Log in to a CSM Portal

The CSM Portal can be configured so customers and users do not need to log in, but functionality is limited until a login is complete.

To log in to a CSM Portal:

  1. Navigate to https://server/CherwellPortal, where server is the location where CSM Web Applications are installed.
    This opens the default site chosen by your administrator.

    To navigate to a specific site, specify the site in the URL (example: https://server/CherwellPortal/Marketing).

  2. Depending on the design of the CSM Portal, you may need to select the Login link. Consider that not all Portals and sites require login.
  3. Provide your user name and password. If Windows/LDAP authentication is enabled, provide your Windows credentials.
  4. Select Login.