# Customer Portal

This page explains how administrators can enable, configure, and manage access to the Customer Portal.

For details on how the Portal works from a customer or agent perspective, see: [*Creating tickets using the Customer Portal*](https://docs.clearfeed.ai/clearfeed-help-center/how-it-works/creating-or-linking-tickets/portal).

{% hint style="info" %}
**Availability:** Customer Portal is available only for accounts with "External Helpdesk" Product Edition on **Professional** and **Enterprise** plans.
{% endhint %}

## **Enable and Configure Portal**

1. Navigate to [**Account Settings**](https://web.clearfeed.app/settings) → [**Portal Setup**](https://web.clearfeed.app/settings/portal-setup)
2. Configure:
   * **Portal Name** - Your portal will be accessible at `https://<portal-name>.clearfeed.app`
   * **Company Logo** - Displayed in the portal header
   * **Access Control** - Enable for all customers or manage individually

{% hint style="info" %}
To customize your portal link beyond the default format, contact <support@clearfeed.ai>
{% endhint %}

## **Add Customers**

To give customers access to the Portal:

1. Go to [**Customers**](https://web.clearfeed.app/customers) → Click **Add New Customer**
2. Fill in:
   * **Customer Name**
   * **Slack Channels** - Channels where requests from this customer are handled (must be monitored by ClearFeed and not assigned to another customer)
   * **Email Domains** - Authorized domains for customer sign-in

## **Configure Access Control (Optional)**

### **Disable Portal for Specific Customer:**

1. Go to **Customers → Manage → Edit Customer Details**
2. Toggle off **Enable Support Portal**
3. Click **Save**

### **Restrict to Specific Users:**

1. In **Edit Customer Details**, set **User Access** to "Specific Users"
2. Enter authorized email addresses (must match configured domains)
3. Click **Save**

## Configure Forms for the Portal

The Portal uses ClearFeed Forms for ticket creation.

* If only one form is mapped to the Portal, it opens directly when customers click **File Ticket**.
* If multiple forms are mapped, customers will see a form selection dropdown.

Forms shown in the Portal:

* Include all non-hidden fields
* Include only fields marked editable by non-responders (customers)

#### To configure forms:

1. Go to the **Collection** used for the Portal.
2. Open **Settings → Forms**.
3. Select the forms you want customers to see when creating tickets via the Portal.

**Learn More about** Forms [here](https://docs.clearfeed.ai/clearfeed-help-center/clearfeed-helpdesk/forms)

## Test the Portal

To test the Portal experience:

1. Create a test customer using an email domain you control.
2. Enable Portal access for that customer.
3. Sign in using an email from that domain.
4. Submit a test ticket and verify:
   * It appears in the correct Slack channel
   * Replies sync back to the Portal

## FAQs

1. **Why do customers see a form selection dropdown?**\
   **Answer:** This appears when multiple forms are mapped to the Portal. Ensure your Portal Collection mapping reflects the correct default form.
2. **Can I customize which fields are shown to the Customers in the Portal?**\
   **Answer:** To display custom fields in Portal ticket views, contact ClearFeed support via Slack or <support@clearfeed.ai>


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