Customizing the Self Service Portal

Updated in 2021.1

The Self Service Portal (SSP) is a web interface for your customers and internal company users to the self-service module of Alloy Navigator Express.

INFO: For information on installing and configuring the Self Service Portal, see Installation Guide: Installing and Configuring the Self Service Portal.

When your Self Service Portal is installed and configured, you can customize some of its features:

• User access

  • Configure Self-Registration for creating SSP customer accounts. For instructions, see Setting Up Self-Registration.

  • Manage user authentication for customers without SSP accounts. For instructions, see Setting up LDAP Authentication for SSP.

  • Authorize pending self-registration requests. For instructions, see Authorizing Pending Registrations.

• Appearance

  • Customize the home page’s layout and the look and feel of the whole portal. For instructions, see Customizing the SSP homepage layout.

  • Customize the appearance of Announcements and Knowledge Base Articles using standard cascading style sheet (CSS) rules. For instructions, see Customizing Style Sheets.

• Workflow

  • Customize the Self Service Portal's workflow. For instructions, see Customizing Workflow Items that the SSP Uses to Display and Create Objects.

  • Personalize templates for Self Service Portal notifications. For instructions, see Modifying Templates for Self Service Portal Notifications.

  • Implement support for direct URLs to tickets and other SSP objects in your e-mail notifications, so that people can access these objects with a single click on a hyperlink. For instructions, see Using Direct Links, Specifying the Self Service Portal URL for Direct Links.

• Localization

  • Localize column headers for new columns added to data views. For instructions, see Adding new entries to your localization dictionaries.

  • Localize new workflow components. For instructions, see Localizing Forms.

  • Add new languages. For instructions, see Adding languages to the Self Service Portal.

• Other customization options

  • Perform advanced configuration of the Self Service Portal. For example, you can embed custom JavaScript, change the data views, or add a new language. For instructions, see Advanced SSP Configuration.

NOTE: The Self Service Portal provides access to only certain modules of Alloy Navigator Express. You specify which modules are available when you configure the Self Service Portal. For details, see Installation Guide: Defining the Self Service Portal's Scope.