How do I add Customer Portal for my organization?
Customer Portal for your subscription would be automatically enabled when you add a portal user.
To add portal users to access your organization's self-service portal, follow the steps mentioned below:
- Goto Setup>Customer Portal>Users
- Click Add Portal User and provide your customer name and e-mail address
- Click Create New Portal User, to send an invitation to your customer
Once your customer receives the invitation, they can create their login credentials and access your self-service portal.
You can also, add a contact as a portal user. Just check a contact you intend to add and click Add as Portal User when highlighted.
Apart from adding portal users, you can customize your customer portal homepage.
For more details on customizing your portal homepage, refer Customer Portal