Get up and running with your Sage CRM Self Service portal with these 5 easy steps:
1. When the Sage CRM (SageCRM) install runs you should see something similar to the image below. Check off “Sample Self Service support site”. This will put some sample program files in your Sage CRM install specifically for self-service, create an extra database for self-service visitors and create an IIS application for the self-service site (this is a separate “Website” from Sage CRM). If you need to rename the IIS application (it is by default named “CRMSelfServiceDemo”), create a new IIS application with a new name and copy the files over. Restart IIS.
2. Create a new tab in the person entity (you can also do this for companies), call it “SelfService” then select the “sspersonedit” system action from the dropdown list.
3. Activate a user for self-service by looking up the user, going to their Self Service Details tab, checking Self Service Enabled and clicking Save. This will allow access into the self-service site for this particular user. If you need to remove access, just check the checkbox and make sure you save the page.
5. Use your credentials to test the login. You can see after I’ve logged in I only see the information that is specific to me as a customer. We have customized our self-service portal to manage only cases. I put a Find An Issue screen as well as a grid on our main self-service page so clients can filter for their own issues and keep themselves apprised of the case statuses