Difference between revisions of "Invite Contacts to the Service Portal"
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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 circumstances, you'll invite contacts to the portal. | 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]]:''' | ||
# Go to the '''Contacts''' tab | # Go to the '''Contacts''' tab | ||
# Click on the contact you intend to invite | # Click on the contact you intend to invite | ||
Revision as of 01:43, 1 November 2012
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:
- Go to the Contacts tab
- Click on the contact you intend to invite
- Click Actions > Invite to Portal
- 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
