Configuring a Portal

Before Customers can access a Portal, you must:

• Configure Portal security rights.
• Configure Client Application settings (URL, timeout, and access to RSS Feeds).
• (Optional) Specify a default domain for the Portal.
• (Optional) Configure login, authentication, and inactivity settings for the Portal (only if you want them to be different than the Desktop Client).
• Configure anonymous login settings.
• Configure Cherwell credential settings (User/Customer password rules).
• Configure Miscellaneous Browser/Portal Settings.
• Create Portal login credentials (for a Customer).
  Note: The majority of the configuration is conducted from the Browser and Mobile Settings page in CSM Administrator.