Use the Basics tab to enter a name and description for the Options settings, specify the theme and navigator (if creating an option set), configure registration and forgotten password settings, and more.
When you first create an option set, the Theme and Navigator fields will appear for selecting the theme and navigator; use the Configure icon next to the Theme and Navigator fields at the top of the Portal screen to modify the theme and navigator.
Name |
Enter a name for the Options settings. This name will appear for selection in the mySupport Portal configuration screen as well as in the Customer Profile, Company, and Group screens for mapping to customers, companies, and groups. |
Description |
Enter a description of the Options settings. This description will appear in the Options list view. |
Pin Navigator by Default |
Select Yes to display the left side navigator opened and pinned when a customer first accesses the portal. |
Theme |
This field appears if creating an option set. Themes includes the colors, fonts, and header image on the mySupport portal. Select Create New mySupport Theme to access the mySupport Theme screen and create a new theme; select Use Existing mySupport Theme to select a preconfigured or default theme included in iSupport. |
Navigator |
This field appears if creating an option set. A mySupport navigator enables access to content accessed by the Menu icon; it can appear as a list of links on the left side of the mySupport portal, as a set of icons in a navigation tile component, or both. Select Create New mySupport Navigator to access the mySupport Navigator screen and create a new navigator; select Use Existing mySupport Navigator to select a preconfigured or default navigator included in iSupport. |