Jump to content
RobsTech

Enable PSA Customer Portal Self-Registration

Recommended Posts

It would be a nice feature to have customers be able to self-register in the PSA portal

Employee Self Registration

 Allow Portal Self Registration

Allow company employees to self register through the portal.
They will automatically be granted portal access to this company's default services.
 

 Allow Email Self Registration

Automatically register employees as customers when they email your support addresses for the first time.
They will automatically be added to this company's default services.

 Allow AD Registration & Authentication

Automatically register Active Directory employees as customers when they log in from your internal LAN
Edited by RobsTech
removed textual links

Share this post


Link to post
Share on other sites

Hi @RobsTech,

Thank you for contacting us. By current design, if the potential customer sends you an email on your support desk, then all these emails which are sent from unknown domains or public email domains like (gmail.com, yahoo.com etc.) , then all these tickets are coming in as unknown tickets and you have the option to create CRM account for them and then assign ticket to it from unknown tickets.

Alternatively you may add additional functionality on your Companies Website - Create a form for new CRM account registration and allow to submit first ticket and enable Client portal access for your company. This can be done via REST API for PSA.

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


×
×
  • Create New...