Configuring mySupport Portals

You can design a portal with components on dashboards, links on a left side navigator, and buttons and icons in a component for accessing iSupport features.

Portal configuration, done through Configure icons at the top of the Portal screen, involves configuration of the following for a portal URL name:

Defaults, custom field display, and authentication settings.
A theme which includes the colors, fonts, and header image. A default set of themes is included in iSupport for you to use, copy, and modify. Themes are associated with option sets, but you can save themes for use with other option sets.
Dashboards which are tabbed spaces on the portal that you can label and add components via the Designer. Corporate dashboards can be created by administrators in the Portal screen, and customer dashboards are created by customers on the portal if enabled in the Customer Options configuration screen. Each portal must contain at least one dashboard; click the Add+ tab to create one. A row will appear for you to drag components from the Designer list on the left; you can add more rows and columns using the icons in the upper right corner of the row.
A navigator which enables access to features and content; it can appear as a list of links on the left side of a portal, as a set of icons in a navigation tile component on a dashboard, or both.
An option set, which includes the settings that control how features behave, as well as settings for global features such as authentication. It is linked to a theme, navigator, and one or more dashboards. Option sets control the user experience through associations with customers, customer groups, and companies. Once mapped to a customer, customer’s primary company, or customer’s primary group, the navigator, dashboards, theme, and other settings configured in the option set will appear when the customer logs in.

Note that themes, navigators, and dashboards are individually saved and can be used by multiple option sets. Example

Use the Manage Portal Items screen to copy and delete existing option sets, themes, navigators, corporate dashboards (created via the Portal configuration screen), customer dashboards, news feeds, and calendars.

Note that the Resource Editor in the Utilities subdirectory enables you to customize and translate the text that appears for elements on the mySupport portal such as labels, messages, and the Help page.