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Creation a new portal

  • November 17, 2017
  • 4 replies
  • 54 views
P
Apprentice

Hi Support, Initially i was trying to log a ticket but i cannot log a ticket via your site so i will do it this way.


I have to set up anew customer portal on our site ( https://mclachlanlister.freshdesk.com ) and it has been a while since i did the first two so i was wondering if there was a set of instructions to follow ?


I know i need a DNS entry but i am unsure on the format ? i also know i need to set up an email and have ti forwarded to @mclachlanlister.freshdesk.com

But just not 100% sure on the process to make sure i get it all correct.


Help please

thanks

Paul

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    4 replies

    aravind.sundararajan
    Skilled Expert
    Forum|alt.badge.img+12

    Hello Paul,


    By default, the site https://mclanchlanlister.freshdesk.com doesn't require a DNS entry . In case if you would like to support the helpdesk over a custom domain URL, you need to create a CNAME entry in your DNS for the custom domain as instructed in the article : https://support.freshdesk.com/support/solutions/articles/37590-using-a-vanity-support-url-and-pointing-the-cname

    For setting up the support emails, please check Adding a support email.


    Cheers!


    Are you interested in learning more about how our services can help add value to your business? Check out our Professional Services - https://www.freshworks.com/professional-services/ to know more & get started.
    P
    Apprentice
    • paulbone
    • Author
    • Apprentice
    • November 29, 2017

    Hi Aravind, 


    Sorry i may not have explained my self well enough. I want to create another portal for one of our customers and was wondering if you have the process documented so i can create the new portal. It has been a while since i set one up and i am not sure if i have done it correctly or not.


    Thanks


    Paul 

    P
    Apprentice
    • paulbone
    • Author
    • Apprentice
    • November 29, 2017

    Hi Aravind,


    Not sure i explained my self well enough, what i want to know is do you have a document that outlines the steps required to set up a new portal in our freshdesk for one of my customers ?


    Thanks


    Paul 

    aravind.sundararajan
    Skilled Expert
    Forum|alt.badge.img+12

    Ah okay,Paul. Maybe give this one a try - https://support.freshdesk.com/support/solutions/45926


    Cheers!

    Are you interested in learning more about how our services can help add value to your business? Check out our Professional Services - https://www.freshworks.com/professional-services/ to know more & get started.
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