Portal Creatio
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Portal

Creatio portal is a component that provides a way to open up various parts of your system to external users (e.g., customers, partners, contractors, stakeholders or even teams within your company).

The portal eases your administrative load by freeing up various communication channels (e.g., phone or email), and deflects incoming requests by empowering external users to resolve incidents, service requests and other types of inquiries on their own, easing the workload of your support service.

In Creatio, a portal is a custom branded workplace that provides secure and managed access for various types of “portal users.” A single interface creates a “one-stop-shop” for both your employees and external users, provides familiar configuration tools (e.g., business processes, access permissions), and creates a subset of Creatio with refined and curated content and available functionality.

Through the portal, Creatio users can access selected sections. They can view, edit, or create records or add notes and attachments.

Creatio portal can help you to facilitate long-term relationships with partners, contractors, stakeholders, and customers, and is designed for various use cases and business scenarios.

Portal features and use cases

Creatio portal is suitable for a variety of use cases, the most common being:

  • Customer self-service, such as in technical support. Give a self-service option to your customers and focus the time and expertise of your support agents on important tasks. Empower your customers to submit support cases and track the resolution progress directly on the portal. Provide them access to your knowledge base articles and help them find answers quickly. Service multiple customers at once avoiding queues and loss in productivity. Read more

  • Communications with internal and external customers, for instance, an HR portal. Configure the ability to service external employees and contractors who do not actively use Creatio: create applications, submit them for approval and track their progress. An HR portal can act as a central hub for all the important company documents and policies that are in the public domain.

  • Interaction with external users (clients, dealers, and partners) at all sales stages. Create partner programs, process leads and close opportunities along with your partners by using lead management and corporate sales processes. Keep track of the partner tiers, training sessions, and certified experts.

Three portal configurations facilitate the most common use cases - self-service portal, customer portal, and partner portal. You can use them at the same time.

Note

The list of sections available in the Creatio portal depends on its configuration.

Learn more about various portal configurations and their use cases in the following articles: “Self-service portal”, ”Customer portal”, and “Partner portal”.

Portal licensing

Each portal user “consumes” a special “portal license” (as opposed to using regular Creatio licenses).

The following licenses are required for each user of different portal editions:

For the customer portal

customer portal on-site/cloud

For the self-service portal

self-service portal on-site/cloud

For the partner portal

partner portal on-site/cloud

Note

Learn more about licensing in the “Software licensing” and “License distribution” articles.

Portal customization

Contents

Self-service portal

Customer portal

Partner portal

Getting started with Creatio portal

Users and permissions on the portal

Portal customization

Set up portal sections

Working with portal

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