Custom Client Portal Content

Summary

The purpose of custom content is so that the portal reflects your organization's brand by configuring how it appears to users. Each section serves a different purpose and is outlined in the following sections.

Pages

Navigation: TDAdmin/Applications/[Your Client Portal]/Desktops & Pages/Pages

The Pages section of the client portal allows administrators to create desktops which are visible to public users. Each active page will have its Name displayed in the navigation bar, next to all the user-visible applications. These custom pages can have a custom order, and appear before any standard TDX application. By default, an inactive page labeled "Home" will be there to configure as needed.

In the Admin tool, a list of all pages for the organization will be displayed, and the name of each can be clicked to edit it. The Move column can be clicked to reorder the pages, while the Is Active and Is Default columns can be clicked to toggle the value for a page. In addition, users can delete pages by clicking the Delete column link and create new ones by clicking the New toolbar button.

When editing a Client Portal page, the Details tab can be used to change the name and description of the page. On the other hand, the Content tab can be clicked to change what modules appear on the page. In addition, this tab allows users to select the basic page layout, as well as which modules should be displayed.

The Knowledge Base, Projects/Workspaces, Questions, and Services sections contain a list of standard TDX modules for each application. These sections also display custom HTML modules which have been associated with the respective application and have a context of TDClient. See the Creating/Modifying HTML Modules knowledge base article for additional information on configuring these modules.

The Client Portal and News sections similarly display HTML modules that have the respective application specified. However, the Client Portal section also includes Twitter Modules, which can be configured in Admin under the Client Portal > Twitter Modules section. The News section also includes custom RSS Modules that have been created. This Knowledge Base Article contains additional information on how to configure custom RSS feeds.

In addition, it can also be enabled so users are able to edit the page content for their instance of the desktop. However, it is worth noting that these page content changes are on a per-user basis and are only available once a user has logged in, if editing has been enabled for the page. The only way to change default content of a custom page is by editing the page in the Admin application. However, these changes will only be applied to custom page instances which have not already been edited by users.

Site Settings

Navigation: TDAdmin/Organization Settings/Site Settings

This section allows administrators to customize what Client Portal and prompt features are available. The General section allows users to enable/disable a search box that searches on Services, Knowledge Base, and Questions items simultaneously. In addition, a checkbox determines whether or not users must be authenticated to leave feedback on KB Articles and Questions.

The Login Prompts and HTML Footer sections allow administrators to provide custom HTML content when users visit their domain-specific Client Portal. The Client HTML Footer and Client HTML Header always displays in the Client Portal, while the Login Prompts will only appear when users attempt to login to either TDNext or the Client Portal. In addition, administrators can control which applications are available to unauthenticated users in the Public Applications section. Currently, the only applications which can be made publicly-visible in the Client Portal are Projects/Workspaces, Services, Knowledge Base, and Questions.

Styles

Navigation: TDAdmin/Client Portal/Styles

This section is entirely so that administrators can make sure that their organization's brand is reflected in their instance of the TDX Client Portal. Custom background/text/hover coloring and widths for a variety of Client Portal page components are supported. Each component can be clicked to display a color wheel for easy selection. In addition, a preview window on the right side of the page will display all of the currently selected settings.

Custom favicons can also be configured from this page. This icon, if enabled, will display to the left of the page title in the internet browser tab. There are third party tools which can be used to help generate this icon in an .ico file format, which is the required file extension for icon uploads. Although this icon is small, it continues to allow organizations to further reflect their brand in the Client Portal.

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Details

Article ID: 16846
Created
Wed 9/28/16 9:17 AM
Modified
Sat 5/9/20 12:43 PM

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