Create a Button Collection and Edit t

A Button Collection is a collection of buttons you’d like to deploy as part of your Client Portal. You can create a default collection that all clients get, or you can create additional collections and apply them to certain clients. For example, if you have a client who needs different buttons, then you simply create a Button Collection and assign it to that client. 

This list of links to items can help you create some of the menus in the client portal. You need to have them created beforehand to include them when creating or editing the client portal.

1. Create Service Catalogs

2. How To Create a Webform

3. ConnectBooster Integration Setup

4. Biger Brains Integration

5. WisePay Integration Setup

Step-by-step instructions to create a button collection

Step 1

 Go to portal.invarosoft.net

Step 2

Click on ItSupportPanel, Buttons, and then Create Collection (Or view all and choose one you want to edit)

Step 3

Click on Add

Step 4

The log ticket is set by default. The other buttons should be set according to the needs, for example, select Ticket View

Step 5

 The following are the options to choose from

To place a Bigger Brains, ConnectBooster, or WisePay button you have to select the Integration Action type option.

Step 6

 Choose a name for the button

Step 7

Click on the Add Button

Step 8

 Fill in the other buttons according to your needs. You can add up to 8 buttons between the 2 sections. 

Step 9

Fill in the fields, and click on the add button

Step 10

Choose a name and a description for your button collection

Step 11

Click on Save Collection

Step-by-step instructions to edit a button collection

Step 12

Click on CX Invarosoft >> ITSupportPanel >> Buttons

Step 16

Click on the Edit Button if you want to modify an existing one

Step 17

To edit an existing button, click on the pencil icon. To create a new button, simply click on the "Add New Button" button.

Step 18

Remember to Click on Save Collection

Note

Please don't forget that buttons need to be assigned. This workflow could help you with that.

Step-by-step instructions to assign a button collection