One of the really useful features of vTiger is the Customer Portal Module. vTiger Custom Portal Module allows your contacts(customers) to login and see information such as Tickets, Invoices, Quotes, Documents, Contact & Organization information.
vTiger Customer Portal modules does not come standard with the install and requires some skill to install, configure and set it up.
The first thing you will need to do is configure permissions. To do so, go to “CRM Settings” > “Other Settings” > “Customer Portal”.
Privileges – The selected role field permissions will be applied to the Customer Portal user. For example, if you setup the Role so it can not modify specific field – the same permissions will be applied to the Customer Portal Users.
Default Assignee – Tickets will be Assigned to the selected Assignee by the default Group/User from the Customer Portal.
Portal URL – The URL which Customer Portal users will be accessing the portal. We will come back to this as we start configuring the backend of the portal.
Moving down to the individual modules, you will be able to specify more detailed permissions as well as the order.
Module Name – The name of the module, you can drag and drop to reorder the sequence.
Enable Module – Module can either be enabled or disabled in the customer portal.
See Records across Organization – Either to allow Customer Portal user to see his organization records or not.
Once the Customer Portal permissions have been configured we can now move on to the Customer Portal Installation and setup for the end user to login.
This will be the link that your customers will use to login into the Customer Portal.
Create the Username and Password for your Customer to Login to the Portal
Before you can create the username and password for your customers, you have to make sure that you have configured your Outgoing Email Server. It is necessary to send out the email with the credentials to the contact.
Once that is done, find the contact you would like to enable Customer Portal Access to, open the record and check the “Customer Portal User” checkbox. Specify the from/to date that the customer can access the portal.
Shortly after you save the contact – you(your contact) will receive an email with username, password and link to log in. Follow the instructions to login and you(your contact) should be able to see Tickets, FAQs(Knowledge Base), Invoices, Quotes, Products, Services, Documents, Contacts, Organisation details, Projects & Assets.