Docs

Customer portal

What your customers' contacts see in the portal, who sees what, and how you set it up, brand it and check it as a contact.

  1. 1 Customer portal overview What your customers' contacts see when they sign in to the portal: Home, How can we help, Needs you, the side menu, search, the phone layout and who sees what.
  2. 2 Tickets and requests in the portal How contacts raise tickets and requests in the portal, what they see while you work on them, and how managers follow their whole company's tickets.
  3. 3 Company pages for managers The company dashboard, devices with health and self-service fixes, licences, security, the board pack, People with starters and leavers, Documents and the co-managed IT view.
  4. 4 Sign-in, profiles and notifications How contacts sign in to the portal (emailed link or code, Microsoft, password and two-factor, passkeys), people at several organisations, the profile and what reaches them where.
  5. 5 Portal permissions and people Give contacts portal access, choose what each person can see and do with permissions and contact roles, let managers handle their colleagues, and approve sign-ups.
  6. 6 Setting up the portal The seven tabs of Settings > Customer portal, Home and navigation per customer, announcements and service notices, the help centre and the installable portal.
  7. 7 Portal appearance Change how the portal looks for every customer or one customer, with a live preview: name, logos, colours, style, Home, the side menu, footer, sign-in page and emails.
  8. 8 See the portal as a contact Open the customer portal as one of a customer's contacts to see exactly what they see, read only and recorded, from the contact's page.