Reconciliation

How to give access to the customer portal?

The "helpdesk" module allows you to receive tickets from the customer portal or from the application and assign them to the manager so that he can take charge of them. 

In the main menu, select the Contacts module.

If the contact has not yet been created in the system, click the Create button to create a new contact. Enter the contact details by filling out the form and click Save.

Choose a contact, click on the Action menu in the top center and select "Manage portal access".


A pop-up window appears and check the "In the portal" box.