The Classic Portal Settings tab contains fields for both the Advanced and the Public Portals. These settings have definitions beneath the fields within that app, but they are also defined below.
- Portal Name: This is a unique name that you may give your portal. This name appears in your Portal URL links. We recommend that you do not use spaces.
- Ticket Deflection: The default is enabled. In an effort to reduce the number of tickets your customers send your way via the portal, you can use KB Tickets and Tagging to display suggested tickets to your customers in hopes they will find the answer to their question before actually submitting a ticket.
- Default Portal Group: Default is Unassigned. Assigns a new ticket to one of your defined groups. In addition, this setting may be overridden on a per customer basis so that when one of your specific customer creates a ticket, you can have the ticket auto assign to a specific TeamSupport user and/or a Group.
- Display Group Selection: Default is Enabled. This will allow your customers to assign their ticket to a Group you have defined in your account and override the Default Portal Group.
- Display Product Selection: Default is Enabled. For our Enterprise edition customers only – you can show or hide product and product version fields when customers are creating a new ticket. This data is also shown to your customers when they are looking at existing tickets.
- Display Version Selection: Default is Enabled. For our Enterprise edition customers only – you can show or hide product and product version fields when customers are creating a new ticket. This data is also shown to your customers when they are looking at existing tickets.
- Restrict Version Access: Default is Disabled. When activated, if you have associated only versions to your customers, they will only see those versions on the portal.
- Display Close Ticket Button: Default is Enabled. When enabled, your customers can close their own tickets on the portal.
- Theme: Default is Gray. We have included some pre-built color skins for the portals. You are welcome to use these, or you can customize the CSS.
- Two Column Fields: Default is Enabled. When enabled, the custom fields you have defined to be visible on the portal will show up in two columns. This is useful when you have a lot of custom fields defined for your customers to fill out when submitting new tickets.
- Display Powered By: Default is Enabled. When enabled, this will display the “Powered By” on the login page as well as our logo in the footer within the portal.
- Portal Header HTML/CSS: Allows you to insert your own custom html/css and is also where you would insert your “imgsrc” to include your logo.
- Portal Footer: Allows you to add a custom footer to your page, such as a copyright message, date, address, and so on.
- Screen Recording”“:https://help.teamsupport.com/1/en/topic/using-the-customer-portals: Default is Enabled. When enabled, the Screen Recording option will be available to your customers on the portal. This is a great option, especially for software companies, whose customers may have a need to send a screen recording of their issue to your support staff. Your TeamSupport users also have a Screen Recording option available to them from within TeamSupport.
- Video Recording: Default is Enabled. When enabled, the Video Recording option will be available to your customers on the portal. In addition to Screen Recording option, customers (and users) can use Video Recording to record their face or a product using their webcam.
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