Service Portal

With ELMA365 you can collaborate seamlessly not only with coworkers but with partners and clients as well. Use the Service Portal feature to create a shared information space for interaction with customers, and include partners and clients into your business processes.

 

Service Portal is one or several isolated pages in the ELMA365 system the external users can access. You can fill the pages with necessary data from ELMA365, place input forms, widgets, and buttons for launching business processes.

For example, on a portal page you can collect and track customer’s requests, organize customer support, or run reclamation processes.  

Getting started

The portal is always associated with a certain workspace.

начало внимание

Only users included in the Administrators group can enable and activate the Service Portal, and configure its pages.

конец внимание

To enable the portal:

 

  1. Click the gear icon next to the workspace name and select Portal settings.

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  1. On the page that opens, click Enable.
  2. You’ll see the Enable Portal window, where you can select one of two ways of portal configuration. Either use a template to set it up, or create an empty portal and set it up from scratch.

service-portal

 

After that, a new Portal will appear in the workspace menu.

 

  1. To activate the portal, click the Activate button. It makes the portal accessible for external users.

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When the portal is deactivated, you can customize pages or add users. However, invited users will not be able to view pages until the portal is activated.

 

You can also disable the portal if necessary. It will no longer appear in the app list. If you re-enable the portal later, all pages previously created in the portal will stay intact.

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