- Preview the portal as a read-only admin for a company.
- Choose which ticket fields customers see, and the customer-facing labels for ticket statuses.
- Set branding, header links, and footer links.
- Define portal roles for customer users.
- Attach a custom domain.
Customer portal
Let customers sign in, open tickets, and submit forms for one workspace.
The customer portal is a site for that workspace’s customers. Open Settings → Customer Portal.
Turn Enable portal on before customers can sign in. Other settings stay saved while it is off.
From the portal settings you can: