Zoho Desk Portal - View portal from the customer's perspective (as a enduser)

Zoho Desk Portal - View portal from the customer's perspective (as a enduser)

Hi,

In the process of setting up and the planned commissioning of the customer portal, we are faced with the following problems and challenges.

Before a customer is activated as an end user and during the actual usage phase, the portal usage should be done from the customer's perspective for data verification etc.
  1. Is there a suitable way to use the portal from a specific client's perspective so that the user experience matches that of the actual client?
  2. Does a dummy contact need to be created for each customer, linked to the desired company and activated as an end user, or is there a better option?
  3. If no other option exists, what about the email address used?
    1. If an end-user has been activated, is the address "used up" or can it be used for another access (if the access that is no longer needed has been deactivated)?
  4. Do you have any best practices that you could share with us?

Regards,
Sven


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