Self Service Portal Systems

You can create multiple Self Service Portal systems and then use ASM Designer to give them different skins (branding, fonts, and color schemes) and different menu panels (My Options).

Self Service Portal systems can be renamed, deleted, and restored. You do not need to specify aSelf Service Portal key or type the URL if you are logging in to the default Portal.

Creating a Self Service Portal system

Before you start

You must have Self Service Portal Setup enabled within your General Access Security Role in order to configure any Self Service administration settings.

  1. Select ≡ > Admin > System Administration. The System Administration window appears.

  2. In the Explorer pane, expand Self Service Portal.

  3. Select Self Service Portal Systems to display a browse table of existing systems. You can adjust the column widths if required.

  4. Select the New icon. A new row is added to the browse table.

  5. Complete the details.

Select to save the changes. Provide the Change Reasons if prompted to do so. Once you select the Save icon, the browse table displays the entries in alphabetical order.

If you have permission to access to the Designer through your security role, you can change the look and feel of each Self Service portal system by creating personalized Skins.

Deleting a Self Service Portal System

You cannot delete the system defined Self Service portal system. This is typically called Default, but may have been renamed by your system administrator.

  1. Select ≡ > Admin > System Administration. The System Administration window appears.

  2. In the Explorer pane, expand Self Service Portal.

  3. Select Self Service Portal Systems to display a browse table of existing systems. You can adjust the column widths if required.

  4. Select the system you wish to delete. Select the Delete icon. If you attempt to delete the system default, you will receive a warning message.

  5. Select Yes to continue or No to cancel.

  6. The deleted Portal System disappears from view, but it is not yet deleted from the system.

  7. Select the Save icon to save the changes. Provide the Change Reasons if prompted to do so.

  8. If necessary, you can reverse the delete using the undelete option.

Restoring a Self Service Portal system

  1. Select ≡ > Admin > System Administration. The System Administration window appears.

  2. In the Explorer pane, expand Self Service Portal.

  3. Select Self Service Portal Systems to open the window.

  4. Select the Deleted option to display deleted Self Service Portal systems.

  5. Select the system from the list.

  6. Select the Undelete Icon. The portal system disappears from view.

  7. Select the Save icon to save the changes. Provide the Change Reasons if prompted to do so.

  8. The Active option is automatically selected and you can see that the portal system has been recovered.