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Service Portal Configuration

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Service Portal Configuration

Users from any coding level can create a portal as long as they have the admin or sp_admin role. The configuration page allows you to take advantage of a real-time preview, while configuring portal settings. Use each of the tiles on the configuration homepage to assemble the different components of your portal.


Access the configuration options by navigating to Service Portal > Service Portal Configuration.
Figure 1. Service Portal configuration page
Service Portal configuration page with the Branding Editor, Designer, Page Editor, Widget editor, and Help tiles

Role required: admin or sp_admin

Before you begin

Consider the following before configuring Service Portal:
  • Who are you building your site for and why?
  • What information do you want to include in your site?
  • What do you want the mobile experience to be for users?
  • Which platform applications do you plan to use in your portal?

    You can use parts of the platform, such as knowledge articles and catalog items, as the content for your portal.

    For example, if you are building a knowledge portal, the content displays in Service Portal, but the knowledge articles are authored and managed in the Knowledge application. The same is true for any other type of content you plan to leverage. It is important to take time to understand the table structure of data to become acquainted with content.

  • How customized is your service catalog? Catalog client scripts and UI policies only work in Service Portal if they use the mobile GlideForm API, so you may need to make some changes.