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Configure client portal and request settings Last updated: Sep 27, 2026

Control what clients see and can do in the self-service portal, and who handles their requests. Go to Settings > Clients.

Client features

Turn the Client Self-service Portal on or off, and enter the Phone No., Email, and Support Hours shown to clients so they know how to reach you directly.

Client requests

  • Allow clients to assign agent(s): clients can pick which agent a request goes to.
  • Allow clients to assign team(s): clients can pick which team a request goes to.
  • Allow clients to rate their support: clients can rate closed requests from 1 to 5 stars.

Default assignment

Under Default agent(s) assigned and Default team(s) assigned, click Add to choose who every new client request goes to. Click × to remove one.

Knowledge Base Search Suggestion

Click Add to create search phrases (for example, "Outlook login issues") that clients can pick from when searching the knowledge base.

Verified domains

See Verify your email domain.

Related: Client Request Categories, Block spam senders with the Client Firewall, and Client self-service portal temporarily blocked (IP restrictions).

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