Create a Customer Portal

Create a new portal and open the full portal setup in OutSmart.

You create a portal in the BackOffice under Portal settings.

Each portal has its own settings, visibility, and styling.

1

Open Portal settings

Go to Settings → Portal settings.

2

Open the overview

Review the existing portals.

If the overview is empty, no portal exists yet.

3

Add a new portal

Click Add.

4

Fill in the sections

Complete the settings on the left side one section at a time.

5

Save the portal

Click Save when the setup is ready.

What to prepare first

• a clear portal name
• a URL name without spaces
• the customer flow you want to support

Frequently asked questions

Can I create more than one portal?

Yes.

You can create multiple portals with different settings.

Can I save a portal before every section is perfect?

Yes.

You can save and continue configuring later.

Where do I manage an existing portal?

In Settings → Portal settings.

Related topics

• Customer Portal
• Activate Customer Portal
• Automations for Customer Portal