Portal Settings

To access the portal settings, click the settings icon, then expand System Settings and Portal and click Portal Settings in the navigation pane. The portal settings will load in the content pane and the following tabs will be available:

Options

Use this tab to edit the following settings:

• Display user login form - Checking this box will allow users to login from the portal. By default, this setting is enabled. Note: If this setting is disabled, agents and administrators can only log in through the /login.aspx site.
• Display live chat link - Checking this box will display a link to initate a live chat on the portal. By default, this setting is enabled.
• Display management interface link - Checking this box will display a link to login to the management interface on the portal homepage. By default, this setting is enabled.
• Display news items - Checking this box displays news items in the portal as a its own, separate section. Note: Administrators using RSS may want to leave this unchecked and instead add News items to their RSS feeds.
• Enable new user registration - Checking this box will allow visitors to register for an account from the portal. By default, this setting is enabled.
• Require visitors to pass CAPTCHA when registering - Checking this box will require portal visitors to complete a CAPTCHA during the account registration process. By default, this setting is enabled to prevent spam bots from gaining access to the portal.
• Enable users to change email address - Checking this box will allow users to change their email address on file. By default, this setting is enabled.
• Enable users to change phone number - Checking this box will allow users to change their phone number on file. By default, this setting is enabled.
• Enable users to change passwords - Checking this box will allow users to change their login password. By default, this setting is enabled.
• Enable users to change display name - Checking this box will allow users to change their display name. By default, this setting is enabled.

Tracking

Use this tab to configure Google Analytics tracking on the portal:

• Google Analytics Site ID - The unique identifier used to track your site in Google Analytics
• Enable tracking of portal visitors using Google Analytics - Checking this box will automatically place the Google Analytics trac