Styling & Customization

Customize the look and feel of your knowledge base

Styling

From the Customer Portal settings page you can customize the look of the portal including:

• Header and footer categories and links

• Brand colors

• Horizontal logo

Settings

Choose default behavior for portal access as new users interact with your team. From the portal settings page you can customize whether new customer users automatically get an invitation email to the portal, whether they even get access, and what their access level is.

You can also use the API to create customer users and grant access to the portal as part of your user provisioning process.

Data

Ticket Fields

Choose which fields on your tickets are visible and changeable by users. For example, surface a Priority or Question Type field that users can view and modify.

Forms

You can also have different set of ticket forms available to different sets of portal users. For example, if you have accounts on different tiers see different forms.

Issue Visibility

By default, new tickets submitted by users will be visible in the portal. You have control on the ticket level to show or not show particular tickets, as well as the title the ticket shows up with.

Click into any issue in Pylon and find the Customer Portal Settings module in the sidebar to change the visibility or title of an individual issue or in bulk by selecting a set of issues. You can also set up a Trigger to automatically set the portal visibility of certain types of issues.

Customers can view and manage tickets from across Slack, Email, Chat Widget, and more directly in the portal!

Customer-facing Status Labels

For configured custom Issue and Task statuses in Pylon, you can also define corresponding customer-facing status labels.

Status label mappings are available for Issues, Tasks, and Feature Requests each configured from its own settings sub-page (Issues page, Tasks page).

Custom Domain

Host your customer portal on a custom branded domain, allowing a fully white-labeled experience for your customers.