To edit a portal in Jira, you must be a Jira Administrator. You can customize your customer portal's appearance and essential details directly from your service project's settings.
Step-by-Step Guide to Editing Your Jira Portal
Follow these steps to customize your customer portal within Jira Service Management:
- Log in as a Jira Administrator: Ensure you have the necessary Jira Administrator permissions to access and modify project settings.
- Navigate to Your Service Project: From your Jira instance, select the specific service project whose portal you wish to edit.
- Access Project Settings: In the left-hand navigation bar of your selected service project, locate and click on "Project settings".
- Go to Portal Settings: Within the Project settings menu, find and select "Portal settings".
- Edit Portal Details: On this page, you will find options to brand and customize your portal. Here, you can directly edit:
- Name: Change the display name of your portal.
- Introduction Text: Modify the introductory message that greets your customers.
- Logo: Upload or change the logo associated with your portal.
- Save Changes: After making your desired edits, remember to save your changes to apply them to your live portal.
What You Can and Cannot Edit Directly
When customizing your portal, it's important to understand which elements you can directly control and which are automatically managed.
| Editable Elements | Automatically Copied/Managed Elements (from main help center) |
|---|---|
| Portal Name | Portal's Header Colors |
| Introduction Text | Portal's URL (appearance/styling) |
| Portal Logo | Portal's Button Colors |
This means that while you have control over the fundamental branding and messaging of your specific portal, aspects like header and button colors are unified with your main help center's branding to maintain consistency across your service offering.
Why Customize Your Portal?
Customizing your Jira Service Management portal is crucial for several reasons:
- Branding: Reinforce your company's brand identity by using your logo and consistent messaging.
- Clarity: Provide a clear, welcoming introduction to help customers understand the purpose of the portal and how to use it.
- User Experience: A well-designed and clearly labeled portal makes it easier for customers to find the help they need, submit requests, and track their issues.
Best Practices for an Effective Portal
- Clear and Concise Name: Choose a portal name that clearly indicates its purpose (e.g., "IT Support Portal," "HR Services").
- Welcoming Introduction: Write a brief, helpful introduction that guides users and sets expectations.
- Professional Logo: Use a high-quality, recognizable logo that represents your organization.
By leveraging these customization options, you can create a more intuitive and branded experience for your customers using Jira Service Management.
