Trying to locate default portal page for editing

Don Roberts September 12, 2024

Hello,  I have created a new generic JSM project using the IT template.  I need to edit the main portal customer screen and I can not find that screen.  Any help is greatly appreciated.  Things I have tried are 

1. logged in to the project as the admin and went into project settings.

2. selected the screens link on the left side bar and searched for all screens associated with my new project. 

When looking at all the screens and screen schemes I am NOT able to see the default customer screen that shows up for a customer.  

2 answers

1 vote
Dave Mathijs
Community Leader
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September 12, 2024

Hi @Don Roberts welcome to the Atlassian Community!

You may want to check out the following documentation article: Customize your help centers

The Help Center is the main portal screen. It consists of one or more customer portals (the front-end of a service project).

Don Roberts September 12, 2024

Thank you very much Dave

Don Roberts September 12, 2024

Hi Dave.   Thanks for the info before but unfortunately it wasn't' helpful.  That covered the home page for my service management site.  I am looking for documentation for how to edit the home screen for a specific JSM project.   My example is when a customer clicks on one of my portal links on my help center home page the project displays a main page for that specific project.  If i could upload a screen shot I would.  :-(

Dave Mathijs
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
September 12, 2024

There's not much you can change about the portal itself natively. You would need a third-party app like Refined to customize the portal.

The portal basically exists of the request types you create in your service project, optionally categorized by portal groups or topics.

0 votes
Susan Waldrip
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
September 12, 2024

Hi @Don Roberts, are you asking about how to add the request types to that project's main page, (called the portal groups page), or how to do things like change the background colors, fonts, etc. on that page? If it's the first, you would use Project Settings > Portal Settings > Portal groups and create a new group:

help13.jpg

The resulting page the Customer would see would be the project portal page with all the Request Types they can choose from:

help11.jpg

 

If you're wanting to change the look and feel of that page, then @Dave Mathijs's answer about a 3rd-party app would be your only option right now.

FYI, to add a screenshot to a Community post, the screenshot has to be a saved file (as far as I know) and you can click the "Insert Photos" icon in the formatting bar of the post's dialog box:

help12.jpg

Let us know if this didn't provide what you need.

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