Documentation forSolarWinds Service Desk

Portal Designer

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, we want to make sure you can arrange the page in a manner that best meets your organizational needs.

We have provided pre-defined layouts, so there is no need for you to configure it on your own.

Designing your Portal Homepage

The following feature is available for all Professional and Enterprise packages.

From the setup menu, navigate to Global Settings and select Service Portal.

For a complete guide to the Service Portal, please click here.

To learn more about the Portal Homepage Designer, see below.

The Portal Homepage Designer is only available on the Modern Portal Theme. If you are utilizing the Classic Portal, please switch to the Modern view to benefit from this enhancement.

Where to begin?

  1. From the Service Portal page in your setup menu, scroll to Portal Homepage Designer.

  2. Click to reveal your customization window. From here you can customize the page layout by adding and/or removing widgets.

  3. Click to reveal the dropdown menu and select a widget. 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

Let's keep customizing...

  1. To customize your layout:
    1. Drag and drop the widgets to organize in a manner that emphasizes what matters most to your end users.
    2. You can change the size of the tiles to draw attention to those used most often.
  2. Hover over the new Widget to further edit your view. The menu appears on the left allowing you to:
    1. Label the tile
    2. Include a link
    3. Add an Icon
    4. Change the color, text and more

  3. Once you complete your customization, you can duplicate or elect to delete the new widget.

    As we all know, today we have become accustom to working from home and always need to be prepared for the unexpected. So don't worry, at any time you can save your work and come back later before deciding to publish your new Portal Homepage.

  4. When you are ready, click to view the changes.

    You must always click before you are able to Publish your changes.

  5. Further editing can always be done, even after your last step of clicking .

Below are 3 examples of customized Portal Homepage designs:

Image 1: General View

When using the Portal for multiple departments, there are many ways to display your homepage. Below are 2 examples:

Image 2: Multi-department Portal Homepage

Image 3: Multi-department Portal Homepage

To continue customizing your portal homepage including uploading your company logo, selecting the favicon that appears on the tab in your browser, personalizing the color scheme and more, please click here for further details.