Setup Business and Consumer Portal
Configure the Business Portal to match your organization's requirements, including branding, menus, home pages, widgets, and search sources.
Before you begin
Role required: sp_admin
Procedure
Navigate to All > Service Portal > Service Portal Configuration.
Some of the components that you can customize include:
- Branding: Configure the portal branding to give your Business Portal and Consumer Portal portal their own look and feel. The Coral theme is available for the Business and Consumer Portal portal.
- Menus: Update the base system menu or add a new one. For details, see Configure the portal header menu.
- Home page: Update the default home page by updating the widget configuration or assign a custom home page. For details, see Assign a homepage to the portal.
- Widgets: Use configurable portal widgets to define the content in your portal. For details, see Configurable Portal widget library.
- Header: Update the header configuration according to your need. For details, see Configure the Portal Polaris Header widget for your portal
- Footer: Customize information at the bottom of the page. For details, see Configure the Portal Polaris Footer widget.
- Taxonomy: Configure a taxonomy on Business and Consumer Portal to define topics relevant to your users.
- List pages: Browse, search & filter through records of cases, products, orders, and others. For details, see Add and configure the Portal Data List widget
- Roles: Configure page security by role to either set up pages to be public (no login required) or to filter them by user role.
- Search sources: Configure a search source for the portal to describe the behavior and source of searchable data. For details, see Define a search source.
- Knowledge base: Configure a knowledge base for the portal to view the associated knowledge articles. For details, see Configure knowledge bases for a portal.
- Catalog: Configure a catalog for Business and Consumer Portal portal. For details, see Configure a catalog in Service Portal.
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