FAQs in this section
Where do my employees receive their employee portal credentials?
An employee did not receive portal credentials. Why?
What is the Employee Portal?
How do I change the portal password?
What are the different ways I can view internal tickets on the employee portal?
How are the portal credentials sent to employees?
Can I show or hide fields in the Employee portal?
How do I give my employee access to the Employee Portal?
How do my employees log in to the employee portal?
How do I log in to the Employee Portal?
Can I modify my profile details on the Employee Portal?
Can I see the Internal Tickets created from the Employee Portal on the CRM?
How do I view an Internal Ticket on the Employee Portal?
Can I change the status of an internal ticket on the employee portal?
Can I manually close an internal ticket on the Employee Portal?
How do I add comments to an Internal Ticket from the Employee Portal?
How do I upload documents to an Internal Ticket from the Employee Portal?

How do I create an Internal Ticket on the Employee Portal?

Follow these steps to create an internal ticket on the employee portal:
  1. Log in to the employee portal.
  2. Click the Add Ticket button located on the right side.
  3. Enter the following information:
    1. Summary: Explain the issue in this field.
    2. Internal Ticket Title: Describe the issue briefly in this field.
    3. Priority: Set the priority of the issue.
    4. Primary Email: Enter your company email address in this field.
  4. Click Save.
Note: Additional fields may appear in the ticket depending on how your CRM admin has configured the portal.
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