Set up a service customer and portal

Last updated: June 20, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Service Customer in the reference.

Setup task

What this does

A service customer turns one of your customers into a supported account: you choose which service features they get, and you can give them a portal to raise and track their own tickets.

Open Customers

Go to Menu > Service > Customers.

Service CustomerCompanyPersonsServicesTicketingEnable servicesTicketingOnAsset managementOnBilling / SLA (notes)Portal permalinkacmeAccess auth codeset▾
A service customer, with its portal on the Ticketing tab simplified mockup

The tabs

  • Company and Persons. The customer and their contacts.
  • Services. Switch features on or off for this customer: Ticketing and Asset management. (Billing and Service Level are notes only for now.)
  • Ticketing. The customer portal: its permalink, the access auth code and captcha options.

Give them a portal

  1. On Services, switch Ticketing on.
  2. On Ticketing, set the portal permalink and an access auth code so only the right people can use it.
  3. Share the generated portal link with your customer. They can then raise and follow tickets without a full login.

Related

  • Work a service ticket
  • Set up teams, priorities and categories