ADMIN: Configuring the Client Portal

SECURITY  Security level with Admin permission to configure Client Portal & Taskfire. Refer to Admin security settings.

NAVIGATION   > Admin > Admin Categories > Extensions & Integrations > Client Portal & Taskfire

The portal comes with three system security levels that you can assign to your Client Portal users, Basic, Advanced, and Manager. Refer to Managing Client Portal and Taskfire security levels.

Additionally, you can create custom security levels for which you pick and choose permissions. For a description of individual permissions and instructions on how to create a custom security level, refer to Adding or editing Client Portal security levels.

You have the option to require Client Portal users to log in using Two-factor Authentication. Refer to Two-factor Authentication (2FA) (Global default).

To make it easier for clients to see the big picture of your business relationship and the value you are providing, you may want to create and publish a variety of dashboard tabs to Client Portal and Taskfire users. Refer to Client Portal dashboards and Publishing Client Portal dashboard tabs.

You can customize the look and feel of your Client Portal by adding a logos to the login page and to Client Portal pages. Refer to Adding logos to your Client Portal.

A service request type is a grouping of pre-configured ticket options, similar to ticket categories in your Autotask instance. The options you have set up for the request type, for example which queue the ticket will be placed in and what the ticket status should be set to, will allow you to control the workflow of tickets created by Client Portal users. 

Refer to Managing service request types and Adding or editing Client Portal request types.

You can select the device Your Autotask instance may be configured to use one of the following terms instead: Asset, Configuration Item, Installed Asset, Installed Product. notification template and the internal users who will receive a notification when a Client Portal user adds a device in the Client Portal.

Refer to Device Notifications.

You can add up to ten custom links to external web sites to your Client Portal. Refer to Adding links to other web sites.

News Items are announcements that appear on all pages of the portal for all clients. They are a great way to communicate time-sensitive and late-breaking information (such as a planned system outage or upgrade period) to your customers. Refer to Adding a Client Portal news item.

Rather than letting users select the ticket priority, you have the option to set the ticket priority by having the user answer two questions:

• How urgent is your request (Low, Medium or High)?
• Who is impacted (Only Me, Others or Organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site.)?

Refer to Priority Question Mapping.

The remaining Global Settings that can be applied to the majority of your clients without further customization are configured on the Global Client Portal Settings page. Refer to Configuring global Client Portal settings.