Customer Support Portal (Desk & Projects)

In this guide, we will be explaining how to get your accounts set up in Zoho desk, and Zoho Projects. Having access to the customer portal to Zoho Projects will allow you to view and track your projects progress, as well as add items to the to-do list. Having access to the customer portal to Zoho Desk, will allow you to create support tickets, and monitor their progress from their creation, to their resolution, as well as give feedback to the Secturasoft Personnel who assisted you.

Projects

When you are added to a project as a "Client User" an email will be sent stating that you have been invited to view your project page. To confirm, simply click the yellow box that says "Join this Portal" and you will then be brought to a screen where you will need to create your password. Once the password is created, you now have access to your Projects work space. You can view tasks, training agendas, as well as track how the project is progressing. With this client access, you can also add tasks of your own.

Support

When your contact information is activated as an end user, we will send an email to invite you to the support page. This is where you can search for Knowledge Base Articles, submit a ticket, and use the live chat feature in the bottom right hand corner to create a ticket, and be connected with an agent.

Here is what your support home page should look like:

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