Zoho Desk Portal - View portal from the customer's perspective (as a enduser)
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.
- 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?
- 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?
- If no other option exists, what about the email address used?
- 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)?
- Do you have any best practices that you could share with us?
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