There are 17 pages in the customer portal that you will be able to customize. Here is a description of every page and what each page looks like in your portal. If you want to know about a specific page, please search for the page name within the article.

General Pages

1. Portal home

This is your portal’s home. By default, your portal home shows a link to your recent solutions, forum posts, and the option for your users to login or submit a new ticket. But you might want to add a welcome message here, put in your phone number and perhaps add a link to some of the latest products in your store.

2. New user signup

This is the sign up page for your users. You may want to take a pass on this one if you aren’t planning to allow users to sign up, or already use single sign on. The snippet for the form is {% snippet signup_form %}.

3. Login page

This is what your users see before they can login to your support portal. Keep it clean and minimal to keep users focused, or include a sneak peek of what’s happening in your support portal right now to add to the excitement. The snippet for the login form is {% snippet login_form %}.

4. Search results

This defines the layout of the results page when your users search for a solution or forum topic in your support portal. 

The hierarchy of solutions is Solution Category > Folder > Article. Every step has a separate page. 

5. Solutions home

This is the main solutions page. You probably want to show all the categories, with the folders under each category organized under it. You can also display the Category Description under each category if you’d like. 

6. Article list

This is the list of articles under a specific folder. It might be a good idea to show the description of the folder at the top of the list. 

7. Article view
This is the detailed view of each solution article. You can also define how attachments, images and the voting options will look like. 

8. Solution Category Home

This page will be brought up when you click on the category of solution article. It will contain all the folders under that category, and the articles in those folders. 


The hierarchy of Forums is Category > Forum > Topic. Every step has a separate page.

9. Discussions home
This is the main forums page. You probably want to show all your various forum categories here. 

10. Discussion category home 

This page is brought up when you click on the category name. It consists of all the Forums under the category, and all the topics in those forums.

11. Topic list
This is the list of all topics under a particular Forum. 

12. My topics

This page contains the list of topics that a user follows (by clicking on the follow button in the topic). This page will be seen only by a logged in user and only when the number of topics she follows is greater than 5. In the default view, the "My topics" section can be seen on the right panel of the Discussions home page. And the my topics page is brought up when the user clicks on the see all topics button.

13. Topic view

This defines how a specific forum topic thread would look. You can customize the way comments look, and stylize the look and feel of each thread based on the topic or forum type. 

14. New topic

This page is brought up when users click on the Start a new topic button. The snippet for the new topic form is {% snippet new_topic_form %}.


15. New ticket

This is probably the most important part of your support portal. You can customize what your customers should see and how that should be laid out for them through the new ticket page. The snippet for the new ticket form is {% snippet new_ticket_form %}

16. Ticket list

This page can be seen by a logged user when they click on the Check ticket status link. It lists down all the tickets created by that particular user and their statuses.

17. Ticket details

This page is brought up when the user click on one particular ticket they created to check its status. Users will be allowed to reply to the ticket, change its status and more.

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