The Layer's self-service customer portal allows your customers to create cases directly from your website.
The main benefits of having the customer portal on your website are:
Streamlined requests from individual customers
Customer visibility of their cases and management of cases
Access to documentation, e.g. FAQs and guides
Integrating the portal with your website
Read this article to find out how to set up the integration.
Granting access to your customers
Your customers need to be granted access to the self-service portal first. This can be done through the Contacts tab in your Customer record.
The PE column indicates whether or not the user has access.
Activating the user will send them an email similar to the below:
How the customer can access the portal
The customer can use the link on your site to access the portal.
They can create a New Case, View Orders, View Invoices, View Assets, View Knowledgebase as below.
It's also possible to limit what record types are accessible on the portal via the portal configuration area in Settings:
Providing customers with Knowledgebase article access
You can grant customers access to specific KBAs via the Knowledgebase button in the portal.
Check this link for details.