{"id":11523,"date":"2026-03-12T10:54:12","date_gmt":"2026-03-12T09:54:12","guid":{"rendered":"https:\/\/help.cirrus-shield.com\/?post_type=docs&p=11523"},"modified":"2026-03-12T10:59:03","modified_gmt":"2026-03-12T09:59:03","slug":"11523-2","status":"publish","type":"docs","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/11523-2\/","title":{"rendered":"Internal User Guide"},"content":{"rendered":"\n

Activating the portal for a customer:<\/strong><\/strong><\/strong><\/p>\n\n\n\n

On the Contact record, click on Activate the customer portal.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The customer will receive an email based on the configured email template (The name of the email template must match the one indicated in the button’s code) containing:<\/p>\n\n\n\n

    \n
  • Login credentials<\/li>\n\n\n\n
  • A link to the portal<\/li>\n<\/ul>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Ticket tracking:<\/strong><\/strong><\/strong><\/p>\n\n\n\n

    Submitted tickets automatically appear in the Ticket object with the “New” status.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    They are assigned to the support group by default.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    The support team must manually assign each ticket to a specific user.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Interaction tracking:<\/strong><\/strong><\/strong><\/strong><\/p>\n\n\n\n

    Additional notes and documents are visible in:<\/p>\n\n\n\n

      \n
    • The ticket’s Activities tab<\/li>\n\n\n\n
    • The Documents tab<\/li>\n<\/ul>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Resolution\u00a0:<\/strong>\u00a0<\/strong><\/strong>\u00a0<\/strong><\/p>\n\n\n\n

      Once a solution is proposed, the support team changes the status to “Resolved”.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      The customer can then accept or reject the solution.<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"doc_tag":[],"class_list":["post-11523","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/11523","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/comments?post=11523"}],"version-history":[{"count":2,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/11523\/revisions"}],"predecessor-version":[{"id":11525,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/11523\/revisions\/11525"}],"next":[{"title":"Guide Client","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/guide-client\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/11618"}],"wp:attachment":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/media?parent=11523"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/doc_tag?post=11523"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}