Configure the Portal

The portal is the main interface for the customer and serves as the central hub for all customer activity. Customers can use the portal to submit tickets, initiate live chats, view Knowledge Base articles and news items, and access other important information.

After completing the Setup Wizard, there are no additional actions required to set up the portal. However, you may wish to customize the portal by adjusting some settings, adding custom links, or editing the knowledge base settings.

Applies to SmarterTrack 11.x-12.x

Follow these steps to customize your portal:

1. Log into the SmarterTrack management interface as an Administrator.
2. Click the Settings icon.
3. Expand the Manage folder and click Brands.
4. Edit the specific brand and click the Portal Options tab.
5. You can now modify how the portal will display.
6. To change knowledge base and custom link settings please see SmarterTrack 11.x Settings Redesign for new location.

Applies to SmarterTrack 10.x

Follow these steps to customize your portal:

1. Log into the SmarterTrack management interface as an Administrator.
2. Click the Settings icon.
3. Expand the System Settings and the Portal folders in the navigation pane. You can choose to edit portal settings, knowledge base settings or custom links by clicking the corresponding page:
   • Portal Settings – Use this section to edit general portal settings. For more information, please refer to the Portal Settings page in the SmarterTrack Online Help.
   • Knowledge Base – Use this section to edit general knowledge base settings. For more information, please refer to the Knowledge Base page in the SmarterTrack Online Help.
   • Custom Links – Use this section to add links to the portal. For more information, refer to the KB article How To – Add Web Site Links to the Portal.

Applies to SmarterTrack 6.x - 9.x

Follow these steps to customize your  portal:

1. Log into the SmarterTrack management interface as an administrator.
2. Click the Settings icon.
3. Expand the System Settings and the Portal folders in the navigation pane. You can choose to edit portal settings, custom links, Sitemaps, or enable social networking by clicking the corresponding page:
   • Portal Settings – Use this section to edit general portal settings. For more information, please refer to the Portal Settings page in the SmarterTrack Online Help.
   • Knowledge Base – Use this section to edit general knowledge base settings. For more information, please refer to the Knowledge Base page in the SmarterTrack Online Help.
   • Custom Links – Use this section to add links to the portal. For more information, refer to the KB article How To – Add Web Site Links to the Portal.
   • Sitemap – Use this section to create site maps for SmarterTrack. For more information, please refer to the Sitemap page in the SmarterTrack Online Help.
   • Social Networking – Use this section to enable social networking and choose with social networking platforms (Digg, Facebook, etc.) the portal supports. For more information, please refer to the Social Networking page in the SmarterTrack Online Help.

NOTE: Any changes made to portal settings or social networking options will affect all of the brands within the company. Custom links can be assigned to one or multiple brands.

For more information, please see the SmarterTrack Online Help.

Learn more about the SmarterTrack online help desk and how you can improve your overall customer service.