Self-serve User Portal
You may want to take advantage of the features that the Self-serve User Portal can provide for your customers - a means by which your customer end-users can log and track tickets and browse the Knowledge Base - all from a web browser.
Users can access the portal from the URL included in your welcome email (this is the root directory of your installation e.g. http://[yourcompany].maxdesk.com).
The following features allow you to make the Portal work best for you and your customers:
- Ticket logging and tracking - Enable users to view, How Portal End-users Create Tickets and How Portal End-users Track Tickets.
- Customisation - Customise the Portal using your own branding or your customers' branding and configure settings to suit your needs and those of your customers. See Customising the Self-serve User Portal.
- Knowledge Base creation and management - Add rich content to the KB so that customers and Staff Agents can access information where and when needed. See Setting up the Knowledge Base.
- Announcements - Communicate pertinent info by publishing announcements on the portal for all your customers to see. See Customising the Self-serve User Portal.
Note - Customer users with client Dashboard accounts would have been automatically imported during the integration process - and can use their existing Remote Management & Monitoring login credentials to access the Portal. Other users either need to be created in Service Desk or can register themselves on the Portal. See How Portal End-users Register