Introduction
The Layer's self-service portal empowers your customers to manage their own service needs directly from your website. With just a few simple steps, you can integrate the portal into your site, activate users, and stay connected through real-time notifications.
Key Features
Add a Customer Portal link or email signature to your website.
Activate your first user for effortless customer interactions.
Enable the ‘On Duty Portal Users’ widget to track updates and notifications effectively.
For more info on the portal’s features, follow the article here.
Step 1 - Get your portal link
If you're a Company Administrator, you can find your portal link by navigating to:
Settings ➡️ Company Setup ➡️ Self Service
Your link will look like this:
<a class="generic" href="https://portal.thelayer.com/account/login?api_key=xxx-xxx-xxx-xxx-xxx">Get Support</a>
📌 Tip: Customise the link with CSS styling or or replace it with a button!
Step 2 - Add the link to your website & email signatures
Copy your unique portal link.
Paste it into your website or include it in your team’s email signatures to give customers quick access.
Step 3 - Activate users
Activating users for the Customer Portal is straightforward:
Access the Customer Record
Open the relevant customer record and navigate to the Contacts tab.
Enable Portal Access
Locate the desired contact under the Customer Portal column.
Click the Edit button to allow changes, then:
Check PE (Portal Enabled) to activate access.
Optionally, check PFN (Notify Portal Files Received) to receive notifications when this contact uploads files to the Portal.
Send Activation Email
Click the Password Send icon. This will:
Email the contact an activation link.
Display their initial password on-screen for 10 seconds. Make a note of it if needed!
User Login and Password Management
The user can log in using their email address and the password provided.
Once logged in, they can change their password to something more secure.
📘 Learn More:
Check out our comprehensive Knowledge Base Article for additional details on activating and using the Customer Portal.
Step 4 - Enable the ‘On Duty Customer Portal’ Widget
Activate this widget to manage notifications when portal cases are received or updated. To customise these notifications:
Navigate to your Company Profile.
You can adjust these templates to fit your team’s needs.
