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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Customize Portal Settings

  • Updated:

The SeeClickFix 311 CRM Portal is a feature offered to all partners and provides a way for residents to quickly report issues directly from any website where the Portal is embedded. This article will show you how to customize settings.

 

Features

To give you an idea of what the reporting Portal can accomplish for your brand and your residents' reports, take a look at the list of features for the Portal below:

  • Works great on mobile and desktop devices
  • Custom colors and branding
  • Link directly to your organization’s marketplace iOS and Android apps
  • Option to start with a list of request categories
  • Option to link directly to a request category
  • Option to link directly to a map to begin a new report
  • Option to display a list of requests to be browsed
  • Pulls location from photo metadata
  • Enable or disable guest reporting
  • Enable or disable the “post to neighbors” category
  • ArcGIS base maps and geocoding
  • Disables reporting outside of the jurisdiction
  • Features Notices on the explore map view

 

 

Instructions

  1. Sign in to your site
  2. Select your Profile Icon and click Manage Organization
    Profile menu with the Manage Organization Option selected.
  3. Navigate to the Settings tab under Web Portal
    Web Portal Settings.
  4. Edit your Portal Settings
    Portal settings page.
    • Embed and Share: Learn how to embed and share your Portal.  
    • Brand Settings
      • Organization header image: Upload an image that will appear in the top left-hand corner of all Portals you embed or link to.
        Note: The suggested file size is 300 by 100 pixels.
      • Navigation: Select colors for the top toolbar and text.
      • New Request: Choose colors for the button and text.
        Note: Ensure that the colors you select provide enough contrast for your text color to be readable. The preview on the right-hand side will update as you modify settings.
    • Request Settings
      • Include the "Post to Neighbors" category: Allow reporters to select Post to Neighbors. This is typically not a monitored category.
      • Allow reporting to all SeeClickFix organizations: Allow for reports to send to all SeeClickFix organizations.
        Note: This setting impacts the 'Starting Page' drop-down on the Embed and Share screen.
        • If the setting is disabled, the Starting Page dropdown provides options for four items: start with the entire list of Request Categories, with one specific category, a specific starting location, or with a list of existing requests to browse.

        • If the setting is enabled, the Starting Page dropdown is limited to only 2 options: "Explore requests on the map" and "Report starting from a location."

      • Guest submissions can be enabled or disabled with Request Category settings.
  5. Click Save
    Portal settings, save button.

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