Articles on: External User Access

How can an External User Submit a Case?

Last Updated: July 28, 2021

In order for an external user to submit a case, the admin should first allow the External User/s they are going to give access to in the form.

User Settings

Creating a Widget

Once the workflow has been published, proceed by following the steps below:

Step 1: Expand the dropdown beside your username and go to Customer Access Tool.
Step 2: Start setting up the Widget. You can customize the widget form generator according to the design you prefer.
Step 3: Generate widget code and you can just copy & paste it to notepad for now. You can check out this article if you want to learn more about Widget.

Step 4: Insert this code at the beginning of the generated widget code:



<base href="/">
    <meta charset="UTF-8">
    <meta name="viewport" content="width=device-width, initial-scale=1.0">
    <meta http-equiv="X-UA-Compatible" content="ie=edge">

Step 5: Insert this code at the end of the generated widget code:

Step 6: Save the note as HTML type of file, or you can just insert .html into the file name. For example: Filename.html

Submitting a Case

Step 1: Go to the .html file and it will redirect you to the log in page for external users.

Step 2: Upon logging in, you will see the list of templates you were given access to. Simply select from the following and fill-up the form to submit a case. You can also view the list of cases you submitted, and cases assigned for your approval.

Overview: External Users
How can an Anonymous User Submit a Case?

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Updated on: 28/07/2021

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