Your Customer Portal administrator configures and customizes the user (subscriber) experience by managing customer portal profiles. Profiles let you define the default user experience and optionally define alternate user experiences based on the subscriber’s market.
Customer Portal is delivered with a default profile with an out-of-box configuration that can be used for testing purposes without any additional setup. The out-of-box configuration on the default profile provides a user experience with IDI branding and coloring in the application. This lets any customer portal user log in and experience the portal without any configuration. The default profile can be edited, renamed, or copied. Note: It cannot be deleted.
In a simple implementation, the default profile can be edited and used for all subscribers.
When the customer portal needs to look or function differently for different user segments (distinguished by IDI platform Markets), additional profiles can be created and associated to a grouping of markets to override the default user experience.
You can create as many profiles as needed to accommodate your various markets. Access to profile setup is via the Customer Care MANAGE > Customer Portal Administration menu item.
Note: See Setup > Permissions for permissions needed to manage profiles.
The Customer Portal Administration menu item opens the Administration page where you can see how many profiles currently exist.
Clicking Profiles from the left navigation or clicking the tile displaying the number of profiles opens the Profiles page.
Clicking Users displays a page for viewing and exporting Customer Portal users.
Profile Administration Basics
The Profiles page provides an intuitive interface for you to view and manage your Customer Portal profiles. From here, you can:
Create, edit and remove profiles
Search and sort by profile
Creating New Profiles
You can create a new profile by starting with the out-of-box default configuration or by duplicating an existing profile.
To start with the out-of-box default configuration, either choose Create New Profile from the Create Profile drop-down menu or simply click Create Profile.
This opens the New Profile page with default values. The logos, theme, top bar color, notification templates menu configuration, etc. will all be set to the out-of-box configuration with IDI branding. You’ll be required to step through each tab and finish by saving and completing the configuration on the Support Menu tab.
To duplicate an existing profile, click the Duplicate link for the profile, or choose Duplicate Existing Profile from the Create Profile drop-down menu. Choosing Create Profile > Duplicate Existing Profile displays a dialog that lets you choose an existing profile from the drop-down menu or enter a text string to find the existing profile.
In this case, you’ll start with the exact configuration of the selected profile (except for the associated markets). This immediately creates a new profile and opens it for editing. You can go to each tab and edit information for the new profile as needed. Note: If you decide to discard the duplicated profile, you’ll need to go to the Profiles page and remove it by selecting the associated Remove option.
Completing Profile Configuration
When you choose to create a new profile or edit an existing profile, you begin on the New/Edit Profile page open to the Basic Info tab. Enter a unique name (required) and description (optional). Then click through the other tabs to complete the setup.
Notes:
Each tab has a Continue to … button to facilitate moving to the next tab. For example, the Basic Info tab has a button for advancing to the Settings tab.
The selections you make on each tab will persist as you advance from one to the next; however, they will not be saved and the profile will not be available in the Profiles list until you choose to do that by clicking Save & Complete.
