Administer > Administer the Service Management > Service Portal Administration > Configure Service Portal display theme settings

How to configure Service Portal display theme settings

Service Management provides a default display theme for the Service Portal. You can create a custom display theme to suit your company's look and feel.

For a quick guide describing the basic settings for the portal, see Quick guide to customizing the Service Portal.

Theme Settings page user interface

From the main menu, select Administration > Configuration > Service Portal Settings > Theme Settings.

Interface item Description

Theme

The theme for the Service Portal that is displayed. By default, the out-of-the-box Standard (default) theme settings are displayed.

Active theme: Standard (default)

Theme selection

Click List to display a drop-down list of themes. You may select a previously created theme, or create a theme.

Theme selection

Preview

When you update a setting, you can click Preview to display the change. The setting is only previewed and not saved until you click Save. For more information, see Preview custom theme.

More drop-down

When you have selected a theme other than the default, click More to display the following options:

  • Rename - select to rename the theme.

  • Delete - select to delete the theme.

  • Enable - select to enable the theme. Only available for selection when the theme is disabled.

  • Disable - select to disable the theme. Only available for selection when the theme is enabled.

  • Set as default - select to set the theme as the default. Only available for selection when the theme is enabled.

Preview custom theme

You can select which part of the Service Portal user interface the theme settings are previewed on.

Preview custom theme UI selection

Settings tab

Area where you define the settings for the theme.

Audience tab Area where you apply entitlement rules to select the audience for a theme.

    For more information about how each field in the editor affects the Service Portal display, see the Service Portal display theme settings below.

    Note The default, out-of-the-box display theme for the Service Portal is defined and saved in the system.

    To revert to using the default display theme for the Service Portal, click List and select Standard.

To add a new theme

  1. From the main menu, select Administration > ConfigurationService Portal Settings > Theme Settings.
  2. Click List and select + New theme.

    New theme

    The Create new theme dialog box is displayed.

    Create new theme

  3. Type a suitable name for the theme.

  4. From the drop-down, select the theme to provide the initial settings that you want to customize.

    For example, assume you previously created a custom theme named Alpha. You now want to create a similar theme, based on Alpha, but perhaps with changes to the text color, and background. First, you would give your new theme a name. Then, you would select Alpha from the drop-down list. If you wanted to create a theme based on the Standard theme, you would select Standard from the drop-down list.

  5. Click Create.

    The theme displays, but is disabled.

  6. To enable the theme, click More, and select Enable.

  7. Edit the settings as required. For more information, see Service Portal display theme settings.

  8. Click Save.

  9. To make the theme the default, click More, and select Set as default.

To set the audience for a custom theme

You can set the audience for a custom theme, so only that audience may see the theme, by using an entitlement rule.

You cannot use an entitlement rule with:

  • The out-of-the-box Standard theme

  • The currently selected default theme

    Note If you want to use an entitlement rule with a custom theme that is the currently selected default theme, you must first select another theme as the default theme.

  1. Ensure you have a suitable entitlement rule. For more information, see How to manage entitlement rules.

  2. From the main menu, select Administration > Configuration > Service Portal Settings > Theme Settings.

  3. If the custom theme you want is not already selected, click List and select the theme.

  4. Click the Audience tab in the left pane.

  5. Click Add entitlement rule and select the entitlement rule from the drop-down.

  6. Click Save.

Note You must enable a theme before it displays to users.

Service Portal display theme settings

Note  

  • All color codes must be provided in hexadecimal format.
  • Click Save to save your custom theme.
Section Fields Affected area of Service Portal display
Header
  • Name

  • Font/Text size/Text color/Bold

  • Logo

  • Background

Note This is the header and logo that displays only in the Service Portal.

  • Agent interface header label

  • Agent interface header logo

Header label

 

Note This is the header and logo that displays in all of Service Management, apart from the Service Portal.

 

Action ribbon
  • Search box background

  • Ribbon button foreground

  • Ribbon button background

  • Ribbon button hover

  • Ribbon text

  • Ribbon text hover

Global page settings
  • Background image

  • Page background

  • Page title

  • Section title

  • Content text

  • Link

  • Link mouseover

  • Clickable text

  • Drop-down list background
Buttons
  • Submit button text

  • Submit button background

  • Action button text
  • Action button 1 background

  • Action button 2 background
  • Buttons disabled color
Callout
  • My callout background
  • My callout text
  • Counterpart callout background
  • Counterpart callout text

MISC
  • Search keyword highlight

  • Record form background

  • Live chat bar text color

  • Live chat bar background color

  • Sidebar text
  • Sidebar background

  • Sidebar background blur
    This setting blurs the image selected for the background of the sidebar. You can enter a two digit number. 0 displays the image as is and 99 blurs the image till it is nearly opaque. 9 is the default setting.
  • Notification text

  • Notification background
My stuff
  • Foreground color

  • Background color

  • Text

Catalog icons

Click the link to access the Service Catalog Management page where you can design the category tiles. You can mix and match between selecting background images and background colors.

For details, see How to design category tiles for the Service Portal.

Sample images pack Click the link - Click here to download a sample images pack - to download a zip file containing sample images you can use as portal background images, category icons, and offering icons.  

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