The customer portal is available in all Creatio products.
The customer portal configuration is designed for process automation, e.g., providing services, confirming applications and service requests, etc. You can add custom sections to the customer portal to automate any internal process. All custom logic in these sections will be available to the portal users. Configure business processes and cases on the portal to automate mundane administrative tasks. Customer portal users can securely access all process-related functions, including:
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Initiate processes, e.g., create applications, requests, etc.
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Participate in processes, e.g., approve requests.
You can add up to three custom sections on the customer portal. Custom sections are configured via the Section Wizard and are added to the “Portal” workplace.
Note
Custom sections are created from scratch with no or minimal connection to base Creatio sections. Learn more about creating custom sections on the portal in a separate article.
The customer portal configuration in Financial Services Creatio, customer journey edition, enables you to add the [Applications] and [Contracts] sections to the portal. Additionally, you can add the [Documents] section if your Creatio product supports it.
Note
You can use the self-service and customer portal together to set up a support service channel and add up to 3 custom sections on top.
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