HTML templates

What are HTML templates?

HTML templates are customizable files that define the appearance and structure of public portals and session web pages.

How are HTML templates useful?

HTML templates allow organizations to tailor the user interface to match their branding and provide a consistent user experience across support interactions.

How do I access the HTML Templates page?

1. Use a Chromium-based browser to sign in to your Remote Support URL.
   This URL is provided in the BeyondTrust welcome email and includes your site URL followed by /login.
2. From the left menu, click Public Portals.
   The Public Sites page opens and displays by default.
3. At the top of the page, click HTML Templates.
   The HTML Templates page displays.

Configure the public site web template

Customize your public site’s HTML to be consistent with the rest of your web site.

Add or edit template

Select an existing template that you want to edit or select Add to create a new template.

Name

When creating additional templates, give each a unique name to identify it for further editing or to apply it to a public site.

Template HTML

Macros replace real-time data such as the session initiation options and the language selection dropdown. This enables you to position these elements anywhere on the page.

BeyondTrust recommends leaving the public site unaltered unless you have a working knowledge of HTML format.

Revert to factory default HTML

After customizing the site, you can return the public site to its original state by clicking Revert to Factory Default HTML at the bottom of the coding window.

Help icon

Change help icon

You can upload a new image to serve as the help icon on the public portal.

Revert to factory default help icon

To restore BeyondTrust’s original help icon for a template, click the Restore to Factory Default Help Icon button.

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Note

For more information, please see Support portal customization guide.