Customer Portal

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 colors of the background, font and tabs of the customer portal in accordance with the colors used in your organization's Web site.

When customers access your portal, they can view solutions that you have shared in the portal, add tickets and see the status of the tickets sent by them, around the clock. This results in increased customer satisfaction and considerable reduction in your incoming support tickets. Administrators can add portal users, customize the customer-support portal and manage access permissions.

For Administrators

This section is for administrators. It includes links that give information about managing the customer portal, setting permissions and customizing the homepage of the customer portal.

Managing the Customer Portal

You can do the following to manage the customer-service portal:

Customer Portal Link
Add a portal user manually
Enable self sign-up for portal users
Enable auto-invite for portal users
Edit a portal user
Re-invite a portal user
Activate or deactivate customer-portal users
Export the details of portal users

Setting Permissions

You can set permissions and show or hide various options in the customer-service portal. These include:

Customizing the Homepage

You can complete the following tasks to customize the homepage of the customer portal:

Customizing the Colors

You can customize the colors of your customer facing self-service portal.

Customizing with HTML and CSS

 Support offers extensive branding options for your customer portal. You can customize the web portal to meet your branding needs using HTML and custom CSS (cascading style sheets) code.


Insights from Google Analytics

Google Analytics provides valuable insights on visitor trends and behavior for your customer self-service portal.


Inviting Customers

You can invite customers to the customer-service portal. In  Support, we have provided you with an e-mail template to invite your customers. However, you can customize the customer-portal invitation e-mail before send it to your customers.

For Customers

This section is for customers. It provides details about how a customer can direct sign-up for customer portal besides links about using and customizing the portal.

Direct Sign-up for Customer Portal

Customers can direct sign-up for a customer self-service portal with their own e-mail address.

Using the Customer-service Portal

When customers access the customer-support portal, they can do the following:


    • Related Articles

    • 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 ...
    • 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?

      By default, hide option is provided to all the widgets in the Customer Portal Homepage. Widgets shown in the homepage are notified in orange and those hidden would be in grey.  To hide a widget, rollover your mouse on it to highlight the Visible at ...
    • How to de-activate a Customer Portal User?

      To de-activate Customer Portal User, follow the steps mentioned below: Go to Setup> Customer Portal>Users.  You can find a list of Portal Users who have been added previously Select the user you intend to de-activate and click Deactivate Portal User.