Configuring mySupport Customer Options

 

Use the Customer tab in the Options screen to select a layout to appear when a customer clicks the View Complete Profile button in Account Settings, and to enable customers to add dashboards and components to a mySupport portal and specify the components that can be added. Note that currently the only way to view a customer dashboard is to use the customer’s login on the portal; only corporate dashboards (created via the mySupport Portals screen) are available for copying and adding to a portal.

Customer Profile Layout Select a predefined mySupport Customer Profile layout to appear when the customer clicks the View Complete Profile button in the mySupport Account Settings screen. You can also click the Configure icon to configure a layout. If you select None in this field, the View Complete Profile button will not appear.
View All Assets For Work Item Submit Select Yes to enable customers to display a list of all assets for selection. Customers will not be able to access the full Asset records.
View All Configuration Items For Work Item Submit Select to enable customers to display a list of all configuration items for selection. Customers will not be able to access the full Configuration Item records.
Show Time Zone Prompt Event calendars and work item histories, and other time-based items display in the server’s time zone by default; select Yes to display a prompt reminding customers to set their time zone. If the customer selects Set Time Zone, the Time Zone section in Account Settings will appear.
Allow Avatar Edit Select Yes to enable an Avatar tab to appear for the customer to upload an avatar image. This enables a customer to set an avatar that will appear on the mySupport header, in discussion posts, and on the Approvals tab in the Incident, Change, and Purchase Request screens (if the customer is an approver in an approval cycle or a customer on an incident or change). The avatar will be updated in the customer’s Profile record.
Allow Approver Delegate Edit Select Yes to display the Approver Delegate tab in the Account Settings screen to enable the customer to designate another customer who can specify a verdict on work items pending approval for them. Note that an approver delegate can also be specified for a customer in the Customer Profile screen.
Allow Personal Dashboard Creation/Available Components Select Yes to display the Add + button on the portal for a customer to add dashboards, and then select the components to display for the customer to add to dashboards. When a customer clicks the Add + link, a dialog will appear for adding a name and then the newly-created dashboard will appear along with a list of the components selected in the Available Components field on the Customer tab in Options. When the customer drags a component from the Designer menu to the newly created dashboard, the Settings dialog will appear to configure the feature and appearance for the component.

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