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  3. knowledge.hubspot.com › inbox › set-up-a-customer-portalSet up a customer portal - HubSpot

    Apr 12, 2024 · Set up login and authentication. Your customers must login to access their customer portal. You can either require member registration to access the portal or provision access using single sign-on (SSO). Require member registration.

  4. resources.docs.salesforce.com › latest › latestCustomer Portal Guide - Salesforce

    Jul 25, 2024 · When setting up a Customer Portal or partner portal, you can use the Convert Portal User Access wizard to help ensure that no records or folders are shared with a portal user. Use the Convert Portal User Access Wizard

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  5. confluence.atlassian.com › servicemanagementserverConfiguring the customer portal | Jira Service Management ...

    • Brand your customer portal. As a project admin, you can change the following components on the customer portal: name. welcome message. logo. announcement. The banner, links, and button colors are all inherited from the help center.
    • Set up request types. You can customize the types of requests that customers raise from the portal. To create and manage request types, visit Project settings > Request types.
    • Add transitions. You can show transitions on the customer portal so that customers can change the status of their request. For example, say an agent shares a knowledge base article with a customer and the article solves their problem.
    • Manage access to your portal. You can allow anyone to sign up for an account to your portal, or only allow customers you’ve added. If a Jira administrator has configured the login-free porta l setting across your Jira Service Management instance, this may mean anyone can access your portal and raise requests without logging in.

  6. docs.stripe.com › customer-management › configure-portalConfigure the customer portal | Stripe Documentation

    Configure settings for the self-serve customer portal in the Dashboard. After setting up your customer portal, configure its settings in your Dashboard. If you haven’t set up your customer portal, see the customer portal guide.

  7. docs.stripe.com › customer-managementCustomer self-service with a customer portal | Stripe ...

    Create and configure a customer portal using the Dashboard. Integrate a customer portal. API. Customize and integrate a customer portal using code. Streamline customer portal interactions. API. Set up custom links to specific self-service actions by coding customer portal flows. Customer portal features.

  8. docs.stripe.com › no-code › customer-portalSet up the customer portal | Stripe Documentation

    Set up the customer portal. Let your customers manage their own billing accounts with a portal that Stripe hosts. Stripe compatibility: Payment Links, Checkout, pricing table, customer portal. Requires: Stripe account. Good for: SaaS businesses, individual creators, e-commerce businesses.

  9. www.webdew.com › blog › how-to-set-up-customerHow to set up Customer Portal in HubSpot: A Step-by-Step ...

    Jul 16, 2024 · With the HubSpot customer portal, you need no coding, just log in to your HubSpot account, navigate to service> Customer Portal, follow the steps, apply your brand's color, logo, and favicon, and voila, it's done. So, are you excited to set up a portal for your clients in HubSpot? Don't know how to do that?