Knowledge Base

Search for "customer portal" yielded 184 results

Updating a Customer's Individual Customer Portal Permissions
Within Teamwork Desk, your agents can update customer portal permissions on an individual customer basis.
Adding a Custom Domain for Your Customer Portal
Within Teamwork Desk, you can set a custom domain for your Customer Portal. You can then direct your customers to your custom domain to create a support ticket.
Setting up Your Customer Portal
Within Teamwork Desk, you can set up the Customer Portal to allow your customers to interact with their tickets.
Resending a Customer Portal Invite to a Customer
Within Teamwork Desk, you can resend invites to customers who have not yet activated their Customer Portal account. Note: Any invite you send will expire after 24 hours.
Companies and the Customer Portal - What Your Customers Need to Know
Within the Customer Portal, you can allow customers to view and reply to tickets submitted by other members of the company you have added them to in Teamwork Desk.
Resetting Your Customer Portal Password
Within the Customer Portal, you can reset your password on the login screen if you cannot access your account. Click the login button in the top right of the portal site.
Viewing Your Customer Portal Profile
Within the Customer Portal, you can view and update your personal details on your profile. Once you have logged in, select the Profile tab in the top right.
Submitting a Ticket Through the Customer Portal
Within Teamwork Desk, your customers can submit tickets through your customer portal.
Setting Company Permissions for the Customer Portal
Within Teamwork Desk, you can manage visibility of tickets in the customer portal based on the company your customers are in.
Changing the Appearance of Your Customer Portal
Within Teamwork Desk, you can change the appearance of your customer portal to match your website or company colors.
Interacting with Your Own Tickets in the Customer Portal
Within the Customer Portal, you can view your submitted tickets and send new responses in the Tickets area. Once you have logged in, go to the My Tickets tab.
Adding a Customer
Each time an existing customer submits a ticket, the email is added to their customer history. Select People from the main navigation menu.
Editing a Customer
Within Teamwork Desk, you can edit a customer's details from their individual profile. Select People from the main navigation menu, then switch to the Customers subsection.
Merge Customers
Why Keep customer contact history together. Get a holistic view of a customer's communications with your company. Reduce duplicated and conflicting customer data.
Deleting Customers
Note: Deleting a customer is permanent and can not be undone. From the list of existing customers, select the one you wish to delete. Clicking the customer will open their profile details view.
Adding a New Custom Field
Within Teamwork Desk, you can add a new custom field on inboxes of your choosing. Note: Custom Fields are only available on Premium and Enterprise plans.
Exporting Customers
Within Teamwork Desk, you can export a list of customers from your site. Note : All data is exported as a ZIP file which extracts to a .JSON file.
Working with the Customers Area
Within Teamwork Desk, you can view and manage your customers via the site-level People area. Select the Customers subsection in the People area to view a list of your current customers.
Adding Customers to a Company
Within Teamwork Desk, you can add customers to companies on your site. Note: Only site administrators can manage companies and which customers are associated with each company.
Changing the Customer Associated with a Ticket
Within Teamwork Desk, you can change the customer associated with a ticket.
Custom Ticket Priorities
Example: Create custom priorities based on the industry protocols you follow.
How Your Customers Use Live Chat
Within Teamwork Desk, your customers can use live chat to instantly message your team to resolve issues and provide information in real time.
Viewing a Customer's Profile
Go to the People area of your site and select the Customers subsection. From the list of customers, click the relevant customer to open their profile view.
Using Custom Fields on Tickets
Within Teamwork Desk, you can set custom fields on tickets to collect information relevant to you. Note: Custom fields are available on the Premium subscription plan and above.
Adding Custom Fields to Your Embeddable Contact Form
Within Teamwork Desk, you can add custom fields to your contact form which can be accessed from your customer portal or embedded on any web page.