Customer Portal
      Back to home
      1. Knowledge Base
      2. User Manual
      3. Customer Portal

      Configuring Customer Portal Settings

      Learn how to set up and manage your customer portal configurations and member roles.

      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.

      1. Navigate to the Admin Panel
        • Access the Admin Panel by selecting it from the navigation menu on the left side of your screen.
      2. Access the Teams Tab
        • Once in the Admin Panel, click on the Teams tab located at the top of the menu bar.
      3. Configure Portal Settings
      In the Portal Configuration panel, you will find several default categories you may wish to customize for your customer portals.
        • General
          • 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. 
        • 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.
        • 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.
        4. Save Your Settings: After configuring all settings, click the Save button in the upper right-hand corner of the portal configuration panel to apply your changes.

        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.

        Customer Team Portal Settings

        Customizing the customer portal for each team ensures that their specific needs are met while maintaining the overall organization’s default settings. In this guide, we’ll walk you through how to configure your team's custom portal settings in Chekhub.

        1. Access Your Team’s Profile
          • Navigate to your Team’s Profile by selecting the relevant team from the Teams module landing page.
        2. Go to the Portal Tab & Locate the Configuration Panel
          • Once in the team’s profile, click on the Portal tab in the menu bar to access the portal settings specific to that team.
          • Locate the Configuration Panel on the left side of the screen, this is where you can manage the portal settings for the selected team.
        3. Edit Portal Settings
          • Your organization’s default portal configurations will automatically populate in this section, but you can edit them to better fit the needs of the team. 
          • General
            • Portal Activation: Use the toggle to activate your customer portal.
            • 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.

          • Projects and Locations 
            • Adding Projects or Locations: To add projects or location controls to your customer portal, use the edit button, select the necessary element(s) and click Update to save them to your settings.

          Team portal settings can be configured to enable project based or location based access control.The customer portal prioritizes location or project controls first, followed by assigned roles. This ensures a more finely tuned and relevant experience for each of your stakeholders.
            • Project-Based Control: This feature allows you to grant access based on specific projects. 
            • Location-Based Control: This feature is designed to limit member access to specific locations. 
          To learn about whether project or location based access controls better fit your team’s needs, refer to this article.
        4. 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.

        5. 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.

        6. Save Your Settings
          • After making your changes, click the Save button in the upper-right corner to apply the custom portal configurations for this team.

        Customer Portal Roles

        Configuring roles in the customer portal ensures that users have the appropriate permissions and access to perform their tasks effectively. The role configuration for the customer portal functions similarly to the role configuration settings in Chekhub. Here's how it works:

        Prebuilt Portal Roles

        Chekhub provides two prebuilt roles for members accessing the customer portal:

        • Portal Admin: This role is designed for users who require full administrative control within the portal. Portal Admins can manage teams, view and edit assets, handle tickets, and have access to most administrative functions within the portal.
        • Portal Member: This role is for users who need limited access. Portal Members can view and interact with their assigned tasks, assets, and tickets, but have restricted access to administrative functions.

        These roles have predefined permissions that align with the responsibilities of admins and regular members. Please note that these permissions cannot be adjusted for these prebuilt roles.

        Learn More About Role Permissions

        To better understand how role management works across the Chekhub platform, you can refer to the detailed role management guide by clicking here.