Create Portal Login Credentials (for a Customer)

Before a Customer can access the Portal, you must create Portal login credentials for them. This is necessary for CSM to appropriately identify the Customer, and to make sure that a particular person using the Portal is who they say they are. Customer credentials are configured within the Customer record because it is usually a support desk task to manage Customer accounts. You can also schedule an automatic Action to assign credentials on a regular basis by making use of the Cherwell Scheduler.

Create Customer credentials:

• On an individual basis (particular Customer).
• For a group of Customers (batch credentials). For a group of Customers, passwords can be generated randomly and e-mailed to each Customer, or can be assigned in other manners, including the use of Active Directory credentials.