{"id":11582,"date":"2026-03-12T14:41:44","date_gmt":"2026-03-12T13:41:44","guid":{"rendered":"https:\/\/help.cirrus-shield.com\/?post_type=docs&p=11582"},"modified":"2026-03-12T14:44:27","modified_gmt":"2026-03-12T13:44:27","slug":"11582-2","status":"publish","type":"docs","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/admin-guide\/portail-client\/11582-2\/","title":{"rendered":"Customer Portal Administrator Guide"},"content":{"rendered":"\n

Prerequisites on the Cirrus Shield side:<\/strong><\/strong><\/strong><\/p>\n\n\n\n

The email templates used must exist in the “Email Templates” object. Check the following items:<\/p>\n\n\n\n

The Support Group exists.<\/p>\n\n\n\n

If it does not exist:
Click on setup<\/strong><\/p>\n\n\n\n

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

Then click on user management\u00a0<\/p>\n\n\n\n

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

Next, click on groups and then on new:<\/p>\n\n\n\n

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

Fill in the information as shown in the image below.<\/p>\n\n\n\n

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

Verify that the necessary users are correctly assigned to this group.<\/p>\n\n\n\n

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

2\u00a0 The Customer Support profile is properly created.<\/p>\n\n\n\n

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

3. The “Activate customer portal” button is added to the Contact object.<\/p>\n\n\n\n

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

If the button does not exist:<\/p>\n\n\n\n

    \n
  • Go to setup, then click on objects, find the contact object, and click on details.<\/li>\n<\/ul>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Click on custom buttons and then on new:<\/p>\n\n\n\n

