Portal Creatio overview
Creatio portal is a component that provides a way to open up various parts of your system to external users, such as customers, partners, contractors, stakeholders, or teams within your company.
A portal is a workplace with different permissions for various types of users. The portal UI is similar to the UI of the primary application. Use the portal to create a limited subset of Creatio with restricted access to data and only the necessary functionality. The list of sections available in Creatio portal depends on its configuration.
Through a portal, users can access certain Creatio sections and their associated data. Additionally, they can view, edit, or create records, as well as add notes and attachments.
The portal can act as a primary means of user support or as an extension of your service system.
The self-service portal eases the load on your employees by freeing up various communication channels (e. g., phone or email) and routing incoming requests On the self-service portal, users can find answers to their questions in the knowledge base, create and track the progress of their support cases, or communicate with the support staff via the feed. Unlike support agents, self-service capabilities and information are available to your customers 24/7. The self-service portal configuration allows you to add the following sections to the portal:
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The Cases section, where portal users can register support cases on their own, as well as track the case resolution progress and communicate with support employees. The ** Cases** section is a counterpart to the Cases section in the main Creatio application. You can choose which fields and details from the Cases section to display in the Cases section via the Section Wizard.
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The Knowledge base section, where portal users can look up the reference information, search for answers to frequently asked questions, find rules, regulations, document templates, or advertising materials.