Learn how to set up and manage your default customer portal configurations.
Customizing your customer portal in Chekhub ensures that your clients have a seamless and branded experience when interacting with your team. This guide will walk you through the steps to configure default portal settings, including ticket templates, projects, locations, and more, to meet your organization’s needs.
- Navigate to the Admin Panel
- Access the Admin Panel by selecting it from the navigation menu on the left side of your screen.
- Access the Teams Tab
- Once in the Admin Panel, click on the Teams tab located at the top of the menu bar.
- Configure Portal Settings
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- General
- Owner Assignment: Select an owner for the portal from your organization.
- Owner Assignment: Select an owner for the portal from your organization.
- Ticket Templates
- Add Ticket Templates: Ticket templates must be added to your portal configurations. These are the templates customers use when creating tickets in the portal. Scroll or search through your organization’s existing templates, select the appropriate ones, and click Update to save them to the default portal settings.
- Add Ticket Templates: Ticket templates must be added to your portal configurations. These are the templates customers use when creating tickets in the portal. Scroll or search through your organization’s existing templates, select the appropriate ones, and click Update to save them to the default portal settings.
- Point of Contact
- Designate Points of Contact: Click the Add button to set up contacts for the portal. In the pop-up window, provide their title, first and last name, email, and phone number. You can add multiple contacts as needed.
- Designate Points of Contact: Click the Add button to set up contacts for the portal. In the pop-up window, provide their title, first and last name, email, and phone number. You can add multiple contacts as needed.
- Styling
- Customize Portal Appearance: Personalize the portal by selecting primary and secondary colors using default options, RGB, or HEX codes to match your company's branding.
- Customize Portal Appearance: Personalize the portal by selecting primary and secondary colors using default options, RGB, or HEX codes to match your company's branding.
- General
Important Notes:
- Only users with Admin role permissions can edit portal configuration settings.
By following these steps, you can efficiently manage and customize your customer portals in Chekhub, ensuring a tailored and professional experience for your clients.