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

    Fill in the information as shown in the image below:<\/p>\n\n\n\n

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

    The function code:<\/p>\n\n\n\n

    var script = document.createElement(\"script\");\n\nscript.src = \"https:\/\/apps.cirrus-shield.net\/resources\/sweetalert2\/sweetalert2.min.js\";\n\ndocument.head.appendChild(script);\n\nvar link = document.createElement(\"link\");\n\nlink.rel = \"stylesheet\";\n\nlink.href = \"https:\/\/apps.cirrus-shield.net\/resources\/sweetalert2\/sweetalert2.min.css\";\n\ndocument.head.appendChild(link);\n\nfunction ActivateContactUser() {\n\n    debugger; \/\/ Removes this line if you want to stop the code from pausing in the inspector\n\n    let OrganizationId = btoa(GetOrganizationInfo().Id);\n\n    let currentUserGuid = GetLoggedInUserGUID();\n\n    let objUser = GetDataByID(currentUserGuid, \"User\", \"Language\");\n\n    let UserLanguage = objUser.Language;\n\n    let thisGuid = GetRecordGUID();\n\n    let Contact = GetDataByID(thisGuid,\"Contact\",\"Id,Account, Name,Email,First_Name,Last_Name,PortalUser\");\n\n    let userContact = GetData(`Select Id, Name from User Where Email = ${Contact.Email}`)\n\n    let password = GenPassword();\n\n    let user = \"ACP_\" + Contact.Email;\n\n    let MailModel = GetData(\"Select Body,CC,BCC,Subject,To From Email_Template Where Name = 'Activation portail support'\").Email_Template[0]\n\n    MailModel.Body=MailModel.Body.replace(\"{!UserPlaceholder}\",user)\n\n    MailModel.Body=MailModel.Body.replace(\"{!PasswordPlaceholder}\",password)\n\n    \/\/ 4. Run Error Handling\n\n    if (!ErrorHandling()) {\n\n        return;\n\n    }\n\n    \/\/ 5. Get Account and Position Data\n\n   let Account = GetDataByID(Contact.Account,\"Account\",\"Id,Name\");\n\n    let position = GetData(`Select Id, Name from UserPosition Where Name = ${Account.Name}`)\n\n    var parentPositionId = \"3779523246987151657\";\n\n    let positionId = \"\";\n\n    positionCheck();\n\n    var createdUser = CreateUser();\n\n    if (createdUser == false) { return; }\n\n    createdUser = createdUser.RecordGUID\n\n    UpdateContactAndUser(createdUser)\n\n    SendMailToContact()\n\n    successMessage()\n\n    \/\/ --- Helper Functions ---\n\n    function SendMailToContact() {\n\n        var jsonString = [];\n\n        try {\n\n            jsonString.push({\n\n                \"objectName\": \"Contact\",\n\n                \"recordId\": thisGuid,\n\n                \"from\": \"Org\",\n\n                \"subject\": MailModel.Subject,\n\n                \"to\": Contact.Email,\n\n                \"cc\": \"ali.mansour5@aliston.fr\",\n\n                \"bcc\": \"\",\n\n                \"replyTo\": \"\",\n\n                \"CurrentUserId\": GetLoggedInUserGUID(),\n\n                \"OrganizationId\": GetOrganizationInfo().Id,\n\n                \"body\": {\n\n                    \"emailBody\": MailModel.Body,\n\n                    \"attachments\": [],\n\n                    \"Templates\": []\n\n                }\n\n            });\n\n        } catch (e) {\n\n            console.error(e);\n\n        }\n\n        return generateDocsAndSendEmail(\"https:\/\/beta.cirrus-shield.net\", jsonString);\n\n    }\n\n    function UpdateContactAndUser(userGUID) {\n\n         ObjectMap = [{\n\n            \"Id\": thisGuid,\n\n            \"PortalUser\": userGUID,\n\n        }];\n\n         docContact = fillDocMapArray(ObjectMap, \"Contact\");\n\n        RecordShortcutV2(\"Update\", \"Contact\", \"Contact\", docContact);\n\n    }\n\n    function CreateUser() {\n\n        debugger;\n\n        ObjectMap = [{\n\n            \"FirstName\": Contact.First_Name,\n\n            \"Username\": user,\n\n            \"LastName\": Contact.Last_Name,\n\n            \"Email\": Contact.Email,\n\n            \"ProfileId\": \"3779364767659985837\",\n\n            \"PositionId\":positionId,\n\n            \"Language\": UserLanguage,\n\n            \"Password\": password\n\n            \/\/ \"Formateur\":GetRecordGUID()\n\n        }];\n\n        docUser = fillDocMapArray(ObjectMap, \"User\");\n\n        return RecordShortcutV2(\"Create\", \"Utilisateur\", \"User\", docUser);\n\n    }\n\n    function GenPassword() {\n\n        const chars = \"0123456789abcdefghijklmnopqrstuvwxyz!@ABCDEFGHIJKLMNOPQRSTUVWXYZ\";\n\n        const passwordLength = 12;\n\n        let password = \"\";\n\n        for (var i = 0; i <= passwordLength; i++) {\n\n            var randomNumber = Math.floor(Math.random() * chars.length);\n\n            password += chars.substring(randomNumber, randomNumber + 1);\n\n        }\n\n        return password;\n\n    }\n\n    function ErrorHandling() {\n\n        if (Contact.PortalUser != null && Contact.PortalUser != undefined) {\n\n            alert(\"Il existe d\u00e9j\u00e0 un utilisateur associ\u00e9 \u00e0 ce contact.\"); \/\/ An user associated with this contact already exists.\n\n            return false;\n\n        }\n\n        \/\/ FIX: Better check for existing user (checking .User array length)\n\n        if (userContact && userContact.User && userContact.User.length > 0) {\n\n            alert(\"Un utilisateur avec le m\u00eame email que ce contact existe d\u00e9j\u00e0.\"); \/\/ A user with the same email as this contact already exists.\n\n            return false;\n\n        }\n\n        if (Contact.Account == null || Contact.Account == undefined) {\n\n            alert(\"Veuillez indiquer le compte\"); \/\/ Please specify the account\n\n            return false;\n\n        }\n\n        if (!confirm(\"Etes-vous s\u00fbr(e) de vouloir activer le portail de ce contact ?\")) { \/\/ Are you sure you want to activate the portal for this contact?