Customizing the End User Web Portal

 
Overview:

 

HelpSTAR will allow you to customize the look and feel of your .Net Web Interface.  You will have the option to customize the color options as logos that appear on your End User Web Portal.  You can also modify which options are available via the Web Portal. 

 

 
Adding a Company Logo or Banner and Changing Color Options:

 

Once the Web Portal installation is complete, options to customize the Web Portal will be launched.You can complete your customizations at this stage.  However, should you decide to customize or modify the theme of your web portal at a later time, you can launch the customization options from the following location:

                \HSNET\WebUIThemeCustomize.exe

Note: For Internet Explorer, it is recommended to upgrade version 7.0 or higher to view the best quality of your customizations.

 

 

To complete your customizations, perform the following:

  1. Company Logo - Upload your company logo to your Web Portal.  Click on the Browse button to locate your image file.  Click on the Open to insert the image.

     

     

  2. Color Theme - Select a basic color theme to match your company logo.  Scroll through available options and click on the Select Theme button for your desired theme. 

  3.  

    Preview Current Theme - Select the Preview Current Theme button to view how your theme will appear on the Web Portal.   Click on the Return to Customization Options button to return to the customization options.

  4.  

    38 - Web Portal Customization - Preview Current Theme.png

    Once you have returned back to the customization options, click on Next to continue with available options.

     

  5. Advanced Color Options - Further customization options for the main/background color of your web portal can be performed at this step.  Select advanced colors to further match your company theme or logo.

     

     

  6. Service Desk Details - Click on the Support Hours button to enter the available hours of support, contact phone number and URL for the help desk.

HTML Viewer - Modifications made to your Web Portal will be reflected immediately.  This viewer will allow you to preview the options selected for your customization.  Click on Enlarge View to preview your Web Portal on a larger window.

Click on Finish to exit the designer.

 

Allowing New Account Sign Up on the Web Portal

 

The End User Web Portal can be configured to allow new users to create their own accounts in HelpSTAR. 

  1. Login to the HelpSTAR Web Portal as a Privileged User.  Once logged in, select the HelpSTAR Customization Tab.

  2.  

     

  3. Under the Configure options, click on “New Account Sign Up”.

     

  4. A pop-up window will appear as shown below.  Click on the “Allow a new user to sign up through the web interface as an:” option.  Then select if the new account should be created as an External User or Internal User.

     

    Once you have selected your options, click on Save to exit this window.  Once your users access your web portal, the will have the option to create a new account on the login screen.

  

 

Changing the HelpSTAR Welcome Message

 

The HelpSTAR Welcome Message allows you add a custom welcome message that end users will see on their home page whenever they log into the Web Portal. 

  1. Login to the HelpSTAR Web Portal as a Privileged User.  Once logged in, select the HelpSTAR Customization Tab.

 

  1.  

     

  2. Under the Configure options, click on “Greeting”.

                     

  3. A pop-up window will appear to enter in your custom greeting message.  This Greeting box supports HTML so you can customize your welcome message as you see fit.

  4. Once you have entered in your welcome message, click on Save.  When a user logins to the web portal, the new welcome message will appear as shown below:

  5.  

  

 

Hiding Web Portal Options from the End User's View

 

To restrict access to Web Portal options for end users, perform the following:

 

  1. Login to the HelpSTAR Web Portal as a Privileged User.  Once logged in, select the HelpSTAR Customization Tab.

  2.  

  3. Under the Configure options, click on “End User Web Portal Options”.

     

     

  4. The following options are available to enable or disable on the End User Web Portal:

 

 

  1. Select the options you wish to include on the End User Web Portal and click on the Save button.  Changes are reflected immediately on the End User Web.  An End User will view changes to the web portal upon next login.

  

See Also:

Web Portal for the End User

Web Portal for Privileged Users

HelpSTAR's Windows Client Home Page

Web Portal URL Links

Assigning Privileges