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Service Desk 2.0 > External portal of Service Desk 2.0 / Invite users to the Service Desk 2.0 portal

Invite users to the Service Desk 2.0 portal

In the Service Desk 2.0 solution, users can access an external portal to view popular articles, submit service requests, and provide feedback.  

начало внимание

Only the system administrator can invite users to the portal.  

конец внимание

Both clients and company employees can use the external ServiceDesk portal. Employees, for example, may verify the portal’s functionality or onboard clients.  

To enable interaction with the portal, clients and employees must be added to the system as external users and invited to the portal.

Add an external user to the ServiceDesk portal

User information for the ServiceDesk portal is created in the External Users directory within the workspace. This data is also stored in the general BRIX system database in System Apps > External Users.  

To add a ServiceDesk portal user:  

  1. Go to the ServiceDesk workspace.
  2. Open the External Users directory and click + External User in the upper right corner.
  3. Fill in the fields:
  • External user*. Click + Create to open the user addition form in the External Users system app. Enter the full name, phone number, email, and upload an avatar.
     
    If the user already exists in the system directory, select them from the dropdown list.
  • User type. By default, a contractor profile is created. For an internal employee, select Employee.
  • Contact*. For a contractor, select or create a profile with personal details in the Contacts app of the CRM workspace.
  • Internal user*. For an employee, select their profile from the Internal Users system app, which contains data on employees working with ServiceDesk.  
  • Service Catalogs. Create or select service catalogs that the user can access when submitting portal requests.  
  1. Click Save.  

The user profile will appear in the External Users directory of the ServiceDesk workspace and, if new, in the External Users system app.  

Invite a user to the portal

After adding a user, generate a unique access link for portal entry:  

  1. Go to the portal page and click + Invite User.  
  2. In the pop-up window, select the user by clicking the magnifying glass icon.  
  3. Click Get Link, copy it, and share it with the user.  

For more details on inviting external users, see the Add external users article.

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