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 view/add tickets from your Customer Support Portal.
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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
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 ...
How to de-activate a Customer Portal User?
To de-activate Customer Portal User, Goto Setup > Customer Portal Settings > Customer Portal Users. The list of Portal Users who have been added would be displayed. Select the user you intend to de-activate and click Deactivate Portal User.
Can I re-invite a Customer Portal user?
Yes, you can re-invite your Customer Portal user if they have not accepted their first invite. To carry out this function, Goto Setup in Zoho Support > Customer Portal Settings > Customer Portal Users. In the Customer Portal Users page, you can find ...
What is Customer Support Portal?
The Customer Support Portal is a dedicated support area that allows your customers who wish not to contact the helpdesk due to reasons like long call queue and delayed e-mail response.