Create a Button Collection and assign it

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 that needs different buttons, then you simply create a Button Collection and assign it to that client. 

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 viw all and choose one you want to edit)

Step 3

Click on Add

Step 4

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 assign a button collection

Step 12

Once saved you can go to the button collection and assign it to a customer, a group, or a specific user by clicking Assign

Step 13

Choose client(s), group(s) or user(s)

Step 14

Click on Done

Step-by-step instructions to Edit a button collection

Step 15

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