Turn on the customer portal

1. 1Open the customer portal settings in the admin area.
2. 2Enable the portal.
3. 3Check how it looks — it carries your company name and logo from the company profile, so fill those in first: Set your company details.
4. 4Copy the portal address.

Put the link where the question is asked. The three places that matter: the support page of your website, the footer of your ticket reply emails, and your email signature. A portal nobody can find is a portal nobody uses, and this is the whole of the rollout.

Tell customers it exists once, in an email they are already reading — a line at the bottom of the next reply to each open ticket does more than an announcement.

If the settings page is not there, the feature is not enabled for your workspace: Turn features on and off.

Before you announce it, open the portal yourself with a customer's email address and read what they will see. Ticket subjects written for internal eyes are visible to them, and that is a lesson better learnt now than later. See What the customer sees.