Show Notices and Business Hours on the Public Portal
At times, you may need to display temporary messages to customers. Rather than requiring you to modify the HTML template,
BeyondTrust provides two ways to display these messages: customer notices and public portal schedule messages.
Customer Notices for Alerts and Information
Create notifications to temporarily display on your public site, in Support Buttons, and in the customer client. By making a notice visible to
your customers, you could, for example, help alleviate a large number of sessions related to a known issue. You could also alert
customers to upcoming service windows or holidays.
Below are step-by-step instructions to create a customer notice.
1. From the /login administrative interface, go to Public Portals > Customer Notices.
2. Click Add to add a customer notice. To edit an existing notice, click
Edit.
3. Specify a name for this customer notice. This name is to identify it in
the list of notices on the /login page. It does not appear to the
customer.
4. Add the text to display on the public site, in Support Buttons, and in
the customer client. You can use macros, as well as BBCode to do
some low level formatting, such as adding bold, colors, or
hyperlinks. Click on Macros or BBCode to display a list of codes
and their resulting applications.
Tip: As a best practice, keep messages relatively short so they
can be viewed without much scrolling in the customer client. This
applies to both the native client and click-to-chat modes.
5. If this notice has a definite end time, such as a scheduled
maintenance window or upcoming holiday hours, set an expiration
date and time. Any notice which has been expired for more than 24
hours is automatically deleted. If the notice does not have a known end date, check Never Expires. This notice then remains on
your site until it is manually deleted.
6. If you have more than one public site, select which ones should display the notice. You can select multiple portals.
7. After saving a customer notice, it automatically appears on the
selected public portals and Support Buttons, as well as in the
customer client of any new sessions linked to those portals. If you
want to push a message to sessions already in progress, click
Send.
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TC: 7/9/2024
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