When your account is created, the web portal is automatically configured and ready, but you can view and change web portal settings if needed.
To do that go to Settings > General Settings Section > Web Portal Settings
Overview #
Let’s cover what you can modify and change.
General #
The following information are examples of default settings.
- Company ID – xxxxxx
- The number is generated by SeamlessDesk and used internally by SeamlessDesk to track customer accounts.
- Sign Up URL –
http://[yoursubdomain].seamlessdesk.com/user_create/?cu=[CompanyID]- This URL is what your end users would use to create an account, granting them access to your Knowledge Base and self-service portal.
- By selecting the QR code icon, you can generate a QR code that can be distributed throughout your organization.
- Login URL –
http://[yoursubdomain].seamlessdesk.com/user_login/?cu=[CompanyID]- This URL is what your end users would use to log in to their account once their account has been created, granting them access to your Knowledge Base and self-service portal.
- By selecting the QR code icon, you can generate a QR code that can be distributed throughout your organization.
- Submit Portal URL –
http://[yoursubdomain].seamlessdesk.com/tickets/submit/?cu=[CompanyID]- This is a direct URL that you can provide to your end-users so that they can submit tickets.
- By selecting the QR code icon, you can generate a QR code that can be distributed throughout your organization.
- Additionally, you can embed the ticket widget on any of your internal intranets or pages.
- Portal Title – [Company Name] Submit Ticket
- This is the title at the top of your portal.
- Portal Message – How can we help?
- This is the message at the top of your portal.
- Portal Department Label
- Define the default department to receive tickets.
- Success Title – Your ticket has been submitted!
- Display title after end users submits tickets.
- Success Message – A technician will reply to you shortly.
- Display message after end users submits tickets.
- You can provide follow-up steps here, add a direct phone number, provide estimates on when you will respond, etc.
- Custom Fields – To add custom fields to your submission form can be found under Ticket Fields.
- Theme Color – Choose the theme color of your portal.
- You can select from one of the general colors, or scroll to the bottom of the list and select “Custom” to enter a hex color value.
Click “Save” once you are finished modifying your settings.
If you need any assistance or if you have any questions, please contact SeamlessDesk support at Support@seamlessdesk.com.