About Portal
The customer portal is a separate Axosoft website designed for simple ticketing. Portal users are generally non-Axosoft users who need to do at least one of the following:
- Submit a ticket, feature request, or defect
- View or edit any items they have submitted
- Review or edit items they have been granted permission to view
The portal includes an unlimited number of portal users and Axosoft administrators have the ability to restrict these portal users' permissions.
What can a portal user do?
Check out the table below for a quick overview of portal permissions.
Feature | Portal User | Axosoft User |
View item | ||
Add item | ||
Edit item | ||
Comments | ||
View wiki | ||
Add wiki page | ||
Edit wiki page | ||
Sort by rank | ||
Change workflow step | ||
Add or save tabs | ||
Burndown chart | ||
Card view | ||
Custom filters | ||
Emails pane | ||
Export items | ||
Rank items | ||
Related items | ||
Reporting | ||
Subitems |
If you are looking to get started with the portal, please visit the Portal Setup Guide.