Receive requests from an online portal and help center

Customers send and track requests through the customer portal—your service project’s customer-facing site. If your service project has a knowledge base, customers can also self-service requests by searching for articles. If your customers have access to multiple portals, they can use the global help center to see them all in one place.

What are the portal and help center?
Your customers can raise requests online from your portal and help center.
Show a workflow transition in the portal
Show customers the transitions of their request in the portal.
Customize the columns in your customers' requests list
Choose which columns your customers see when they view their requests list.
Give agents permission to add announcements to the portal
Each service project has an online portal where you can make announcements to your customers.
Give agents permission to add announcements to help centers
You can make announcements to all customers who use your service projects through the help center.
Add request participants through the portal
You and your customers can share requests with others in the portal.
Set up and manage portal access
Learn how to set up who can access and raise requests in your portal.

Last modified on Mar 5, 2021

Cached at 7:24 AM on Aug 3, 2021 |

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