Is there documentation for using the Customer Portal?

[Larissa D James]

I am receiving questions regarding the portal and since I don't actually know what the user sees, I am wondering if there is documentation on it.

[Brant Schroeder · Accepted solution]

Larissa,

  You can find information on the customer portal here:

https://confluence.atlassian.com/servicedeskserver/configuring-the-customer-portal-939926277.html

https://confluence.atlassian.com/servicedeskserver/best-practices-for-designing-the-customer-portal-939926586.html

You can also look at your customer portal by going to the raise a request feature in your service desk or going to https://instancename/servicedesk

[Larissa D James]

Thank you for the quick response.

[Walter Buggenhout · Accepted solution]

Hi @Larissa D James,

You can find documentation here:

• for the Server version
• for the Cloud version

Interesting as well is to have a look at best practices regarding portal setup.

Those are important as what the user sees depends largely on how you set it up. There is literally just a couple of different screens: the overall portal screen, a screen with the request types for a specific Service Desk, a form you can use to create requests and an overview of reported tickets.

[Larissa D James]

Thanks for the quick response.