On the portal, users can find answers to frequently asked questions, use reference information and other materials that are published in the Portal Knowledge base, as well as register cases to the support on their own or receive prompt answers to their questions from company employees in the feed. Portal users can participate in other (custom) processes, e.g., agreeing requests, providing services, etc.
Note
Learn more about Creatio portal editions and their features in the “Portal” article.
The examples provided in this article may be specific to certain portal editions (self-service portal or customer portal).
This guide covers all built-in features available to portal users.
1.Portal registration and login – the article covers the sequence of actions for registering a portal user. The article also contains guides on how to log in to the portal and change/recover a portal user password.
2.Working with the portal knowledge base – description of the reference information resource available for portal users. The article also describes different ways of searching for information in the Portal Knowledge base.
3.Working with the portal Cases – description of the primary communication channel between portal users and the support service. The article covers all case-related operations, including case registration, cancellation, customer feedback, etc.
4.Working with the portal list – the article covers how to set up column layout in the portal section lists. You can also find instructions on setting up groups for filtering records in the list.
Contents
•Portal registration and login
•Working with the portal knowledge base
