How do I add Customer Portal for my organization?
Customer Portal for your subscription would be automatically enabled when you add a portal user.
To add portal users to access your organization's self-service portal, follow the steps mentioned below:
- Go to Setup>Customer Portal>Users
- Click Add Portal User and provide your customer name and e-mail address
- Click Create New Portal User, to send an invitation to your customer
Once your customer receives the invitation, they can create their login credentials and access your self-service portal.
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Can Portal users see requests submitted by others from their Organization?
Yes, you can provide permission for portal users to view the requests submitted from their organization. To enable permission, Go to>Setup>Customer Portal>Access Settings In the "Access Permission for Organization Requests" section, check "Allow ...
Can I restrict departments for Customer Portal Users?
No, you cannot restrict a particular department for select Customer Portal users. However, while creating a department you can choose to hide it from being viewed in the Customer Portal.
What are the access permissions available in the Customer Portal?
You are provided with the following access permissions, for the customer portal. All customers can access customer portal Only Registered customers can access customer portalTo set permissions, Goto Setup>Customer Portal>Access Settings
Can I hide a Widget in the Customer Portal?
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