FAQs in this section
What is the Help Center?
How will my customers know about the Help Center?
How will documentation appear on the Help Center?
Is the Help Center available with the Sales Starter edition?
Is the Help Center available by default in the CRM?
What is the first page that I see when I go to the Help Center?
How can I go to the page where all the articles are listed?
What are the different elements present in an article?
What can I do with an article apart from reading?
How can I go back to the homepage from the article?
How should I start configuring the Help Center?
What is the use of the 'Disable Help Center' button?
What can I configure in the 'Basic' tab?
What can I configure in the 'Categories' tab?
How can I add a category?
What can I configure in the 'Rebranding' tab?
How can I add a subcategory?
Can I update the sequence of the categories?
Can I edit a category?
Can I delete a category?

What is the need for portal credentials in the Help Center?

Your readers need portal credentials to sign in to the Help Center. Once they sign in, they can comment on your articles. With comments, the readers can express their opinions on an article or report a bug. Using portal credentials, you can make sure that anonymous marketing comments will not spam the article.

Follow these steps to give access to the Help Center to your contact:

  1. Click the Main Menu.
  2. Go to Essentials.
  3. Click Contacts.
  4. Select and open a contact record for which the help center must be enabled.
  5. Click Deep Dive.
  6. Look for the Portal User field and enable it. 
  7. Enter a valid Support Start Date and Support End Date
    • Note: Customers will not be able to log in to the HC beyond the support end date.
  8. Click Save.

Your contacts will receive an email containing the credentials. They can use the credentials and login to the Help Center.

To know more about portal credentials, click here.

To know more about Help Center, click here.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube