Customizing your customer portal : Suporte Nortrez

We have recently refreshed our branding across our offerings and changed the names of our pricing plans. If you have signed up before Aug 9, 2021, please click Previous plans to view your applicable plans.
We assure you that this change will not impact your product experience, and no action is required on your part.

A quick guide to customize the look and feel of your support portal:

You can customize your portal to reflect your theme and give your users a memorable customer experience with Freshdesk. You can put up your logo and favicon and paint your self-service portal in your brand colors. If you're on the Pro plan or higher, you can also perform CSS customizations and the Enterprise plan lets you customize every inch of your support portal.

Configuring the branding of your portal:

Under the Branding tab, you can customize the following for your portal:

Logo: To stay on brand and make your portal recognizable for customers, you can upload your company’s logo. The logo of your support portal appears on the top fold near your portal's name and will be the first thing that is visible to your customers. We recommend a resolution of at least 60X60 and a 1:1 aspect ratio for your logo so that it is displayed correctly.
Favicon: Favicon is the image that will be displayed on your user’s browser tab. By uploading your desired favicon, you can make it easy for customers to recognize your webpage. We recommend a resolution of at least 60X60 and a 1:1 aspect ratio for your favicon so that it is displayed correctly.
Home page URL: This is the email address on which customers can reach out to you for any help. The email address provided will be displayed at the bottom of your portal.
Helpdesk Phone: You can enter the phone number of your company’s support helpline here to make it easy for customers to contact you. This number will be displayed at the bottom of your portal.

You can customize the look and feel of your portals to fit your brand guidelines for different products.

Hover over the portal you would like to customize and click on the customize button:

Freshdesk provides an out-of-the-box WCAG compliant theme that you can use to improve the accessibility and usability of your portal. You can import up to 10 custom themes and choose from them for each of your portals.

On the right side, you can preview how your selected theme looks on the Portal in real time. The preview changes dynamically based on your settings.

The following actions can be performed on themes:

View on portal: On clicking ‘View on portal’, you can preview your chosen theme on a new tab.
Download: You have the option of downloading a particular theme. The theme file will be sent in a .zip format to your email address.
Rename: Change the name of a particular theme.
Clone: You can clone a theme and customize it further.
Delete theme: Selecting this option will permanently remove the chosen theme.

Importing a theme: You can import a theme of your choice onto Freshdesk. To do so, click on the ‘Import Theme’ button. Please note that only .zip files can be uploaded.

You can click on the ‘edit theme’ button if you wish to make changes to your themes. You can change your portal’s theme color and font here to ensure that it is in line with your brand’s guidelines:

For complete access to your portal’s theme, Freshdesk provides a source code editor that you can use to make granular-level changes.

The source code editor is developer-friendly with the following:

Pre-defined placeholders for an error-free and quicker coding experience.
Choice of editor themes to suit your personal preferences.

Here's a quick guide to the different placeholders you can use on the code editor.

