When a customer signs in to Movidesk, they will generally have a more limited access to system tools compared to agents.
A customer’s access profile controls what a customer can access in the system. Customer access profiles have very granular parameters, but can be broadly be configured to grant cu
Customers can track their tickets and access features such as reports and metrics by signing in to Movidesk.
To sign in to Movidesk, customers can go to your Movidesk web address. Your Movidesk web address can be found in Configurations > Parameters under the Environment tab, for example:
mycompany.
On this page
Manually importing customer accounts
Manually registering customer accounts
Automatically importing customer accounts from a directory
Automatically importing customer accounts from another system
Allowing customers to create user accounts
Creating customers through the Chat channel
Cre
On this page
Direct access links
Sign-in page link
A customer may already have a user account if they created a ticket through the email, chat, or web form channels.
Instead of creating a new user account, which would need to be merged later on, they can instead obtain a password for their existin
On this page
Enabling the password recovery link
Resetting a password
Both customers and agents can reset their passwords using a link in the sign-in page of your customer portal, so they don’t need to contact your customer support team to recover their passwords.
Enabling the password recovery li
On this page
Enabling self-service account creation
Creating a user account online
Customers can create users accounts using a self-service link in your customer portal sign-in page.
Enabling self-service account creation
To enable the link for self-service account creation, go to Configurations