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.
Creatio portal is suitable for a variety of use cases, the most common being:
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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.
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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.
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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
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Managing portal sections. Read more >>>
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Managing portal users. Read more >>>
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Maintaining data integrity by managing access permissions to portal sections. Read more >>>
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Setting up the portal main page to reflect the nature of your brand. Read more >>>
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Setting up a partner program on the portal. Read more >>>
Contents
•Getting started with Creatio portal
