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  1. Customer Portal

Portal Experience

How the portal experience works for your customers

PreviousAccess ControlNextCustom Authentication

Last updated 7 months ago

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Login

Users will login to the portal by visiting the domain listed at the top of the portal settings page. By default, login is via. a one-time code sent to their email. This allows users to not have to create an account with Pylon to have access to your portal and validates they have access to their email when attempting to login.

Using , you can create a unified login between your dashboard and the customer portal.

View Tickets

Customers can view and search for tickets from the main page of the portal. By default, they will see the last 1 years worth of tickets. Any fields on the ticket you designated in the portal settings page will be visible as well

Create Tickets

Users can then click into tickets to respond to them directly, see latest updates from their other teammates or your team, and modify designated fields.

Manage Members

You can create that users can submit from directly within the portal. These form submissions open new tickets and are immediately visible in the portal, along with the customers' remaining tickets.

are also able to use the members tab in the portal to view who on their team has access to the portal, change permissions, and invite additional stakeholders into the portal.

Ticket Forms
Custom Authentication
Admins