Difference between revisions of "Invite Contacts to the Service Portal"

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'''Contacts > {contact} > Actions > Invite Contact'''
'''Contacts > {contact} > Actions > Invite to Portal'''


In some cases, it makes sense to allow [[Service Desk]] users to [[{{HelpDesk}}:Customizing the Service Desk#self-register|self register]]. For example, if a product is sold through retail channels, customers will come to the service desk through the organization's website, and register for support. In such circumstances, there is rarely a need to invite contacts to the Service Desk (although it can be done).
In some cases, it makes sense to allow [[Service Desk]] users to [[{{HelpDesk}}:Customizing the Service Desk#self-register|self register]]. For example, if a product is sold through retail channels, customers will come to the service desk through the organization's website, and register for support. In such circumstances, there is rarely a need to invite contacts to the Service Desk (although it can be done).


In other cases, access to the [[Service Desk]] is much more restricted. In a B2B setting, for example, only employees of the client company will be eligible to register as service desk users. In those cases, you'll invite contacts.
In other cases, access to the [[Service Desk]] is much more restricted. In a B2B setting, for example, only employees of the client company will be eligible to register as service desk users. In those circumstances, you'll invite contacts to the portal.


To invite a single contact to use the [[Service Desk]]:
To invite a single contact to use the [[Service Desk]]:

Revision as of 01:42, 1 November 2012

Contacts > {contact} > Actions > Invite to Portal

In some cases, it makes sense to allow Service Desk users to [[Template:HelpDesk:Customizing the Service Desk#self-register|self register]]. For example, if a product is sold through retail channels, customers will come to the service desk through the organization's website, and register for support. In such circumstances, there is rarely a need to invite contacts to the Service Desk (although it can be done).

In other cases, access to the Service Desk is much more restricted. In a B2B setting, for example, only employees of the client company will be eligible to register as service desk users. In those circumstances, you'll invite contacts to the portal.

To invite a single contact to use the Service Desk:

  1. Go to the Contacts tab
  2. Click on the contact you intend to invite
  3. Click Actions > Invite to Portal
    ActionInvite.png
    • This choice appears only when the contact is not already registered as a Service Desk user
    • When clicked, an email that contains the invitation is sent to the user, using the Portal User Welcome Email template