\n\n            return false;\n\n        }\n\n        return true;\n\n    }\n\n   function successMessage(){\n\n        var urlRecord = \"https:\/\/beta.cirrus-shield.net\/Data\/Details\/\" + thisGuid+ \"?objectName=\"+\"Contact\"\n\n        setTimeout(() => {\n\n            Swal.fire({\n\n                icon: 'success',\n\n                title: `L'utilisateur de ce contact a \u00e9t\u00e9 cr\u00e9\u00e9 avec succ\u00e8s`, \/\/ The user for this contact was successfully created\n\n                text: `L'utilisateur de ce contact a \u00e9t\u00e9 cr\u00e9\u00e9 avec succ\u00e8s et un mail lui a \u00e9t\u00e9 envoy\u00e9 !`, \/\/ The user for this contact was successfully created and an email was sent to them!\n\n                confirmButtonText: `Rafraichir le contact`, \/\/ Refresh the contact\n\n            });\n\n        }, 1000);\n\n    }\n\n    function generateDocsAndSendEmail(cssServerURL, data) {\n\n        var url = `https:\/\/docxtopdf.cirrus-shield.net\/DocxToPDF\/GenerateDocsAndSendEmails?CSServerURL=${encodeURIComponent(cssServerURL)}`;\n\n        var token = GetTokenID();\n\n        return new Promise((resolve, reject) => {\n\n            $.ajax({\n\n                url: url,\n\n                type: \"POST\",\n\n                contentType: \"application\/json\",\n\n                headers: {\n\n                    \"Authorization\": `Bearer ${token}`\n\n                },\n\n                data: JSON.stringify(data),\n\n                success: function(response) {\n\n                    resolve(true);\n\n                },\n\n                error: function(xhr, status, error) {\n\n                    console.error(`Error: ${xhr.status} - ${xhr.statusText}`);\n\n                    resolve(false);\n\n                }\n\n            });\n\n        });\n\n    }\n\n       function positionCheck(){\n\n    debugger\n\n        if(position == null){\n\n            var doc = fillDocMapArray([{Name:Account.Name,ShareDataWithPeers:1,ParentPositionId:parentPositionId}],\"UserPosition\")\n\n            positionId = RecordShortcutV2(\"Create\",\"UserPosition\",\"UserPosition\",doc).RecordGUID\n\n        }else{\n\n            positionId = position.UserPosition[0].Id\n\n        }\n\n    }\n\n}<\/code><\/pre>\n\n\n\n
    Adapt the Position and Profile GUIDs in the code according to your environment (CTRL F \u201cPositionId\u201d and \u201cProfileId\u201d).<\/p>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
    To find your ProfileId and PositionId, follow these steps:
    – Go to user management, click on profiles (as done previously), then click on customer support.<\/p>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
    The ProfileId is located in the URL after clicking on Customer Support. For example: https:\/\/beta.cirrus-shield.net\/Data\/Details\/3779364767659985837?objectName=Profile&retAction=Index<\/code><\/p>\n\n\n\n
    4.\u00a0Check that you have enough remaining portal user licenses.<\/p>\n\n\n\n
      \n
    • Go to setup, click on organization, then licenses.\u00a0<\/li>\n<\/ul>\n\n\n\n
      \"\"<\/figure>\n\n\n\n
        \n
      1. V\u00e9rifier que certains champs  sont pr\u00e9sents pour l’objet tickets : <\/li>\n<\/ol>\n\n\n\n
          \n
        • Verify that certain fields are present for the tickets object:<\/li>\n\n\n\n
        • Description (Text)<\/li>\n\n\n\n
        • Account (Lookup Relationship)<\/li>\n\n\n\n
        • Contact (Lookup Relationship)<\/li>\n\n\n\n
        • Support Contract (Lookup Relationship)<\/li>\n\n\n\n
        • Ticket Owner (Multi-Lookup Relationship)<\/li>\n\n\n\n
        • Status (Picklists)<\/li>\n\n\n\n
        • Subject (Picklists)<\/li>\n\n\n\n
        • Type (Picklists)<\/li>\n<\/ul>\n\n\n\n
          Portal configuration (Administrator)<\/strong><\/strong><\/strong><\/p>\n\n\n\n
          Access to the configuration interface: https:\/\/clientportalapi.cirrus-shield.net\/fr\/config\/{OrgId}<\/code><\/p>\n\n\n\n
          Steps:<\/strong><\/p>\n\n\n\n
            \n
          1. Enter the username and password.<\/li>\n<\/ol>\n\n\n\n
            Click “Next”.<\/strong><\/p>\n\n\n\n
            \"\"<\/figure>\n\n\n\n
            3. Select the elements to display on the portal as needed:<\/p>\n\n\n\n
            \"\"<\/figure>\n\n\n\n
              \n
            1. Configure the automatic notifications sent to users in the Support_group group:\u00a0<\/li>\n<\/ol>\n\n\n\n
                \n
              • When a ticket is created\u00a0<\/li>\n<\/ul>\n\n\n\n
                  \n
                • When an action is detected on a ticket<\/li>\n<\/ul>\n\n\n\n
                    \n
                  • When a note is added to a ticket<\/li>\n<\/ul>\n\n\n\n
                      \n
                    • When a document is added to a ticket<\/li>\n<\/ul>\n\n\n\n
                      \"\"<\/figure>\n\n\n\n
                      Click on Save configuration to save.<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":11526,"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-11582","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/11582","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=11582"}],"version-history":[{"count":5,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/11582\/revisions"}],"predecessor-version":[{"id":11588,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/11582\/revisions\/11588"}],"up":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/11526"}],"wp:attachment":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/media?parent=11582"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/doc_tag?post=11582"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}