In this article we'll be talking about how you can make Helprace your own by branding and customizing various components of your Helprace account.
Here are some of the things you can do with your Helprace account:
- Change your logo
- Change the name of your user portal
- Change your favicon
- Customize your user portal home page
- Setting up spaces
- Manage your spaces
- Setting up the feedback widget
- Using your existing company email in Helprace
- Using your own domain with Helprace
Customize CSS and add your header & footer
You can upload your custom CSS stylesheets, add custom header and footer, and add HTML code to the <head> tag. Learn more: User portal customization
Open up your Helprace admin panel and click on Settings > Branding.
Upload your logo & click Save. Your new logo will appear in the User Portal header immediately.
You can also apply a link to your logo that will take your users elsewhere when clicked. You can do that by specifying the link in Website URL field. If this is left blank, it will take users to the main page of your user portal.
Tip: Pick an image with square proportions (64x64 px recommended). A simple graphic works best since it is recognizable when shrunk down to small dimensions.
Your Helprace portal name can be changed anytime. This name shows up at the top left of your user portal beside your logo. It also shows up in the RSS feeds and email notifications associated with the Helprace user portal (not emails or tickets).
To do this, open the Helprace admin panel and click on Settings > Branding.
Change the name of the user portal & click Save.
Clicking on the name in the user portal will take you to the user portal home page. It does not affect the URL of your user portal, which is http://yourcompany.helprace.com
You can brand your Helprace with a favicon. A favicon is a small icon that appears beside your website in the browser tab. To add a favicon, follow these steps.
Log into your Helprace admin panel, and head to Settings > Branding and upload your favicon.
Tip: Pick an image with square proportions (max 32x32 px recommended).
You’re all set! Click Save.
You are able to customize the following blocks on your Helprace home page and Space pages. Blocks are modules that refer to components of your Helprace user portal.
Tip: Spaces are sections within your Helprace that you can categorize your company's goods and services into.
User portal with no Spaces:
Here is the list of homepage blocks that you can show or hide.
Since there are no spaces set up, channel blocks will show up on
User portal with Spaces:
Conversely, If you've set up Spaces, your homepage blocks and channel blocks will be split up. The portal's homepage is on the left and the Space page is on the right.
List of homepage blocks you can show or hide:
List of space blocks you can show or hide:
If you wish to modify the appearance of your home page or your Spaces home page, go on to Settings > Home Page or Space Page.
From this page, you can show or hide the block. You can also specify the amount of items or how they appear in the block.
When you are done, click Save.
Spaces are categories that you can divide up your Helprace into to better reflect your company.
Here are the types of spaces you can set up in Helprace:
To select your space type, head to Settings > Spaces on your admin panel and select space type. Click Save.
In the example below, we've selected "Service" as our space type, and that means the words "Select Service" will appear below your company logo on the user portal home page.
Now you are ready to set up the actual spaces.
When you first click on the Spaces button in your admin panel will see a "General" space. This is the default space.
Tip: If you only have one space, modifying its name and icon will not result in any changes. These changes will only be reflected once you add a second space.
Tip: When uploading a Space Icon, pick an image with square proportions. A simple graphic works best since it is recognizable when shrunk down to small dimensions. Icons 32x32 pixels in size and in png format are recommended.
- In the admin panel, click on the Spaces button in the header.
- Click on the cog on the right to edit your space.
- Edit the name and the space icon. The icon is recommended to be 32x32 pixels to show up properly in the drop down menu on your home page.
- Edit your space description. This description can be shown or hidden on your user portal's homepage by heading to Settings > Home Page and checking Show Description.
- Select the order your space appears in the drop down menu on your home page. Setting 1 will show this space at the top, for example.
- Set your Space Restrictions. You can set your space to public (visible by anyone), or viewable only to registered users or staff. To learn more, see Making your user portal private or restricted
- Click Save.
If you've set everything up correctly, you will have something like this. On the left we can see our spaces in the admin panel, and on the right is how they look like in the user portal.
A feedback widget brings up a condensed Helprace user portal interface using a tab shown on your website. Learn more about the feedback widget here.
- Head to Settings > Feedback Widget.
- If you chose Tab, input the Tab Title, position and color. By default tab looks like this:
- Click Generate Code.
- Copy and paste the resulting code just before the </body> tag of the web page where you want your feedback tab to appear.
- Click Save.
You can set your existing email account name to work with Helprace. That is, if you’re already using firstname.lastname@example.org, you can forward its contents to your Helprace account (email@example.com). You can also set up multiple mailboxes to handle various departments and enable personalized emails.
Click here to learn more: Adding an email account to Helprace
Domain mapping or domain aliasing is used when you want to direct one of your domains to Helprace.
To learn more, read Using your own domain with Helprace