Managing mySupport Portal Items

mySupport portal items include option sets, themes, navigators, corporate dashboards created via the Portal configuration screen, customer dashboards created via portals, feeds, and event calendars. Option sets are individually saved and can be associated with multiple portals; themes, navigators, and dashboards are individually saved and can be used by multiple option sets. These associations must be removed before an item can be deleted; for example, if a theme is used for an option set, a different theme must be selected for that option set (via the Portal configuration screen) before the theme can be deleted. If an option set is set as default for a portal, you’ll need to select another default option set for the portal (via the Portal configuration screen) in order to delete it.

Use the Core Settings | mySupport | Manage Portal Items screen to display the defaults and associations for option sets, themes, navigators, dashboards, feeds, and event calendars and copy and delete portal items.

• Option sets include the settings that control how features behave, as well as settings for global features such as authentication. 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. Option sets have associated themes and navigators.

• Themes include 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.

• Navigators, which enable access to features and content, can appear as a list of links on the left side of a portal, as a set of icons in a navigation tile component, or both. Navigators are associated with option sets, but you can save navigators for use with other option sets.

• Administrators create corporate dashboards via the Portals screen, and end users create customer dashboards if enabled via the Customers tab in the Portal Options screen.

•  Customers can create, view, reply to, and share discussion posts on shared discussion-only news feeds that are created and managed via the News Feed component on the Desktop.

• Event calendars can be used  to schedule meetings and other events for display in mySupport and Desktop components.