Client Portal Creation

Click on Client Portal -> Ticket Defaults ->  Create Default.  This will create the default action taken when tickets are received through the Client Portal.

 

Some of the choices for some of the items may not appear as shown as they are configurable items in your PSA.

 

Client Portal -> Configurations -> Create Configuration. This will allow you to create as many Client Portals as you would with unique companies and users.

 

This configuration page allows the creation and customization of a client portal. Please note that the domain name needs to include "https://{nameofyourportal}.mspprocess.net" where "nameofyourportal" is substituted with your custom name. Hit "Submit" when complete. You may edit the resulting configuration to make changes.

 

Note, to add a Logo to the Client Portal, you have to complete the "Create Configuration" first and then you can go back and edit the Configuration.