How do I add my Customers as Portal Users?

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• How do I add Customer Portal for my organization?

  Customer Portal is automatically enabled if you add Portal Users. To add portal users: Goto Setup > Customer Portal Settings > Customer Portal User > Add Portal User. Also, you can add a contact as portal user. Just open an added contact and click ...

• Can a Portal user see requests submitted by other users from the same Organization?

  No, currently it is not possible for a Portal User to view Requests related to other customers. However, a portal user can add requests and track his/her request status in customer portal. For more refer Portal User Action

• Can I restrict departments for Customer Portal Users?

  No, it is not possible to restrict a particular Departments for selected Customer Portal users. Once a Department is made "Public", all Customer Portal users can access that particular Department.

• How do I join a portal user to my organization customer portal?

  Once you have created a new "Portal User" (Goto Setup--->Customer Portal Settings--->Customer Portal Users), an invitation e-mail would be sent to the Portal User with a confirmation link. When the Portal User confirms by accessing the link, they can ...

• What happens when the Portal access setting is set to "All Customers"?

  When the portal access is set to 'All Customers", Anyone can access the customer portal by accessing the URL to submit requests and search knowledgebase. However, to track their request status, the customers need to provide credentials to log into ...