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:: Version 2.3.0 ::

2_3_0:portal:portal_v2
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Enhanced Customer Portal

The enhanced customer portal, introduced in iTop 2.3.0, is used by customers to easily create and track user request and incident tickets. The portal provides simplified interface to manage such tickets.

For iTop version older than 2.3.0, refer to the Legacy Portal User Manual

The portal supports two user profiles:

  • Portal users are allowed to see only the tickets they have submitted
  • Portal power users are allowed to see all the tickets of their organization (and the sub-organizations)

Home page

The user interface of the portal is designed to automatically adjust its presentation depending on the size of the screen. Therefore the content and disposition of the various elements may vary depending on the device used to connect to the portal. However all the features of the portal are available on all screen sizes.

For example, on a typical laptop, with a relatively large screen, the home page of the portal is the following:  Portal Home page - laptop screen

On a smaller screen, for example on a mobile phone, the home page displays as shown below:  Portal Home page - mobile phone screen

Creating a new request

To create a new request, either click on the “New Request” menu on the left of the page, or click on the big new request tile in the home page.

You will then be prompted to select a service and a service category from the list:

Then click on the new request icon at the right of the line corresponding to the desired item in the list:

A form is then displayed as a modal dialog. Fill the form and click “Submit” to submit your request. You can attach documents to the request by either dragging and dropping them in the form, or by using the “Browse…” button in the “Attachments” section of the form.

You can include images in the “Description” field by dragging and dropping them within the text (This is not supported on Internet Explorer 9).

 Request creation form

When you submit your request, the display goes back to the list of open requests, with your new request at the top of the list.

Updating an existing request

When a request is not closed, it can still be updated. Using the portal, you can:

  • Add a new entry to the journal of the request, to further explain your need or to answer a question from the support team.
  • Attach new documents to the ticket
  • Re-open a “resolved” request (if you are not satisfied with the resolution).

To update an existing request, first locate this request by clicking on the “Ongoing requests” menu.

At the top right of the page, notice the “On going / Resolved” toggle. This toggle is used to filter the list of requests displayed. By default the resolved requests are not displayed.

You can use the “filter” input, located at the top right of the list, to search within the list. The filter also searches in the description of the requests, which is not a visible column from the list.

Once you have located the request to edit, click on its reference (“R-000xxx”) to open its details:

 List on-going requests

The form displayed let you edit the journal and add/remove attachments. When done, use the “Submit” button at the bottom (or the “Check Mark” button on the right) to submit your update.

Changing your profile

Customers can edit their profile information from the portal, via the menu named “My Profile”.

The actual list of fields that the end-user is allowed to edit depend on the configuration of the portal. By default itop let end-users edit their phone number, location, function, picture as well as their preferred language.

When passwords are managed outside of iTop (for example when using LDAP or Active Directory based authentication), the password management form is not displayed.

 Updating your profile

Only the JPEG, PNG and GIF types of images are supported for the “Picture” field.

Disconnecting from the portal

To disconnect from the portal, use the “Logoff” menu:

2_3_0/portal/portal_v2.txt · Last modified: 2016/10/10 11:22 (external edit)

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