Configure a Portal

Configure the portal so customers can log Incidents.

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.