Configure a Portal

Configure the portal so customers can log Incidents.

Note: The majority of the configuration is conducted using the Browser and Mobile Settings page in CSM Administrator.

Required steps include:

Configure portal security rights.
Configure client application settings (URL and timeout).
(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.
(Optional) Configure customer approvals in the portal.