I have been advised there is no way to prevent a user that has the portal url from signing up and accessing my customer support information.
Surely, there must be a way to either manually create a customer and then manually send them the activation email?
I don't want just anyone accessing our company documents that are meant only for clients who have purchased goods from us.
Is there any way around this?
Thanks
+12Hi David,
It is definitely possible to create a restricted helpdesk. You can navigate to Admin -> Portals -> Settings section and disable the option for the user to Signup from the portal. Also, you can turn off the automated notifications that get triggered for new users under Admin -> Email notifications -> Requester notifications ( User activation email ) .
This will ensure that no users can gain access to the portal until the agent approves their profile . To send activation email for users/create new users, you can visit the Customers-> Contacts tab .
Hope this helps!
Cheers!
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