In this video, I will guide you through the step-by-step process of configuring the customer portal feature. We will start by ensuring that the customer portal settings are correct. Then, we will enable the customer portal and upload your company logo. Next, we will customize the portal features and create different levels of customer portal access rights. Finally, we will load customer resources and grant customers access to the portal

Step-by-step guild: Customer Portal Configuration

Updated: 2 May 2024

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