Changing the look and feel of FootPrints

The FootPrints interface appears as a portal where users access the information and functions that they need to do 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 represent different areas of the application. These areas are called consoles. Administrators can configure the existing portals and consoles or create as many new ones as they need. 

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:

The following video (13:38) presentation provides an overview of Consoles and Portals.

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

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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