Navigate to the Settings -> Portal Settings from where you can set your portal details. Also, from the ‘gear’ icon, you can navigate to the General Settings. You will have two different settings here: General Settings and reCAPTCHA Settings.
You can set your portal details under General Settings. You can set the general details as follow:
– Portal Name: Describe your Portal Name (Title).
– Records per Pages: Select the no. of records that you want to be displayed on a page.
– Portal Logo: Select the image to display a logo.
reCAPTCHA Settings
The spam protection feature is provided so you can secure the customer portal pages, forms, and any widgets from the Spam. To protect the customer portal data (pages, forms & widgets), the Google reCAPTCHA feature is provided.
You can set your portal details under General Settings. You can set the general details as follow:
– Enable reCAPTCHA: Check the checkbox of the “Enable reCAPTCHA ”. You will find the two versions of the Google reCAPTCHA: V2 & V3. You can enable the required captcha version for your customer portal
V2: You will be needing the reCAPTCHA Site Key. The “Site Key” is used to render the reCAPTCHA within a page. V2 validates the requests with the “I’m not a robot” checkbox.
When portal users access the customer portal, the captcha will be visible at the end of any Form with the “I am not a robot” checkbox as google provides. Portal users must be checked for the Form submission.
After inserting all the details, click on the Save button to save the changes.
The V2 captcha can be applied to the following “Widgets”: Form widget, Login widget, Registration widget, Forgot Password widget, and in Subgrid Forms in the form builder
You will get the Enable reCAPTCHA option in the above widget configuration.
V3: You will be needing the reCAPTCHA Site Key & Secret Key. The Site Key is used to render the reCAPTCHA within a page and the Secret Key is used for performing server-side validation. V3 Verify the user’s response with a score.
When portal users access the customer portal, the captcha will be visible at the right corner of the screen that will send the token automatically based on the user actions.
After inserting all the details, click on the Save button to save the changes.
The V3 captcha can be applied to the following “Widgets” and the “Page”:
Page Form widget Login widget Registration widget
Forgot Password widget List widget Recent Activity widget
Counter widget Knowledge Base widget Chart widget
Search widget Case Deflection widget In Subgrid forms in the Form builder
You will get the Enable reCAPTCHA option in the above widget configuration.