Set up an online portal in team-managed projects

Customers can send a request from the customer portal: your service project’s customer-facing site. If you have a linked Confluence space, they can also self-service their own requests by searching for help articles. If they have access to multiple service projects, they can also use the help center to see all their portals in one place.

Customize your customer portal in team-managed projects
Each service project has its own portal you can customize to fit your organization's brand.
Customize your help center in team-managed projects
These are the different ways you can customize your help center, and how to do it.
Group request types in the portal in team-managed projects
Here's how to organize different request types into groups.
Add announcements to your portal or help center
How to make announcements to customers and agents in your portal and help center.
Let agents add announcements in team-managed projects
Give agents permission to make announcements on the portal and help center in team-managed projects.
Set who has permission to send requests to your portal
Here's how to set which customers have permission to send requests to your customer portal.

Last modified on Apr 6, 2021

Cached at 3:34 PM on May 15, 2021 |

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