How to configure Service Portal feature settings
Service Management provides default feature settings for the Service Portal.
To customize the settings, from the main menu, select Administration > Configuration > Service Portal Settings > Feature Settings.
Note After any feature setting changes are made and saved, you must log out and log back in to the Service Portal to bring them into effect.
You can change the following feature settings:
By default, all of the following features are enabled. Select Off to disable a feature, and remove all references to it from the portal.
- Approval delegation
- Services and assets
- Request on behalf
- Shopping cart
- Live chat
In addition, you can configure the Approval delegation feature. The default configuration allows delegation to all users. Alternatively, you may select one of the following from the Allowed delegations drop-down:
In the Ribbon promotion section, you can select which of the following links display in the top ribbon of the Service Portal:
- Ask friends
- Help friends
- New request
- Request on behalf
- Suggest idea
- Your approvals
- Your requests
- Your services and assets
You can select up to four links to display.
Portal loading page
By default, the Service Portal light startup landing page is enabled. In the Enable portal loading page field, you can disable this by selecting Off.
If this option is enabled, on startup a standardized light landing page displays for users. While the portal loads in the background, users can:
If users do not interact with the light landing page, it automatically closes when the portal loads.
You can neither customize nor rebrand the light landing page.
By default, the ability to log in to the Service Portal using the mobile app is disabled. In the Enable mobile app field, you can enable this by selecting On.
In the Mobile QR code URL field, you can customize the website URL placed into the mobile app QR code, default website URL is used if this field is left blank.
For more information, see Configure-the-Service-Portal-mobile-app_19895589.
Portal profile page on first login
On the Service Portal, there is a profile page for the user to complete. By default, this displays automatically when the user logs in for the first time. In the Show portal profile page on first login field, you can disable this by selecting Off.
Virtual agent and email integration
Configure need for offerings in requests
On the Service Portal, you can configure whether the user can create a request without a matching offering. This functionality is affected by whether there is a default offering in Service Request Management. Select the appropriate option in the Request offering on Service Portal request field, as detailed in the following table. For more information, see Default offering.
Use the custom request form
The default request form that Service Management provides include the following information:
- Request description
- User options
You can customize the form to suit your company's needs. Follow these steps:
- In the Use the custom request form field, select Custom request form - customizable. By default, Default request form - pre-defined fields is selected.
- Click Save.
Now you can customize the fields and layout by editing the Custom form for request records. For more information on how to edit forms, see How to edit a form.
Suggested links in email and virtual agent support
On the Service Portal, the ability to display links to the following, in specially prepared email messages and virtual agent support, is enabled by default. In this section, you can disable each type by selecting Off.
- Public requests
Enable request creation and actions from email
On the Service Portal, the ability for users to create requests, add comments, and accept solutions directly from emails, without logging into the Service Portal, is disabled by default. In this section, you can enable the function by selecting On.
Note If this flag is not enabled, none of the other options relating to request creation and actions are enabled, even if those flags are set to On.
Email integration agent
Contacts do not have login permission for Service Management. For the system to automatically process emails from contacts, you must set a default agent user. In History, the operations register as if done by the default agent user. In the Email integration agent field, you can enable this function as needed by selecting an agent from the drop-down.
Specify email validity time frame
You can specify the time frame for which emails that are sent from the Service Portal are valid. A user can perform the action specified in the email (such as accept a request or select an offering from the provided suggestions) only during the specified time frame. The default value is 3 days. In this section, you can change the selection to be from 1 to 5 days.
Enable approval through email
On the Service Portal, the ability to approve by email each of the following, is disabled by default.
- Release approval
- Article approval
- Change approval
- Request approval
- Proposal approval
In the Enable approval through email section, you can enable each type by selecting On.
Enable agent anonymity
On the Service Portal, agent anonymity is disabled by default. In the Enable agent anonymity field, you can enable this function by selecting On.
If you enable this function, agents are anonymous during live chat sessions, when commenting in the Service Portal, and in email notifications. This means neither the avatar nor the name of the agent are displayed. Instead, the anonymous agent appears as Support Agent in all chats and comments on the Service Portal, as well as on notification emails.
If you enable agent anonymity, you must also configure it. For more information, see How to configure support agent anonymity.
Enable article comments
On the Service Portal, by default, public comments can be added to articles. In the Enable article comments field, you can disable this function by selecting Off.
Enable offering comments
On the Service Portal, by default public comments can be added to offerings. In the Enable offering comments field, you can disable this function by selecting Off.
Enable subscription comments
On the Service Portal, by default public comments can be added to subscriptions. In the Enable subscription comments field, you can disable this function by selecting Off.
Configure public request location settings
This setting determines the hierarchy of location level that applies to public sharing of requests. In the Default location level for public request sharing field, select one of the following:
The default value for this field is Building. For more information, see Public audience.
Enable and configure followers
On the Service Portal, the followers function is enabled by default. In the Enable followers field, you can disable this function by selecting Off.
You can configure the feature by limiting followers. The default configuration allows all users to be followers. Alternatively, you may select one of the following from the Configuration for followers drop-down:
For more information, see How to view and follow a public request in the Service Portal.
Target translation language
Note This feature works if you have enabled in-line translations in Application settings. For more information, see In-line translations.
On the Service Portal, the default target translation language is English (US). When a user does a search, if there are less than five results, Service Management automatically:
- Translates the search text into the specified target language.
- Searches using the translated text.
- Merges both search results, and displays them to the user.
To change the target translation language, select the appropriate value from the drop-down.
Enable new request tracking page
There is now a new and improved request tracking page available for use in the Service Portal. By default, this new page is not displayed. In the Enable new request tracking page field, you can make the new page the default by selecting On.
The new page will automatically become the default in a future release.
Enable read-only display for closed requests
By default, having closed requests display as read-only is disabled. In the Enable read-only display for closed requests field, you can enable this and make all closed requests read-only by selecting On.
Select category page type
On the Service Portal, when a user clicks on a category tile, a page is displayed with three tabbed sections. You can configure the default section that is displayed. Select the appropriate option in the Category page type field, as detailed in the following table.
By default, knowledge (articles and news) is enabled in Service Portal. You can disable knowledge by selecting Off. For example, if you do not use the Knowledge Management module in Service Management, select Off to prevent empty knowledge list from being displayed in Service Portal.
When you select Off, knowledge article related information is hidden in the following locations in Service Portal:
- Global search result and suggested result
- Side panel widget
- Category detail page
- Services and Assets page
Note If you select Off, you can only configure the Select category page type setting to "OFFERINGS".
The timer in Live Support to catch the initial handling time of a new request is enabled by default.
To disable this ability, follow these steps:
- In the Enable timer field, select Off.
- Click Save.
Enable customized tab
By selecting On in the Enable customized tab field, you can add a customized tab to track the requests that are requested to the same company. You can select the appropriate options, as detailed in the following table.
Text input interval for search
This option defines a user's text input interval for search. If the system waiting time is longer than this interval, the system will start searching according to all characters entered by the user. The value must be equal to or greater than 500 ms.
Toggle upper case
On the Service Portal, the system displays the product name in branding, category tile names, and the customized tab name in a request list in all upper case by default. You can toggle text between all upper case and the actual user input by selecting On/Off in the Toggle upper case field.