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.
- Navigate to the Teams Page
- Access the Teams module from the navigation dashboard on the left side of your screen.
- Add a New Team
- In the All Teams panel, click the +Team button to start creating a new team.
- In the All Teams panel, click the +Team button to start creating a new team.
- Select a Team Type
- In the window that appears, choose Create Customer Team.
- 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.
- Save the Team
- Once all necessary details are filled out, click the Checkmark button to save the new customer team.
- 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.
