This guide includes features awaiting release. If an option is not available in your workspace, contact StackShift Support.
What you can do
Let customers read help articles, submit requests and follow their own conversations. Where to find it: Settings → Portal operations; your published portalBefore you start
- A brand, configured portal and an inbox to receive requests.
- A published customer request form if you want structured ticket intake.
Steps
1
Configure the portal for the correct brand and environment in Portal operations.
2
Review its appearance, enabled customer forms and the inbox receiving requests.
3
If using your own domain, follow the domain verification instructions displayed for that portal. Ask the person who manages your domain to add the exact DNS record; wait for verification and certificate readiness.
4
Open the portal as a customer. Browse public knowledge, sign in through the offered verification flow and submit a test request.
5
Confirm the request reaches your staff and that the customer can view its reply. Share the ready portal address with customers.
Example
Link Help from your website to the portal so customers can first search answers, then contact your team.Things to know
- A staff account and a customer portal session serve different purposes.
- Customers do not gain access to other customers’ tickets merely by sharing an email domain.
- Changing DNS can require your domain administrator; no programming is needed for that record change.
What happens next
Customers have a destination for self-service and for tracking requests they are authorized to see.
If something goes wrong
Related guides
Create customer request forms
Collect the details staff need before a structured request reaches the team.
Create and organize your help centre
Give customers a searchable place to find answers before contacting your team.
Run a customer community
Let customers discuss topics, share answers and report inappropriate content.