Customizing your End-User Portal settings

Updated: 05/25/2022
Article #: 81


Here is a quick guide on customizing the End-User Portal:

1. Log in to Cayzu help desk portal with an administrative account.

2. Click on Admin (left side menu) to access the Admin section.

3. Click on End-User Portal Settings, Customization Settings.

A list of options are available that let you customize how your End-User Portal will function.


Here are the options explained:

1- Tickets can be submitted without requiring sign in.

This allows your users to be able to submit tickets without having to register(sign-up) or log in to submit a ticket.

2- Allow users to sign up using Cayzu's sign in mechanism.

    Allow users to sign in using Google SSO.

    Allow users to sign in using LinkedIn SSO.

These Single Sign-On (SSO) options allow your users to sign in using a variety of SSO log in options (Saves from having to remember multiple different passwords)

3- Folders/sub folders/articles can be viewed without requiring sign in.

This option will allow your users to view folder articles without having to log in.

4- Restrict ticket creation by company domains / contacts in the system.

This option will only accept tickets from contacts and company domains that match EXISTING contacts or domains in your help desk.

Please use this with caution as if a contact/domain does NOT exist, a ticket will NOT be created.

5- Disable "Powered by Cayzu Help Desk".

This option turns off the Cayzu branding.  Note: only available in paid accounts.

6- Enable time sheet report on your End-User Portal.

This option will enable the time sheet report in the End-User Portal for your users.

Users must be logged in to see their time statistics on their tickets.

7- Disable Search Bar on your End-User Portal.

This option will turn OFF the search bar on your End-User portal.

8- Allow users to log in using Cayzu's sign in mechanism.

This option will allow your users to use the Cayzu sign-in mechanism to log in to view tickets (Sign up is required prior to logging in)

9- Enable users to automatically sign in with an encrypted token.

This option allows you to sign in using an encrypted token.

10-Allow users to sign in using SSO.

This option allows you to enable SSO including Active Directory integration sign-on.

11- Display "Submit Request" Link.

This option will either show/hide the "Submit a Request" button on the End-User portal.

12- Display "New Here, Sign up here" section.

13Display "4 Feedback Panels" section.

14- Display "Feedback or suggestions" section.

These options will allow you to hide these sections respectively:

15- Display Article Folders section.

Hiding this option will remove the article folders from the End-User Portal.

16- Display "Ticket Assigned" column in your End-User Portal ticket grid.

Enabling this option will show the user which agent their ticket is assigned to after they've logged in.





Want more information about Cayzu Help Desk? Visit https://www.cayzu.com.

 

 

 







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