FAQs in this section
What is the customer portal?
How do I give my customers access to the customer portal?
How do my customers view FAQs in the customer portal?
Can I change the theme of the customer portal?
Is there a way to hide modules from the menu in the customer portal?
Where do my contacts receive portal login details?
How do I know if my customers logged in to the customer portal?
Why is my customer is not able to log in to the customer portal?
Is there a way to choose which records can be shown in the customer portal?
Can I set a default assignee for cases coming in through the customer portal?
How do I log in to the customer portal?
How do I change my portal password?
Where can I edit my name, phone number, etc. on the customer portal?
How do I create a case on the customer portal?
How can I upload a document to the customer portal?
Where do I find FAQs on the Customer Portal?
Can I download a document from the customer portal?
Can I export cases from the customer portal?
Will the pie charts in the Customer portal display colors?
What are the steps in Two-step authentication for customer portal login?
Can I configure the customer portal to suit my needs?
How can I host Vtiger's customer portal on my server?
Can I change the URL of the customer portal?
How do I select the email templates for customer portal's 'login details' and 'forgot password' emails?
The customer portal login details were not delivered to my customers. What is the issue?
Where can I find the customer portal's 'login details' and 'forgot password' emails?
How do I configure the customer portal?
Table of Contents
You can configure the customer portal by following these steps:
Note: You can configure the customer portal only if you are an Admin user.
To learn more about configuring the customer portal, click here.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Select Customer Portal under Configuration.
Note: You can configure the customer portal only if you are an Admin user.
To learn more about configuring the customer portal, click here.
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