Configure a Portal

Configure the Portal so customers can log incidents.

Required steps include:

  • Configure Portal security rights.
  • Configure Client Application settings (URL, timeout, and access to RSS Feeds).
  • (Optional) Specify a default domain for the Portal.
  • (Optional) Configure login, authentication, and inactivity settings for the Portal (only if you want them to be different from the Desktop Client).
  • Configure anonymous login settings.
  • Configure Cherwell credential settings (User/Customer password rules).
  • Configure Miscellaneous Browser/Portal Settings.
  • Create Portal login credentials (for a Customer).
    The majority of the configuration is conducted from the Browser and Mobile Settings page in CSM Administrator.