the pages that are newly developed allow customers to customize only text, but not the styling (font color, size, and style).

 

Cascading Style Sheets

The end-user portal can be further customized using the cascading style sheets (CSSs) to amend:

 

See: CSS Tab.