In Wavity, users can create tickets through the Customer Portal. If a user is not part of the platform (i.e., an external user), they can still be added as a customer, allowing them to create tickets in Customer portal.
Only Admin will access to add customers.
Click on Profile Icon.
From the options select General.
After selecting General from the options, you will be directed to the Platform Settings – General page.
Navigate to the People tab and select Customers.
Click on the Add button as shown in the image below.
Enter the email address, along with the first name and last name.
You can also add users in bulk by clicking on the Bulk Upload option.
To grant access for ticket creation, select Customer Portal from the Select Help Portal dropdown.
After entering the customer details in the Add Customers form, click the Add button to proceed.
The status will now appear as Created.
The user will receive an email notification for Customer Portal activation.
The user needs to click on Verify Email in the notification.
After clicking, they will be redirected to the Customer Portal login page, where they will be prompted to set their password.
After setting the password, the user needs to log in by entering their email address and password.
Once logged in, they will be redirected to the Customer Portal.
