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Inviting an External Customer to Service Desk

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Below are steps to be used when a customer outside of SSD is invited to create a ticket. 

Step-by-step guide

  1. From your service desk project sidebar, select Customers

  2. Select Add customers and enter the customer's email address

  3. Leave default "No organization"

  4. Select Add 

  5. The customer is added to your customer list and the recipient receives an email, see sample: 

  6. When "Visit the portal" is selected from the email, the screen below appears where the customer adds “Full name” and creates “Password” then selects “Save and continue”. The Service Desk portal appears where a request type can be selected to create a ticket.

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