Setup the Customer and Consumer Service Portals
Customize the Customer and Consumer Service Portals to meet your needs.
Before you begin
Role required: sp_admin
Procedure
Navigate to .
Some of the components that you can customize include:
- Branding: Configure the portal branding to give your Customer Service Portal its own look and feel. The default theme for Customer and Consumer Service portals is the Coral theme.
- Menus: Configure the portal header menu to set up the main menu, one of the main navigation controls for your users.
- Homepage: Assign a homepage to the portal.
- Widgets: Use Service Portal widgets to define the content in your portal.
- Roles: Configure page security by role to either set up pages to be public (no login required) or to filter them by user role.