Web Portal administration and customization settings

Once the HelpMaster Web Portal has been installed and configured to run, a number of additional settings may to be customized prior to using the Web Portal. Each of the settings outlined below are stored in the HelpMaster database.

Use

Access the Web Portal settings as follows.

Login to the HelpMaster Desktop edition,
From the Web ribbon, select Web Settings,
Click on each of the tab pages on the Web Portal Settings screen and configure the settings as desired,
Click the OK or Apply buttons to save your changes.

Explanation of settings

"General" tab

Company Name: This text will appear on the title bar of every browser window that is displayed throughout the application.

Home page URL: Set this to the URL that resolves to the logon page of your HelpMaster Web Portal. This settings is used by some Email Template tags that point to your HelpMaster Web Portal, including the job feedback survey.

Custom Web Links: Create custom links to your web site or other resources. This will be displayed under Custom Links in the navigation bar.

"Email" tab

Web Email Account: Select an Internet (SMTP) style account which will be used for all emailing via the web application. See Configuring Email for the Web Portal

Default Action Template: A default Action Template can be selected for Clients to update their job. Job status and notification emails to staff can be configured in this Action Template if desired. If not selected then a blank template will be used that only inserts the updated details without any other changes to the job.

"Web Display Messages" tab

Logon Screen: This text will appear beside the Username / Password on the logon screen.

Home Page: This text will apear on the home page after logging in.

About Us: This pages text and images will appear when the About Us link in the navigation bar is clicked.

Contact Details: These contact details will also apear on the About Us page as above.

"Email Responses" tab

Reset Password: This is the email response that will be sent to the client if they initiate a password reset..

Account Confirmation: This email response will be sent to a new client after registering for a logon account.

"Logo Images" tab

Select logos to apear on the Web Portal. The small logo will apear in the navigation bar while the large logo will show on the logon screen.