Client Portal and Taskfire
Overview of Client Portal and Taskfire
The Client Portal is a secure web portal through which you and your customers can collaborate on tickets and projects, service desk operation, and even portal administration tasks. Taskfire is an extension to the Client Portal. It provides a secure, private, interactive service desk for your clients’ internal IT staff that is integrated with your own Autotask instance.
Except for enabling client users, the Client Portal is ready to use as soon as it is enabled. But since this is a site that will represent you to your clients, read this topic and spend some time configuring your options and customizing the look and feel of your portal.
Configuring settings for individual clients
You can further customize your global settings for specific clients, configure the client portal to log in from a custom identity provider, and set up the Taskfire internal help desk.
Working with Client Portal and Taskfire tickets
Learn how to find and manage the tickets that your customers submit to you, as well as the ones you work on with your customers.
Viewing the Client Portal end user documentation
See the documentation your customers will see when they use the Client Portal.
Finding a Taskfire ticket report
This is where you'll find the Taskfire ticket reports you need.
