1/31/2024 0 Comments Jira client portalLearn how to feature portals in the help center. This is especially useful to promote portals that are business-critical or are commonly-used by customers. You can help customers self-serve by featuring relevant portals prominently on the help center’s home page. They also show up in the help center as soon as they’re created. Portals are created automatically when you create a service project. Customers send and track requests through the portal, and also read knowledge base articles to self-serve. PortalsĪ portal is your service project’s customer-facing site. Learn how to create and manage topics in your help center. You can create topics in your help center to match your customers' needs, to help them find what they need faster, and improve self-service. TopicsĪ topic lets you group request forms, knowledge base articles, and external resources from across portals. There are a few ways in which you can group and manage the content that appears in your help center. Content is displayed in a clean, orderly and well-structured way and the user can quickly find his way around, even if the customer portal manages several areas, projects and sub-pages.You can set up your help center’s home page to help customers find the most relevant help resources faster, check out your most important and business-critical portals, and to view recently used request forms. ConclusionĪ great tool which can be used with the help of the design elements even without programming knowledge and thus already offers a great added value. Cloud instances, however, cannot be visually customized. Refined for Jira is available for both servers and data centers. Larger licenses are more expensive per person, but from 2000 users on it becomes cheaper again. The smallest license starts at $10 for 10 users. The appearance of each one can be freely defined, for example via CSS, to match the company’s colour scheme. The banners are divided into three different types: Warning, Alert and Info. It can be differentiated whether this banner is to be displayed globally or only on special pages, categories or service desk portals. This appears at the very top of the page, so that it immediately catches the eye of every user. In order to communicate important information directly with the users, a so-called announcement banner can be placed. When assigning permissions, however, it must be ensured that these do not overwrite the view permissions in the Jira Service Management. Pages can thus be unlocked for the following users: The Site Builder is used to set permissions for individual pages, categories or sections to ensure that users are only shown relevant content. Each module can be configured separately and thus adapted to the needs. These modules can be positioned anywhere on the pages in the individual sections and columns. Refined Modul Jira Refined Modul Navigation Beside the standard ready-made themes & styles, you can also create your own design or import an existing one. Customer portal view: Themes & Stylesīehind this menu item there is another design tool. The different structures are created in the page building set: Category → Below this there are either additional categories, links or Jira Projects. If the global Jira Service Management page is activated, this means that each Service Management portal is activated in Refined and therefore has the same design. This page contains all newly created projects. With Jira Service Management there is always a global Jira Service Management page which is equivalent to the default Help Center. When using Jira Core / Software, or even in combination, no pages are created at the beginning, they all have to be created completely manually. There is a difference between building pages for a Jira Core/Software and a Jira Service Management instance.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |