What are the access permissions available in the Customer Portal?
You are provided with the following access permissions, for the customer portal.
To set permissions, Goto Setup>Customer Portal>Access Settings
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Customer Portal
The Customer Portal of Support plays an important role in helping customers resolve their issues by themselves. You can customize this portal according to your requirements and give your customers access to it. For example, you can customize the ...
What happens when Portal access setting is set to "Only Registered Customers"?
When the portal access is set to "Only Registered Customers", Customers accessing your portal URL would be redirected to helpdesk login page. This ensures that only registered customers can access your portal by providing their login credentials.
What happens when the Portal access setting is set to "All Customers"?
When the portal access is set to 'All Customers", Anyone can access your self-service portal by visiting its URL and submit their requests and search knowledge base. However, to track the status of their requests, your customers need to provide login ...
How to Access the Portal Settings?
To access the portal settings: Go to the "Settings". In the "Portal Settings" section, you can find your configuration options for your Visitor chat window under the "Visitor Chat Window Configuration section". Switch any of the options On (Green bar ...
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 ...