Placeholder	What they mean
Portal Name	Name or title of the portal
Portal Language	Selected Portal language (English, French, etc.)
Portal Logourl	Default or custom logo from the portal
Portal Linkback_url	Linkback URL from Freshdesk
Portal Contact info	Phone number specified in Freshdesk
Portal Login URL	Login URL of the support portal (also available to anonymous users)
Portal Logout URL
Portal Can Signup	True or false based on whether signups are allowed or not
Portal Signup URL	Signup URL of the support portal
Portal New ticket URL	URL to the new ticket creation page
Portal New topic URL	URL to create a new forum topic
Portal My topic URL	URL to list the user's preferred topic
Portal Profile URL	URL to the profile of a specific user
Portal Recent articles	List of recently added articles across the portal
Language name	Returns the name of the current portal language
Language code	Returns the code (language ID) of the current portal language
Language list	Returns the list of supported languages of the portal
User name	Full name of the user using the support portal
User first name	First and last names of the user, respectively portal. user.email
User second name	string Returns the first and last names of the user respectively portal. user.email
Email	Email address of the user
Phone	Phone number of the user
Mobile	Mobile number of the user
Job title	Job title of the user
Time zone	Time zone configured in the user’s profile
Twitter ID	Twitter account that has been added to the user account
Profile URL	URL pointing to the profile of the user
User ID	Unique ID of the user
Company name	Company name that has been specified in the user’s profile
Is agent	True or false based on whether the user is an agent or not
User role
Category name	Name of forum categories
Category description	Description of forum categories
Category ID	Unique ID of the forum category
Category URL	URL pointing to a forum category
Category forums	Forums in the category based on the visibility
Category forums count	Forums count in the category based on the visibility
Forum name	Name of the forum
Forum description	Description of the forum
Forum URL	URL pointing to the forum
Forum ID	Unique ID of the forum
Type Name	Type of the forum (announcement, ideas, problems, questions)
Filter list
Current topic filter	Currently selected forum filter. This will work only on the respective filters page.
Allowed filters	Filter name (translated label of filter) and a filter URL link to the filter
Category	Category in which the forum is present
Topics	List of topics in the forum
Topics count	Count of all topics in the forum
Planned topics	Planned topics that are available only for the "ideas" forum
Popular topics	List of popular topics
Answered/Unanswered	List of answered/unanswered topics
Solved/Unsolved	List of solved/unsolved topics
Implemented topics	Implemented topics that are available only for the "ideas" forum
Not taken topics	Not taken topics that are available only for the "ideas" forum
In-progress topics	In-progress topics that are available only for the "ideas" forum
Deferred topics	Deferred topics that are available only for a "ideas" forum
Topic title	Title of the forum topic
Topic ID	Unique ID of the forum topic
Topic stamp	Stamp of the forum (planned, in progress, deferred, implemented, not taken) comes only for forum type as "ideas"
Topic author	User who created the topic
Created on	Timestamp denoting when the topic was created
Topic votes	Number of votes on a forum topic
Topic views	Returns the number of views on a forum topic
Merge
Is topic locked	True or false based on whether the topic is locked or not
Is topic sticky	True or false based on whether the topic is a sticky (that will appear on the top)
Is topic answered	True or false based on whether the topic has been answered or not
THas comments	True or false used to check if the topic has any comments or not
Posts in topic	List of posts inside the topic
Comments count in topic	Number of comments that have been created under a topic
First post in topic	First post on the topic, created by the original creator
Last post in topic	Last reply on the topic, which is the latest on the list
Topic URL	URL to a particular topic in the forum
Topic forum	Forum in which a topic is contained
Topic attachments	Attachments that have been made to a topic
Topic last post URL	URL to the last reply made to the forum topic
Voted by current user	Forum topics in which users have voted (can be “I like this idea,” “I have this question,” or “I have this problem”)
Topic like URL	URL used to like a particular topic. Use a data-method=”put” attribute in the link to work.
Topic unlike URL	URL used to unlike a particular topic. Use a data-method=”put” attribute in the link to work.
My topics	List of topics that have been created or are currently being followed by the user
My topics count	Number of topics that have been created or are currently being followed by the user
Post ID	Unique ID of the post
Post body	Plain text version of the post
Post body HTML	HTML version of the post
Created on	Timestamp referring to when the post was created
Post user	Information about the user who created the post
Post topic	Topic in which the post is contained
Answer	True or false based on whether there can be answers on the post or not
Attachments	Attachment(s) that are available in the post
Post URL	Unique URL of the post
Attachment URL	URL to the attachment
Attachment thumbnail	Preview image of the attachment file
Attachment type	File extension of the attachment (.doc, .jpg etc)
Attachment name	File name of the attachment without the extension
Attachment size	File size of the attachment
Attachment is image	True or false based on whether the attachment is an image or not
Category name	Name of the solution category
Category description	Description of the solution category
Category ID	Unique ID of the solution category
Category URL	URL pointing to the solution category
Category folders	Folders in the category based on visibility
Category folders count	Folders count in the category based on visibility
Folder name	Name of the solution folder
Folder description	Description of the solution folder
Folder ID	Unique ID of the solution folder
Folder URL	URL pointing to the solution folder
Folder category	Category in which the solution folder is contained
Folder articles	Articles inside the solution folder
Folder articles count	Count of articles inside the solution folder
Folder visibility	Visibility of the folder
Article title	Title of the solution article
Article thumbs up	Number of thumbs-ups for a solution article
Article thumbs down	Number of thumbs down for a solution article
Article description	Body of the solution article, including any formatting and images
Article plain description	Body of the solution article in plain text
Article modified on	Timestamp pointing to when the solution article was last modified
Article created on	Timestamp pointing to when the solution article was created
Article ID	Unique ID of the solution article
Article URL	URL pointing to the article
Article tags	Search tags that have been added to the solution article
Article attachments	Attachment(s) that are present in the solution article
Article cloud files	Cloud file attachment(s) that are present in the solution article
Article type	Type of the article (Permanent or Workaround)
Article folder	Folder in which the article is contained
Article category	Category in which the solution article is contained
Article thumbs up URL	URL, which will increase the thumbs up of the article by one. Use a data-method=”put” attribute in the link to work.
Article thumbs down URL	URL, which will increase the thumbs down of the article by one. Use a data-method=”put” attribute in the link to work.
Recent articles	List of recently added articles from across the portal
Related article	List of related articles with the same title

If you are not done yet, you can save your work and continue later. You can always click on reset to return to the default colors if things become messy.