User Portal - Spiceworks

User Portal - Spiceworks

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Spiceworks gives you the ability to revamp your User Portal with a whole new look and much more functionality. You can change the colors to whatever you'd like and add your own logo. Your users can submit and respond to tickets, you can add multiple pages, change the layout, create multiple content areas, add your own knowledge base articles, all in the User Portal for Spiceworks.

Table Of Contents

What's New In The User Portal How Do I Set Up The New User Portal? Add Active Directory Authentication Can I Translate The New User Portal? How Do I Add A New Page? How Do I Add New Content? How Do I Add Custom Ticket Entry Forms?

How Do I Rearrange Content? How Do I Change The Color Scheme? How Do I Add/Change My Company Logo? How Do I Add Widgets? How Do I Change The Name Of My Portal? Managing User Portal Content

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What's New In The User Portal

? Create custom new ticket forms: With 6.0, you can add your own custom ticket forms to collect the information you want, in the order you want. This is great for creating maintenance tickets and IT tickets in the same portal, and adds a lot of options for Ticket Rules.

? Add links to Knowledge Base articles: Using the links provided by clicking the Share button in your Knowledge Base, you can create a repository of KB articles that would benefit your end users.

How Do I Set Up The New User Portal?

For information on setting up the new User Portal, refer to this how-to document.

How Do I Add Active Directory Authentication?

To secure your User Portal using Active Directory, see this article.

Can I Translate The Portal To Another Language?

Yes! You can use the language pack feature to translate the User Portal. You can also import language packs others have created through the Extensions Center.

How Do I Add Additional Pages?

To create a new page, you only need to click New Tab in the top lefthand corner of the User Portal. In the new screen, you can choose a name for the new page and decide whether you want the page to be accessible to everyone, or just admins.



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How Do I Create New Content Areas?

You can add a new content area by clicking on Manage Content in the top righthand corner of the Portal. The new content area is added to the main area by default. If you want the new content to be on the sidebar, simply click and hold move and drag it to the sidebar.

? Some content that you can add: Welcome: An existing custom block that displays welcoming text. You can edit this to say whatever you'd like. Login/Logout Form: A content block that allows users to enter their email address to log in to and log out of the Portal. New Ticket: This content block creates a form to allow users to submit tickets. Open Tickets, Closed Tickets: These blocks display the user's tickets that are open or closed. Close/Reopen Ticket: A content block that allows you to close and reopen tickets, all from the scope of a particular ticket. Admin: This content block displays the phone numbers and links that you choose.

Custom Ticket Form: This inserts a new ticket form that lets you select what content is displayed and in what order. Open CC'd Tickets, Closed CC'd Tickets: This displays links to the respective tickets that the user is CC'd to. IT Articles: This content block displays links to the articles you write. Closed Tickets Link: This block links to all closed tickets for the user. It is the same as the Closed Tickets content, but

displays the information on a different page. New Content Block: This allows you to create your own personalized content.

How Do I Add Custom Forms To The User Portal?

In Spiceworks 6, you gain the ability to add custom forms to your User Portal. So now you can have one page for IT requests with specific fields related to IT, and another for maintenance issues where you can ignore the IT attributes and only get info for the attributes that are related to maintenance.

? Navigate to the User Portal link under the Help Desk drop-down menu ? Click Design the User Portal ? Click Manage Content ? Select Custom Ticket Form Now you can edit, move or delete the existing content blocks within the custom ticket form. Add additional blocks by using the selections on the left. Note that these fields will just be listed in the description field of the ticket (except fields such as attributes). You can set Ticket Rules to look for the text in the description, however, to populate other fields. Your available options are: ? Header: This adds the title to the form. By default, this is "For help with an IT issue you are experiencing, please complete the

form below." ? Text Field: This is a one line text field similar to the Summary. You can edit the label preceding the field by clicking on it. The

gear icon will let you adjust the width of the box and assign the value as the ticket subject. ? Text Area: This is a larger text box similar to the Description field. Click on the label to edit it. The gear icon will allow you to edit

the width and height of the box. ? Radio Set: This provides your users with the ability to choose from a number of options, with only one choice being allowed.

You can edit any of the text by clicking on it, or add/remove options by clicking the gear icon. ? Select Box: This provides your users with the ability to choose from a drop-down menu, like list type custom attributes. You can

edit any of the text by clicking on it, or add/remove options by clicking the gear icon. ? Checkbox: This provides your users with the ability to choose from a number of options, with the ability to choose multiple

entries. You can edit any of the text by clicking on it, or add/remove options by clicking the gear icon. ? Date Field: This allows your users to input dates. You could use this to allow them to set their own due date, or when a problem

began occurring. ? Attachment: Let your users upload an attachment with their ticket. ? Attribute: Here you can add existing attributes to your form. The attributes will be displayed based on the type you selected

when creating it.

How Do I Rearrange Content In My User Portal?

It's easy to rearrange the content blocks in the new User Portal. Simply click and hold the move button on the block you want to move. Drag the block where you want to put it and release the mouse button.

How Do I Change The Background Color Of The Portal?

To change the background color of the Portal, click Preferences in the top righthand corner of the screen. Choose the color scheme you want and click Save Changes.



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How Do I Add An Image Or Logo To The Portal?

To add an image to the upper left portion of the Portal, click Preferences in the top righthand corner of the screen. Click Choose File and select the image you'd like to display. You can only add images that are .gif, .jpg, or .png. Then click Save Changes to save the changes. The image will display instead of the Portal name. To have your company's logo and a portal name, you will need to create an image containing both.

How Do I Add Widgets?

Do you want a calendar on your User Portal? How about a clock? Or a weather forecast? While widgets like these may not seem that related to IT problems, they can help your users' migration to the User Portal go a little smoother. You can easily embed content into your Portal.

? Open your User Portal by clicking User Portal on the left-hand nav panel. ? Click Add Content and then New Content Block. ? Click Source. ? Give your new content a unique name. No two content blocks can have the same title. ? Copy your embedding code from the widget's source to the text block in your User Portal and click Publish. For more in depth directions for embedding widgets, click here.

How Do I Change The Portal Name?

To change the displayed name of the User Portal, click Preferences in the top righthand corner of the screen. Type the new name you'd like in the text box next to "Portal name" and click Save Changes.

Managing The User Portal

With the User Portal, you can edit the information displayed to your users without ever even opening it. By using the Manage Content feature, you can edit your content and create new articles.

Managing your User Portal: ? Click User Portal under Help Desk. ? Click Manage The Content to edit the content of your User Portal.

To edit the content and articles of your portal, simply click the content or article that you want to edit and make your changes in the editing box in the bottom half of the screen. In addition to editing the text, you can change the style to make the text red, highlight the text in yellow or green, strikethrough text, etc. You can also change the font, size, and format of the text in the content or articles. To delete content or articles, click delete next to what you want to delete. Then click OK to delete the content. Any pages linking to this content or article will be affected and need editing in the User Portal. You can create a new article by clicking New Article at the top of the page. Type your article with the style and formatting you want then click Publish to save the article. After the article has been published, you can view the article as it will appear in the User Portal by clicking the view in portal link. After editing the content, you can view the User Portal to see your changes and rearrange, add, and delete content by clicking the View & Design Portal link at the top of the page.

Rev 5 (diff) -- Last edited at August 09, 2012 03:06 pm by Jonathan (Spiceworks)

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