Web Portal settings

Configuration Settings for the web portal

Once the HelpMaster Web Portal has been installed and is accessible via a browser, a number of additional settings need be set prior to use. Each of the settings outlined below are stored in the HelpMaster database.

Use

Access the Web Portal settings as follows.

  1. Login to the HelpMaster Desktop edition
  2. From the Web menu, select the Web Settings toolbar button
  3. Click on each of the tab pages on the Web Portal Settings screen and configure the settings as desired
  4. Click the OK or Apply to save your changes

Explanation of settings

General tab

Company Name: This text will appear on the title bar of every browser window that is displayed throughout the application.

Home page URL: Set this to the URL that resolves to the logon page of your HelpMaster Web Portal.  This settings is used by some Email Template tags that point to your HelpMaster Web Portal, including the job feedback survey.

Navigation Visibility Checkboxes that will control the visibility of some of the menus that will appear on the left-hand-side main menu of the Web Portal.

Allow Self Registration: Allow clients to self-register. When this option is on, clients will be able to click the “Register” link on the web portal, and provide basic details (name, email, password) and then be able to logon and start using the Web Portal. As part of the registration process, HelpMaster will send a confirmation email to the supplied address with an embedded link. This is required in order to complete the registration process.

Custom Web Links: Create custom links to your web site or other resources. This will be displayed under Custom Links in the navigation bar.

Settings tab

Web Email Account: Select an email account which will be used for all emailing via the web portal. This email account cannot be a Microsoft Outlook account. The drop-down box will only populate with Internet style accounts, or Microsoft 365/Gmail accounts. See Email Accounts for further details. 

Default Action Template: Optional. A default Action Template can be selected for Clients to update their job. Job status and notification emails to staff can be configured in this Action Template if desired. If not selected then a blank template will be used that only inserts the updated details without any other changes to the job.

Job Settings Control Sets on the web are displayed in an “accordian” control that can either be collapsed, or expanded. Select the display option default for Control Sets.

Client Web Private Actions Setting. When staff member mark an action (an update to a job) as “Private”, checking this option will remove the Action Log entry completely from view. If this option is not set, the Action will be displayed, however details will be replaced with a privacy placeholder.

Web Logins tab

Allow automatic login using Active Directory: When checked, any Active Directory synchronized clients or staff will automatically be logged onto the Web Portal if they browse to a web page other than the home URL. See Active Directory

Allow loggin in with Windows user name and password When checked and the correct network credentials are entered, any Active Directory synchronized clients or staff will be able to use their Windows password to logon to HelpMaster with (instead of their HelpMaster username/password). See Active Directory

External Authentication Providers Configure external authentication providers

Web Display Messages tab

Logon Screen: This text will appear beside the Username / Password on the logon screen.

Home Page: This text will apear on the home page after logging in.

About Us: This pages text and images will appear when the About Us link in the navigation bar is clicked.

Contact Details: These contact details will also apear on the About Us page as above.

Email Responses tab

Reset Password: This is the email response that will be sent to the client if they initiate a password reset.

Account Confirmation: This email response will be sent to a new client after registering for a logon account.

Logo Images tab

Select logos to apear on the Web Portal. The small logo will apear in the navigation bar while the large logo will show on the logon screen.

Advanced tab

HTML header tags Copy any valid HTML script tags, or other HTML that you want to be injected into the HEAD area of each page within the Web Portal.

See Also

Licensing clients for web use

Bulk-resetting client passwords for web use

Control Sets

Private Actions

Email Configuration

Email Overview