Company Details
These settings are used throughout the portal to personalize help text, branding, and website links with your company details.
NOTE: All settings are blank by default and must be configured before you can use the Case Portal. Once you’ve updated a page, click Update Settings to save your changes. You can return to these settings at any time and update them as needed.
- Company Name: Enter the name of your company as you’d like it to appear throughout the portal. You can choose from any Own Organisation configured in your database
- Support Website/Knowledge Base URL: Enter the URL of your Help Center or Knowledge Base. This link is shown at the top of the Raise new case window, encouraging users to check your support resources before submitting a case
- Company Logo URL: Enter the URL of the logo you want to display in the top-left corner of the portal, usually your company logo. If the image isn’t already in Workbooks, upload it to the Upload Library (Start > Marketing > Upload Library). Once uploaded, copy the External URL and paste it into this field.
- Navigation Bar URL: Enter the URL that users should be taken to when they click your company logo in the portal. This is typically your company website’s homepage
- Company Logo – Height in Pixels: Enter the height of the logo displayed in the Case Portal navigation bar, in pixels. If left blank, the default height is 32px. Enter the number only for example, ’32’ — px is added automatically
- Company Logo – Width in Pixels: Enter the width of the logo displayed in the Case Portal navigation bar, in pixels. If left blank, the default width is 120px. Enter the number only for example, ‘120’ — px is added automatically
- Show Cookie Bar in Case Portal:Show a cookie notice in the Case Portal footer. If you’re embedding the portal in an iFrame, you may want to disable this setting, as your website will likely already display its own cookie notice outside the iFrame
- Privacy Policy URL: Enter the URL of your company’s privacy policy. On the login page, users can click the Privacy Policy link in the cookie notice and will be taken to this URL.