Get Started

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Prerequisites

Review the following requirements:

  • Service Manager Service Portal uses https and by default runs on port 9000. If the Launchpad is customized for your organization, contact your Service Portal administrator to determine whether the port or protocol has changed.
  • You must use a supported browser. A minimum screen resolution of 1024x768 is supported. As a best practice, we recommend a screen resolution of 1280x1024. For information about supported browsers, refer to the Service Manager Support Matrix.

  • The default URL format is: https://<HOST>:9000/org/<ORG_ID>

Password Security

A master password is used to encrypt passwords for user accounts, such as admin, consumer, and idmTransportUser. As a best practice for security within your organization, we recommend that you change the default master password during the installation process. For password details, refer to the Service Manager Service Portal Administration Guide.

User Interface Customization

As an end user, you might want to use your organization's branding in the Service Manager Service Portal user interface.

To support your organization's branding styles and standards, you can customize certain user interface elements, such as the Launchpad icon, title, welcome message, footer message, widgets, and security classifications. For instructions on how to customize these user interface elements, refer to the Service Manager Service Portal Administration Guide or contact your Service Portal administrator.

Adaptive Content

The user interface layout is designed to adapt to various screen sizes, where the content adjusts to the size, and where all functionality persists. View it on your desktop, tablet, or other mobile devices. Across these device screens, an intuitive user interface displays and includes all functionality. For screen resolution requirements and best practices, see Prerequisites.

Language Display

By default, the user interface displays in a left-to-right direction. For certain languages, such as Arabic and Hebrew, you can configure supported browsers for a right-to-left user interface display.

  • Several navigation components in the Service Manager Service Portal, such as the organization logo and user avatar display on the right or left side, depending on the language you configure in your browser.
  • In the input fields, you can also enter text in a right-to-left direction.

Setting the Language Display in Google Chrome

To configure the language setting in your Chrome browser:

  1. From the Chrome drop-down menu , select Settings.
  2. In the Settings window, select Show advanced settings.
  3. In the Languages section, click Language and input settings.
  4. In the Languages pane, click Add.
  5. In the Add Language window, select a supported language from the drop-down list.
  6. Click OK.
  7. For the language that you want the views displayed in, select it and then drag to the top of the Languages list.
  8. In the Languages window, click Done.
  9. Log out and then log back in for the selected language to display. This language setting persists in your browser until you change it.

 

Setting the Language Display in Mozilla Firefox

To configure the language setting in your Firefox browser:

  1. From the Firefox drop-down menu , select Options.
  2. In the Options window, select the Content tab.
  3. In the Languages section, click Choose to select your preferred language for displaying views.
  4. In the Languages window, in the Select a language to add drop-down list, select a supported language, and then click Add.
  5. For the language that you want the views displayed in, select it and then click Move Up to move that selection to the top of the list.
  6. Click OK to save your changes.
  7. Log out and then log back in for the selected language to display. This language setting persists in your browser until you change it.

Note Navigation components display on either the right or left side of the user interface, depending on the language configured in your browser.

Log In

To log in:

  1. Open a browser window.
  2. Enter the URL provided by your Service Portal administrator. The landing page displays.
  3. Click Login. The login page displays.
  4. Enter your Username and Password, then click Log In.
    • If the login request token is invalid or has expired, you will see a warning, and will be allowed to enter valid credentials.
    • Service Manager Service Portal Launchpad supports single sign-on, which might change the login experience that is based on your organization's settings. Contact your Service Portal administrator for additional information.

Log Out

To log out:

  • Click on the user avatar at the top of the view, and select Logout from the drop-down list.

    Your Service Manager Service Portal session will be ended.

Back Navigation

In any view in the Service Manager Service Portal, click the application icon in the heading under the banner to return to the top of the current application. Click the Service Manager Service Portal or organization icon in the heading to navigate to Launchpad.

Search

In most views, you can use the search tool to locate an object by a text search. See Searches for more information.

Online Help

You can access the online Help from any view in Service Manager Service Portal . Review the context-sensitive online Help for instructions on how to perform tasks.

To access the online Help:

  1. From any view, in the user avatar drop-down list, select Help to open the online Help.
  2. Context-sensitive help will be displayed. You can also view other topics by selecting sub-folders in the left navigation pane to expand the table of contents.
  3. Use the search box to look for topics by keyword.
  4. (Optional) Use your browser to save Favorites or Bookmarks for topics.
  5. (Optional) At the bottom of a topic, click the Send Help Center feedback link to help us improve the information you need!

 

Related Topics

Avatar and Action Drop-Down List

Searches