# Client Portal — administrator hub This page is for **root administrators** and **integrators** who enable Client Portal for end users: portal URL, self-registration, portal-only role, and registration form fields. End users work in the separate **Support Portal** app — their guide: [end-user hub](/en/clientportal/reporter-hub.md). --- ## Contents - [Enable the portal on your instance](#enable-the-portal-on-your-instance) - [Self-registration](#self-registration) - [Ticket creation in the portal](#ticket-creation-in-the-portal) - [Operator name in conversations](#operator-name-in-conversations) - [Organizations and ticket visibility](#organizations-and-ticket-visibility) - [Staff access (staff-view)](#staff-access-staff-view) - [Quick links](#quick-links) --- ## Enable the portal on your instance **Goal** — allow the portal to call your ConnectiveOne instance API. 1. Enable **Client Portal settings (Constructor)** under feature flags. 2. Open **Settings → Client Portal → Instance & access** and set **Client Portal URL** (`https://…`). 3. Deploy Client Portal on that domain (separate web app; coordinate with your ConnectiveOne technical team). 4. Verify sign-in with a test user that has the **Client Portal** role. → Root alternative: `client_portal_url` in [instance settings](/en/settings/how-to/configure-instance.md) --- ## Self-registration **Goal** — let new users create an account on the portal registration page. Setup order: 1. **Role** — **Client Portal** + minimal **Operator Panel** (View: themes, statuses, dialogue statuses, priorities, metrics; under Additional Operator Panel settings — **View CSAT** and **Remove CSAT** with access enabled). → [Configure roles](/en/settings/how-to/configure-roles.md), [enable-self-registration](/en/clientportal/how-to/enable-self-registration.md) step 1 2. **Instance & access** (Client Portal) — enable self-registration and pick the role for new users. → [enable-self-registration](/en/clientportal/how-to/enable-self-registration.md) 3. **Client fields** — for fields that should appear on the registration form, enable **Show on Client Portal registration**. → [Configure client fields](/en/settings/how-to/configure-client-fields.md) Step-by-step: [How to enable self-registration](/en/clientportal/how-to/enable-self-registration.md). --- ## Ticket creation in the portal **Goal** — control which departments and topics clients see in **Create ticket**, and the text on selection cards. 1. Enable **Client Portal settings (Constructor)** (feature flags). 2. Confirm **Instance & access** has the portal URL. 3. Open **Directions and topics**, select bots and topics; in **UA / EN / DE** tabs set descriptions (and topic names in portal if needed) and icons. 4. Click **Save** and verify the wizard in the Support Portal. → [How to configure ticket creation in Client Portal](/en/clientportal/how-to/configure-create-ticket-portal.md) **Priorities and statuses** follow Operator Line settings separately. --- ## Operator name in conversations **Goal** — clients in the **Support Portal** see a branded operator name (for example, "Support" or "Manager: Anna"), not only the operator profile full name. 1. Open **Settings → Setting up for all operators**. 2. Enable **Display operator name in messages** and set the **Name of the operator in the chat message** template. 3. Save and verify an operator comment on a portal ticket. → [How to configure operators in chats](/en/settings/how-to/configure-operators.md) The same template applies in messengers and Operator Line; there is no separate portal-only field. --- ## Organizations and ticket visibility **Goal** — group portal client cards (for example, portal users from the same customer company) and optionally allow shared ticket visibility in the **Support Portal**. 1. Enable **Client Portal settings (Constructor)** and **Client Portal organizations (Constructor)** in feature flags. 2. Ensure the administrator role has **Client Portal organizations** permission. 3. Open **Settings → Client Portal → Organizations** — create an organization, assign clients, review **Visibility preview**. 4. Enable organization ticket access (a separate instance flag) only after agreement: portal users on **My tickets** may then see colleagues’ requests in the same organization. → [How to manage organizations](/en/clientportal/how-to/manage-client-portal-organizations.md) → [Organization and ticket scope](/en/clientportal/explanation/organization-and-ticket-scope.md) **Support Portal** end users do not configure organizations. --- ## Staff access (staff-view) **Goal** — let operators and supervisors of **your organization** (not portal reporters) open the **same** ticket links as portal end users in read-only mode: public thread, internal notes inline, tracker link and client context. When needed — a read-only **ticket list** with **Organization** / **Client** filters. 1. In **Roles**, enable **Client Portal (staff)** together with Operator Panel and ticket rights — do not confuse with the **Client Portal** reporter marker. 2. In **instance settings**, set trusted URLs for the tracker and Operator Line (details in the how-to below). 3. After the Client Portal app update, verify a direct ticket link and the **Show ticket list** button as a staff user. → [Configure staff access](/en/clientportal/how-to/configure-staff-access.md) → [Staff view](/en/clientportal/explanation/staff-view-in-portal.md) --- ## Quick links - [Configure departments and topics for ticket creation](/en/clientportal/how-to/configure-create-ticket-portal.md) - [Configure operator name in chat and portal](/en/settings/how-to/configure-operators.md) - [Enable self-registration](/en/clientportal/how-to/enable-self-registration.md) - [Manage Client Portal organizations](/en/clientportal/how-to/manage-client-portal-organizations.md) - [Organization and ticket scope](/en/clientportal/explanation/organization-and-ticket-scope.md) - [Configure instance settings](/en/settings/how-to/configure-instance.md) - [Configure roles](/en/settings/how-to/configure-roles.md) - [Configure client fields](/en/settings/how-to/configure-client-fields.md) - [What is Client Portal](/en/clientportal/explanation/what-is-client-portal.md) - [Configure staff access (staff-view)](/en/clientportal/how-to/configure-staff-access.md) - [Staff view in Client Portal](/en/clientportal/explanation/staff-view-in-portal.md) - [End-user hub](/en/clientportal/reporter-hub.md)