# Portal

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

For details on how the portal works from an end-user or agent perspective, see: [*Creating tickets using the Portal*](/clearfeed-help-center/how-it-works/creating-or-linking-tickets/portal.md).

{% hint style="info" %}
**Availability:**

* **Customer Portal** is available only for accounts with the **External Helpdesk** Product Edition on **Professional** and **Enterprise** plans.
* **Employee Portal** is available only for accounts with the **Internal Helpdesk** Product Edition on **Professional** and **Enterprise** plans.
  {% endhint %}

{% hint style="info" %}
**Setup:**

Apart from **configuring access control** - the steps for setting up Employee and Customer Portal are the same.
{% 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** - Configure who can sign in to the portal

{% hint style="info" %}
If this is the first portal enabled for your company across accounts, ClearFeed uses your base subdomain. Additional portals use an account-specific variation of that subdomain. To customize your portal link beyond the default format, contact <support@clearfeed.ai>
{% endhint %}

## Configure Access Control

### Customer Portal

Use Customer Portal access controls to decide which customer users can sign in.

#### 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

#### 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**

### Employee Portal

Choose one of the following access modes for the Employee Portal:

#### Allow All Users from Account Domains

Use this mode when any employee with an email address from one of your account domains should be able to access the portal.

Employees can sign in using:

* Google Sign-In
* Microsoft Sign-In
* Email magic link

#### Allow Only Specific Users

Use this mode when only selected employees should be able to access the portal.

1. In **Portal Setup**, choose **Only specific users**
2. Enter the employee email addresses that should be allowed to sign in
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 users click **File Ticket**.
* If multiple forms are mapped, users will see a form selection dropdown.

Forms shown in the portal:

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

#### To configure forms:

1. Go to the **Collection** used for the portal.
2. Open **Settings -> Forms**.
3. Select the forms you want users to see when creating tickets through the portal.

**Learn more about** Forms [here](/clearfeed-help-center/clearfeed-helpdesk/forms.md)

## Test the Portal

To test the portal experience:

1. Enable the portal.
2. Configure the relevant access mode for your edition.
3. Sign in as a permitted user.
4. Submit a test ticket and verify:
   * It appears in the correct Slack or Triage channel
   * Agent replies sync back to the portal

## FAQs

1. **Why do portal users 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 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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