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      Creating and Activating Customer Portal Teams

      Learn how to create customer teams and activate the customer portal in Chekhub.

      Setting up customer teams and activating their portals in Chekhub allows for seamless customer interaction and management. Follow the steps below to create new customer teams and activate their portals.

      1. Navigate to the Teams Page
        • Access the Teams module from the navigation dashboard on the left side of your screen.
      2. Add a New Team
        • In the All Teams panel, click the +Team button to start creating a new team.
      3. Select a Team Type
        • In the window that appears, choose Create Customer Team.

      4. Enter Team Details
        • Team Name and Parent Team: Provide a name for the customer team. You must also select a parent team to define its place within your organization’s hierarchy.
        • Manager Assignment: Assign a manager who will oversee the operations of this customer team.
        • Optional Details: Add a team location, associated ticket templates, and any additional properties such as an address or contact information.
      5. Save the Team
        • Once all necessary details are filled out, click the Checkmark button to save the new customer team.
      6. Activate the Portal

      After creating the team, navigate to the Customer Team Profile of the team for which you want to activate the portal.


      In the Portal tab, click the Activate Portal button. Once activated, the team now has an active customer portal, ready for use.

      Adding Members to Customer Teams

      In Chekhub, there are two ways to add members to your customer team: creating new members or adding existing members. This guide will walk you through both methods, depending on whether the individuals already have access to your organization in Chekhub.

      Creating New Members

      Use this method when a customer is not yet part of your organization in Chekhub. You can configure these new members to have portal and platform access if needed.

      1. Create Member
        • In the customer team's profile, click the Create Member button located in the top menu bar.
      2. Enter Member Information
        • Fill in the member's First Name, Last Name, and Email Address.

      3. Assign a Role
        • Assign a role to the member. Roles can be managed and edited from the Admin Dashboard. Ensure the member has the correct permissions for the customer portal.
      4. Add Additional Details (Optional)
        • Optionally, add details like the Locations, Primary Work Location, Qualifications or other properties to the member’s profile.
      5. Save the New Member
        • Click the Checkmark button to save the new member.

      Adding Existing Members

      Use this method when the member is already part of your organization and simply needs to be added to the customer team.

      1. Add Members
        • Members can be added from the Teams, Members or Portal tabs. Any members added to the Customer team will appear in the portal tab but will not be activated. 
      2. Update Members
        • In the pop-up window, search for the names of the members you want to add to the customer team, select them, and click Update.

      3. Save Members
        • Once the members are selected, click Update to save them to the customer team.

      Activating Members for Portal Access

      Adding members to a customer team does not automatically grant them portal access. Follow the steps below to activate their portal access.

      1. Access the Portal Tab
        1. In the Customer Team Profile, navigate to the Portal tab in the menu bar.
      2. Locate the Members Table
        1. Once in the portal tab, find the member in the Members Table who you wish to grant portal access to.

      3. Update Member Access
        • Use the icons on the right to update the member’s access. These will also allow you to send portal invitations, or edit member information.

        • Check the Portal Access box to grant the member access to the customer portal.
        • You can also update their role to ensure their permissions align with the type of access they need. After making the necessary changes, click Save.

      4. Send Portal Invitation
        1. After granting access, send an invitation to the member by clicking the Resend Invite button.
        The member will receive an email invitation to join and sign in to the customer portal, to learn more about activating your portal, click here.