Service portals in HappyFox Service Desk allows you to have multiple portals targeting different sets of requesters or in case a company supports multiple clients through one service desk account. You can customize your service portal, service catalog, and knowledge base for each of your portals. As a result of this you can have a centralized way of managing services and support for different use cases while your requesters or customers see information that is only relevant to them.
By default one service portal will be available for all pricing plans. Multiple service portals are available for Service Desk Enterprise and Enterprise Plus customers. Please visit HappyFox Service Desk pricing page for detailed limits on the number of portals you can create.
Permissions
Manage Service Portals
- This is a Account level permission.
- Admins and agents with this permission can configure, modify service portals in service desk.
How to configure Service Portals?
1. Navigate to Manage > Service Portal from your module switcher on the left.
2. Click on the + button to add a new portal.
3. Fill in the basic information asked for.
3.1. Provide a name, a URL for the service portal along with a description.
3.2. Associate the teams from your service desk for this portal.
3.3. Click on save settings.
Once this basic configuration is done, the service portal is created. You can manage your list of portals from the "Service Portals" section.
Advanced customizations
To customize the service portal click on the corresponding row against the name of the portal.
- Fields to be displayed in the service portal's new ticket form can be customized by selecting the three dot menu in the corresponding row to select Manage Service Portal Forms or by visiting the Manage > Forms page.
- You can customize the look and feel of the service portal using the Customize Service Portal option.
- To perform the advanced customizations, click the three dots option to open the sub-menu.
- Using the Manage > Account Settings > Personalization you can customize the favicon for the portal.
- To customize the look and feel of your service portal, please click Support Center Settings. Then use the service portals dropdown to customize specific features. Click here to learn more.
