Portal Support & Profile

1 min read

Where clients raise issues and manage their own details.

Overview

Support and self-service belong to the client, not your inbox. The portal lets them open a ticket, chat, and keep their own contact and billing details current.

Support & Account

Tickets
Raise a request, follow status, reply in thread
Live Chat
Real-time conversation with your team
Notifications
Order, invoice, and ticket updates
Profile
Their own name, email, and password
Billing details
Address and company info for invoices
Ratings
Rate a completed order or resolved ticket
Public ticket view: a client can also check a ticket by its number without logging in.
Ratings: feed the order ratings and ticket ratings exports on your side.

Tips & Best Practices

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Point clients at the portal for status questions rather than answering them. Every “where are we with this” you answer manually is a portal habit that never forms.