Codenica ITSM provides a cloud-based help desk and service desk software, enabling your customers or employees to access IT support anytime, anywhere. This SaaS platform offers a self-service knowledge base, real-time ticket tracking, live chat, messaging, and asset management, ensuring seamless communication and efficient service request handling.
Client Portal Branding - Only Your Company Is Visible
Comprehensive branding options ensure the client portal seamlessly aligns with your company’s identity, reinforcing brand consistency.
Fully Customizable Branding
By default, the client portal hides any manufacturer data, ensuring a white-label experience for your customers and employees. Branding customization options allow you to upload your company’s banner and logo, define the default theme, and configure the color scheme to match your corporate identity. This flexibility ensures that the portal not only enhances your help desk and service desk services but also strengthens your brand presence, fostering recognition and customer trust.
Customizing the Client Portal to User Preferences
A fully configurable cloud-based help desk and service desk portal, ensuring a seamless user experience with branding and accessibility options.
Dark or Light Mode
Your customers or employees can choose between a dark or light theme for the client portal, ensuring comfort and accessibility in various environments.
Customizable Color Scheme
The client portal allows customers and employees to personalize the color scheme, ensuring a seamless integration with corporate branding and personal preferences.
Multilingual Support
With built-in multilingual support, the client portal enables users to select their preferred language, ensuring accessibility for global teams and customers.
User-Friendly Help Desk and Service Desk System
A cloud-based SaaS platform providing comprehensive access to help desk and service desk features, with advanced filtering, grouping, and asset management capabilities.
Tickets in Item View
Customers and employees can track and manage their tickets in item view, with customizable visibility settings and predefined workflow rules ensuring a structured support process.
Tickets in Tabular View
A structured tabular view provides an efficient way to browse, filter, and sort tickets, allowing customers to easily manage their service requests and access historical data.
Asset Association with Tickets
Customers can seamlessly link their assigned IT assets and documents to their tickets, ensuring faster issue resolution and improving service desk efficiency.
The Client Portal Unifies Communication and IT Service Management
A single, secure platform for managing customer and employee interactions, including the knowledge base, asset visibility, ticket management, and direct communication tools.
24/7 Customer and Employee Self-Service
Accessible from any device without installation, the client portal ensures round-the-clock availability of IT support resources, service request tracking, and assigned asset details.
From self-service knowledge base access to ticket tracking and asset visibility, customers and employees can quickly resolve issues or request support through chat and messaging features.
Integrated company branding throughout the portal reinforces your organization’s identity while ensuring a professional and consistent support experience.
24/7 Self-Service Knowledge Base
A cloud-based knowledge base that provides customers and employees with instant access to categorized solutions, troubleshooting guides, and IT support resources.
Structured Article Organization
Knowledge base articles are systematically categorized by type, topic, and tags, ensuring an intuitive and efficient way for users to find the information they need.
Advanced Search and Filters
Built-in search and customizable filters allow customers and employees to quickly locate relevant articles, enhancing self-service efficiency within the help desk and service desk system.
User Feedback and Ratings
Customers and employees can rate knowledge base articles, helping to refine and improve content over time, ensuring the most relevant and useful information remains easily accessible.
Integrated Real-Time chat & Internal Messaging System
Seamless, real-time communication between customers and support teams, fully integrated within the cloud-based client portal.
Live Chat
Live chat feature in the SaaS-based help desk and service desk system enables real-time conversations with customers or employees. All interactions are centralized within the platform, eliminating the need for third-party communication tools. This ensures fast, efficient, and secure messaging directly within the client portal, enhancing customer support and internal collaboration.
Messaging system in the cloud-based help desk and service desk platform provides customers and employees with a structured alternative to chat. Messages and file attachments remain accessible within the platform, eliminating the need to sift through email inboxes. This approach centralizes communication, improves response tracking, and ensures that all interactions are securely stored in one place.
Creating a New Ticket in the Help Desk and Service Desk System
A user-friendly and structured ticketing system within the cloud-based client portal, enabling quick issue reporting and asset association.
New Ticket Submission
Customers and employees can effortlessly submit new tickets, directly attaching assigned IT assets and documents. This ensures a streamlined and efficient ticketing process, providing the support team with all relevant information needed for effective issue resolution.
Customers and employees have read-only access to their assigned assets and documents, ensuring transparency in asset management system.
Item View
Your customers or employees can view their assigned assets and documents in an intuitive item view. Clicking on an asset provides detailed properties, ensuring easy access to relevant information.
Tabular View
The tabular view allows customers and employees to efficiently browse their assigned assets and documents. Clicking on a record displays key details within the table, streamlining asset tracking.
Customizable Access Settings
With cloud-based SaaS software, you can define precise access permissions for assigned assets and documents within the client portal, ensuring secure and role-based visibility.
Frequently Asked Questions
1. Is the Client Portal Available in All Codenica ITSM Plans?
Yes. The Client Portal in the cloud-based help desk and service desk system is available starting from the Starter plan. It provides a scalable support solution, suitable for small businesses and large enterprises.
2. What Does It Mean to Manage Two Types of Clients?
The help desk software supports both internal employees and external customers. It enables service ticket management, as well as warranty and post-warranty support for products. In the settings, you can define whether support is for external customers or internal employees, affecting terminology and account creation processes.
When set for internal employees, only support staff can be registered. When configured for external customers, clients can create accounts independently on the Client Portal.
3. How Can Customers or Employees Securely Access the Client Portal?
Your customers or employees can access the Client Portal via the link: "main-path-to-your-application/portal". The system supports both user types with separate account creation processes.
Internal employees are added by agents, with login credentials sent via email.
External customers can register independently through the portal link, managing their accounts directly.
4. Can Customers Use the Client Portal on Any Device Without Restrictions?
Yes, the Client Portal offers access to essential features, including the knowledge base, assigned assets and documents, and service ticket management. It ensures that customers and employees can obtain information anytime, from any device.
5. Do Customers or Employees Need to Install Any Software?
No, there is no need to install any software. The Client Portal is a cloud-based SaaS solution, accessible through any web browser on any device. Customers and employees can seamlessly search the knowledge base, use the company chat, or manage their tickets without additional installations.
6. How Does the Client Portal Ensure the Security of Customer and Employee Data?
Our platform, hosted on Microsoft Azure, ensures secure data storage and privacy compliance. Advanced authentication methods protect customer and employee information at all times.
7. Are Files Uploaded by Customers or Employees Securely Stored in the System?
Absolutely. File security is a top priority. All uploaded files are securely stored in Microsoft Azure, with dynamic security keys restricting access to authorized users only.