Documentation forSolarWinds Service Desk

Portal Designer

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Introduction

The Service Portal is the place your end users should be able to quickly and easily find all they are looking for. With this in mind, SolarWinds wants to make sure you can arrange the page in a manner that suits you. The ability to design your portal homepage is available for all Professional and Enterprise packages. You can add your company branding and logo, and arrange tiles to meet the needs of your organization.

SolarWinds has provided pre-defined layouts that make it easy to design your page. See Service Portal for a complete guide to the Service Portal.

Navigation

Setup> Global Settings > Service Portal.

Open the homepage designer

  1. Navigate to Setup> Global Settings > Service Portal.

  2. On the right, under Portal Homepage Designer, click Open designer.
  3. In the open portal homepage designer, you can add ore remove widgets to customize your homepage.

Widgets

The Search widget

By default the Search widget displays at the top of the homepage designer. You can edit or remove it using the icons in the upper right.

  • To edit the Search widget, click . A new pane opens on the left with edit options.

  • To remove the Search widget, click the ellipsis icon and remove.

Add/Remove other widgets

  1. At the top, click Add Widget to reveal the widget dropdown menu.

  2. Select a widget from the dropdown. Widget options are:

    • My Requests
    • Services
    • Solutions
    • Custom Message
    • Custom Tile

Widget edit options

The table below provides examples of editing options per widget.

Widget Edit options
Search
  • Welcome message
  • Search Bar text
  • Option for background to be a solid color or image
  • Background Color - color picker
  • Image - Upload file box
  • When image is uploaded - Crop, delete, and change buttons
Services
  • Title - Text box
  • Select widget width
  • Select between Highlighted or Popular (this defines the data populated into the widget)
  • Limits
Solutions
  • Title - Text box
  • Select widget width
  • Select between Highlighted or Popular (this defines the data populated into the widget)
  • Limit
My Requests
  • Title - Text box
  • Limit
Custom Tile
  • Select from the variety of icons provided
  • Upload additional icons/images
  • Edit default icon colors
  • Edit text color

  • Edit tile button background color

  • URL - Text field - When selected, routes user to the provided URL

Custom Message
  • Title - Text box
  • Select widget width
  • Edit message - populate a rich text box to customize your message. Click the grey text icon in the lower right to display a toolbar you can use to format content in the Description field. In addition to using the rich-text field toolbar to format content, you can use it to embed videos, such as Vimeo, YouTube, or Microsoft Stream videos.

Additional customization options

  • You can drag and drop widgets to organize them in a manner that emphasizes what matters most to your end users.

  • You can change the size of the tiles to draw attention to those used most often.

  • You can hover over a new Widget and click Edit to further edit your view. The Edit Widget pane appears on the left allowing you to, label the title, include a link, add an icon, or change the icon color or text color.

  • Use the Save & Preview, Save, and Publish icons after you have edited your new widget.
    • Save & Preview saves your changes and lets you immediately view the changes.
    • Save simply saves your changes so you can decide to publish later.
    • Publish makes your changes available to anyone who can see your service portal.
  • Duplicate or delete a widget by hovering over it and clicking the ellipsis icon.
  • After you complete your customization, you can save the widget by clicking Save at the top. . Save & Preview allows you to save and then immediately view the changes.
  • After you complete your customization, you can duplicate the new widget or delete it.

Example designs

Below are examples of customized Portal Homepage designs. You can see that the search widget is at the top of the first two, but not the third. You can also see that the tile arrangement is different on each. There are many different ways to design a portal homepage. Decide what would work best for your organization.

Example 1

Example 2

Example 3

To continue customizing your portal homepage, including uploading your company logo, selecting the favicon that appears on the tab in your browser. You can personalize the color scheme and more. See Service Portal for more information.

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