Virtisphere
The customer portal
A place your customers sign in to see their tickets, invoices and documents — under your name, and optionally on your own web address.
Every CRM account has a customer portal. Out of the box it is served on a Virtisphere address and carries your business name. Two settings change how much it looks like yours.
Branding
Under Branding you set what the people signing in actually see:
| Setting | Where it appears |
|---|---|
| Portal name | The title at the top and in the browser tab. |
| Team name | How you are referred to in the interface. |
| Sign-in message | Shown above the sign-in form. Useful for telling people who to contact if they are stuck. |
| Email, Phone, Hours | Your contact details, shown where somebody would look for them. |
| Footer | Free text at the bottom of every page. |
| Privacy link, Terms link | Your own policies, linked rather than hosted. |
Changes are versioned, so an earlier version can be looked at and restored if a change turns out badly.
A custom domain
Under Custom domain you can serve the portal on your own address, for example portal.yourcompany.com, instead of ours. Two DNS records are needed.
- Enter the address you want to use.
- Add the CNAME record we show you at your DNS host. This points the address at us.
- Add the TXT record we show you. This proves the domain is yours.
- Use Check CNAME record and Check TXT record to confirm both are visible. DNS can take a few minutes to propagate.
- Once both pass, a certificate is issued automatically. Nothing to install and nothing to renew.
If your DNS is on Cloudflare, the CNAME must be set to DNS only rather than proxied. A proxied record stops the certificate being issued, and the symptom is a portal that loads for you and shows a certificate warning to everybody else.
Branding is available on every plan. Serving the portal on your own domain is part of Pro. If you are on Basic the page will tell you rather than hiding it.
Giving a customer access
Portal users belong to a company. Add them against the company record, and what they can see is scoped to that company — their tickets, their invoices, and nothing belonging to anybody else.