Configuring the interface

The FootPrints interface can be configured to give end users a personalized experience. Personalization is important because not every role in your organization does the same job or requires the same information.
For example, you might want agents to access multiple pages but on their home page you want display a list of tickets assigned to them and some graphs about team’s service level performance. Other pages appropriate for agents might be an address book or CMDB. However, you might want your customer roles to access knowledge base, a service catalog, and a list of their tickets only. By personalizing the positioning, branding, and colors, you can provide a different layout to agents and customers.

The portal feature in FootPrints provides a personalized experience. When you configure a portal, users can access the information and functions that they require for their jobs. The portal includes everything you see in the content section of the browser window. Tabs appear at the top of the working area and provide access to different areas of the application. Each of these tabs are called consoles. Based on their requirement, administrators can configure the existing portals and consoles or create new ones. 

You can create different portals to accommodate different types of users. Each portal has its own URL and you can assign a specific portal to each user role. For example, you might create portals for different groups of customers and for different agent roles such one just for customers, one for approvers, one for each of your support teams, and so on.

The default portal includes a basic set of consoles: Home, Administration, and Calendar. Additional consoles are available from the More menu (Service Portfolio, Knowledge Base, and so on). Consoles are made up of widgets that can contain saved searches, report data, and other useful information.

You can select a theme for each portal and customize fonts, colors, logos and layouts to create a unique environment for your users. You can further customize the users' interface by configuring the forms that they see. For more information, see Configuring forms and Configuring templates.

For detailed information about configuring portals and consoles, see:

Next steps

If you are following the Getting started quickly path to configure your environment, the next steps are:

Related topics

Getting started quickly for administrators

Configuring consoles

Configuring portals

Setting up search queries and report definitions

Creating containers for your data

Configuring record definitions

Linking to records and data

Importing data

Setting up user groups and configuring user access

Setting up synchronization

Automating notifications and other actions

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