Setting up a customer portal

To set up a customer portal:

1. Click on the Customer Portal option under the Users and Control section in the Settings page.

   

2. If you haven’t confirmed your primary email address for your AppCreator account, you'll get a message as below. Click Proceed to Account to confirm your email address.

   

3. In the next page, click the Configure Portal button.

   

4. The Portal URL page will appear. In this page you can choose to host the customer portal on Internal URL domain or on a custom domain using External URL.

   

5. Select the required option in the portal URL page and enter the URL.
6. The Portal Type page will appear. In this page, the access type for the customer portal can be selected from the three options available: Public, Private, and Restricted. Learn more

   

7. The Portal Permission page will appear. In this page, permission for the user can be selected from the two options available: Customer and Custom.

   

8. The Custom option helps you create a new customized permission set for the users accessing the customer portal. When the custom option is select, the Custom Permission tab will appear. Configure the name and permissions and click Add. The portal page will be set up (refer step vii).

   

9. The Customer option helps you create a customer portal for your users.
10. The portal will now be set up and the changes will appear in the Customer Portal page.

    

Verify domain

1. Once your portal page is created, you need to verify your custom domain URL. Domain verification can be done through the following three methods. Click Verify Now below your domain URL. Learn more

   

2. In the Domain Verification tab, create a CNAME for your domain. Learn more

   

3. Create a TXT record for your domain. Learn more

   

4. If you haven’t created a CNAME for your site and if you have the required permissions, you can upload files to your site. Learn more

   

5. Click Verify. Upon successful verification, the Domain Verification pane will close and you'll see a pop-up with the message Domain verified successfully.