Portal related questions

Portal related questions


1) Is it only the administrator who can see Portal dropdown menu below?

--> The administrator, support reps, and the contacts who are added to the particular portal will get the drop-down.



2) How would a user be able to access those portals?

--> When the portal is published , the user (Support Rep or Contacts) who are associated to the portal can access it.

3) Is it possible for users to have access in both portals?

--> A support Rep or a contact can be associated with any number of portals.

4) How to add an user who is in portal can be part or associated to other portals with same details? 

-->Goto the other portal.
If the user is a support rep, you need to select the support rep and you need to add it to the list as shown below.  



If it's a contact, when you add a contact who is already available in the other portals, You will get a popup box like the below screenshot. 



By following the above steps, you can use the same login details to access the portal. (as they are just imported to the other portals)

5) Does the 2nd Portal needs setting up a new URL? How?

--> In Global Settings - > Customer Portal Settings you can have one single URL and you can associate the portals to it as in the below screenshot. 




If you need a customized portal URL you can create a New Portal -> fill in the details and you can create a portal. 

   

You need to associate the Portal as in the below screenshot and you need to Enable it. 

Now will get a URL for this portal.  




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