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If you have signed up for Freshdesk or Omnichannel after March 30, 2022, you can read more about accessing your Customer Portal in this article.
- How to customize your customer portal
- User Sign-up and Login
- User Permissions for portal
By default, when you sign up for a Freshdesk account, your helpdesk is split into two sections:
- Agent Portal - This is the Freshdesk agent interface you see when you log in to your account. On the agent portal, you can respond to incoming tickets, add knowledge base articles, check out reports, and so on. If you're an Administrator, you can also manage additional settings, add support reps and pay for your Freshdesk account.
- Customer Portal - This is the portal where your customers can register themselves, browse through your Knowledge Base, engage on your Forums, and raise and track their tickets.
If you'd like to learn how your customers can use your support portal, please check out this folder.
As an Administrator, you can configure your support portal to be exactly how you want. For example, you could rebrand it to change how it looks, decide who gets to access it, or even enable Single Sign-On with popular services to make it easy for customers to log in.
How to customize your customer portal
Login to Freshdesk as an Admin.
- Go to Admin > Portals > Settings.
- A list of options lets you tweak your public customer portal.
User Sign-up and Login
Allow users to Sign up from the customer portal
If you want to store the information of the user raising a ticket, you can have new users sign up from your public portal.
Allow users to sign in using
You can also let your customers log into Freshdesk with their Google, Twitter, and Facebook credentials. This speeds up the sign-in process for your customers and lets you track who logs in.
User Permissions for portal
Who can submit a new ticket on portal?
You can allow tickets to be raised only by logged-in users or by everyone. Freshdesk lets you make CAPTCHA compulsory while raising tickets, which lets customers raise tickets without signing in. This ensures that they are not bots and simultaneously saves them time from signing up.
Auto suggest solutions while creating a new ticket
Another way to let your customers find answers quickly is by enabling automatic solution suggestions. Based on the keywords entered by your customers when they fill out the new ticket form, Freshdesk will suggest related solution articles on the right side of the form.
Who can view tickets on portal?
You can restrict the visibility of the tickets on the portal by making it available only to logged-in users or make it public so that anyone with the Public Ticket URL can view it. To learn more about the setup and usage of the public ticket URL, click here.
Who can view solutions? Who can view Forums?
You can let them go through your Knowledge Base articles and Community Forums without logging in. That way, they could find a solution to their problem without raising a ticket. This will save time for both you and your customers.
To create new topics, you can also make CAPTCHA compulsory for logged-in users.
You can also preview the settings you have configured for the Customer portal. To access it, click on the Profile picture in the upper-right corner after logging into the helpdesk as an agent, and then click Go to Customer portal.
Note: You can switch back to the Agent portal after reviewing the changes you have made by clicking on this link in the upper-right corner: