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
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

If you are looking to get started with the portal, please visit the Portal Setup Guide.