How to add a new Customer portal?

Created by Shaikh Mudassir Khalid, Modified on Fri, 7 Jun at 1:40 PM by Abdur Rahman

Click on the option ‘Organisation’ from the left navigation bar.
Locate the option ‘Portals’.
Click on the button ‘Add Portal’.
After clicking on the button, a form will be populated on the screen requiring details to create a new portal.
Locate the section ‘Portal Details’.
Click on the text field consisting of a text input placeholder ‘Portal Name’. Please type the desired name in the text field for the new portal.
Locate the section ‘Contact Details’. Enter details in all the text fields located in this section.
Locate the section ‘Document Emails’. Enter sender’s receipt receiver email address in the text field ‘Senders receipt emails’ in this section.
Locate the text field ‘POD Email Receiver Address’. Enter the desired email address. The email addresses added in this section will receive a copy of the proof of delivery (POD) upon delivery.
Locate the section ‘Business Details’. Enter the name of the business in the text field ‘Business Name’.
Locate the section ‘Business Address Details’. Enter the address details in input text fields located in this section.
Once all the details are entered, please click on the ‘Submit’ button.

Video Demonstration:
Please click here to watch the video on "Creating a Customer Portal."