Adding Customers to Web Portal

Adding Customers to Web Portal

Regardless of the channel that your customers use to submit tickets, they can track the status of their tickets only when have access to your company's self serving web portal. There are two ways, for your customers to access your web portal:
  • Customers can use the Self Sign-Up feature to register with their email address. 
  • Agents can manually invite a customer from within a Contact or a bunch of them from the Contact List View.
The former being taken care by your Support Manager, let's see how you as an agent can invite customers to access the web portal. 

Adding Customers to Access Web Portal
Agents can invite customers to access the web portal. Here is how you could do it:
  1. Click the [Module] Tab from the top bar.( For e.g. Dashboard, Tickets, etc.) 
  2. Select Customers from the Modules menu.
  3. In the Contacts Home page, open a contact in its detail view. 
  4. In the Contact Details page, click the  icon. 
  5. In the dialog box, click Continue to invite the contact.
Zoho Desk will send an email invite to your customers to join your web portal at https://desk.zoho.com/portal/<portal name>/home. Please note that only those contacts with an email address can be added as portal users.

You can also invite a bunch of contact(s) as portal users: 
  1. Click the [Module] Tab from the top bar.( For e.g. Dashboard, Tickets, etc.) 
  2. Select Customers from the Modules menu. 
  3. In the Contacts Home page, you can select a Contact List View from the left panel. 
  4. Select the contact(s) you wish to invite from the list view.
  5. Click Add as Portal User(s) from the mass actions list. 
  6. In the confirmation dialog box, click Ok.