Configure ESM Portal

Configure ESM Portal

ESM Portal is the central console where users can access all asset desk instances available to them. The ESM Portal can be customized with a unique layout and widgets.

Role Required: Organization Admin

Customize ESM Portal Layout

  1. Go to ESM Directory > ESM Portal.
  2. Click Customize the Portal.
  3. Click the template variables displayed on the bottom left to render various elements for the layout. You can also type in custom HTML codes to add personalized layouts and external links.
  4. Use Code View to work on the HTML code and Preview to view the output. You can also use Split View to work on the code and preview the output simultaneously.
  5. Click Replace to undo all changes and reset the code editor with the default layout or published layout.
  6. After you've customized the ESM Portal, click Save and Publish. You can also save the changes as a draft.


Configure Preferred Landing Page 

Select a landing page for users who do not have a default asset desk instance set.
  1. Go to ESM Directory > ESM Portal.
  2. You can set the ESM portal as the default landing page or a specific instance.
  3. Click Save.


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