Jump to content

Multiple External Customers


Steve Giller
 Share

Recommended Posts

How do people deal with having more than one external customer organisation.

Is there just the one Customer Portal and Contacts see the Services that their Organisation is subscribed to - and if that is the case how do you verify which organisation a Contact is a part of, especially if using Auto-Provisioning? If Customers have SSO set up, can multiple SSO Profiles be assigned to the CP?
Or do you have a number of Customer Portals with unique URLs, one per Organisation?

It's quite fun getting the chance to ask for help with parts of Hornbill I know nothing about!

Link to comment
Share on other sites

@DeadMeatGF

Virtually all of our customers we support via Service Manager are external organisations (around 1,100 of them at last count). There is no Single Sign On provision at all on the Customer Portal at this time as you have to use the Hornbill Authentication model and to quote a film 'There can only be one' Customer Portal.

With GDPR looming, we are looking at seeing if we can use a service request process to create a new contact and undertake the double opt in process, removing it if they choose not to opt in.

Cheers

Martyn

 

 

 

 

Link to comment
Share on other sites

GDPR is one for us too - we need to separate the Support calls from our Customer Organisation and GDPR requests which could potentially come from anyone, so a "random" sign-up would only see the GDPR service and the Customer (or potentially Customers) would need to see all their subscribed services.

@Martyn Houghton How do you manage new customers from so many Organisations - particularly getting them into the right Organisation and subscribed to the correct Service(s)?
This is a whole new area for us, and we'd like to get as close to getting it right first time as possible!

Link to comment
Share on other sites

@AbdiH, @DeadMeatGF

Steve whilst looking at your other post about missing services on the customer portal, I actually noticed in the Manage Portal Accounts, there is a reference to Single Sign On Profile. Though at the moment it does not appear to be supported/implemented.


image.thumb.png.602bcec9c45c11156aa8316f5b1a8553.png

In terms of management of new and leaving external users, this is a manual process at the moment which take a significant amount of time for our 1st Tier team, which is why we are also looking at ways we can automate at least some of it.

At the moment we are having to base a lot of it on the email domain name, but we have a number of organisation which share resources (local government/public sector) so this then becomes an issue with having to duplicate accounts.

Cheers

Martyn

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...