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How to Create Contacts for 8x8 Customer Portal
8x8 Support

How to Create Contacts for 8x8 Customer Portal

Objective

To create contacts for Support Portal who can then raise cases.

Applies To

  • Virtual Office
  • Account Manager
  • Configuration Manager
  • 8x8 Contact Center

Procedure

Account Manager

  1. Log into Virtual Office Account Manager.
    Account_Manager.PNG
     
  2. Click Accounts and select User Profiles.
    accounts_user_profiles.PNG
     
  3. On the User Profiles page, click on Create New User Profile.
    new_profile.PNG
  4. Proceed to fill in the relevant information for that agent/colleague and click Save. The user will receive an email to set their password.

The created user can now log in to the Support Portal with their Username and Password. From here the contact can raise cases in regards to faults, requests or just general enquiries. The portal will look like this:

Screen Shot 2020-03-11 at 9.34.31 AM.png
Configuration Manager

  1. Log in to Virtual Office Configuration Manager.
  2. Click Users.
  3. Click Create User near the top right corner of the page.
  4. Fill in all the relevant and mandatory information for the new user and click Save.
    • Note: At this point, you can also set up any of the services that they will require.
  5. Once the user has been created, go back to the main Users page and locate the newly created user.
  6. Click on the three dots beside their name and select Reset user password.
    The user will receive an email to re/set their password. This will allow them to log in to SSO where they can go into their assigned panels such as VCC Agent, VO Online etc. There will also be an option to select Support.
  7. Click the Support panel. You'll land on the 8x8 Support Knowledge Base home page
  8. Click Get Support, in the top right of the page.
  9. This will take you to the Support Community Portal where you can create, view, or export cases.Screen Shot 2020-03-11 at 9.34.31 AM.png

Additional Information

The user can also access Support Community via the direct link: https://8x8.force.com/s/

The user's email address within Configuration Manager must also be unique in order for them to access the Support Community Portal.

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