The Self-Service Portal offers a one-click Portal Invite for customers. This simplifies the workflow from the previous versions. Partners eligible for the Portal solution will find the latest update under the Help&About Section of Work 365.
Note: In order to import the latest version of the self-service portal solution, the latest version of the core Work 365 solution must already be implemented. For details on upgrading the core Work 365 solution see Upgrade Work 365.
Here are the steps to upgrade the self-service portal:
- Initializing the Portal: Users completing this action must a System Administrator or System Customizer.
- The Work 365 Service account MUST have the System Customizer or System Administrator role assigned, which can be removed after the install is complete. However, Work 365 service must at ALL times have at least the “Work 365 Service” role – that should not be removed.
- CRM Settings ➤ Solutions ➤ Import self-service portal solution file
- After installing the Work 365 Self-Service Portal, we need to initialize the Portal. For this go to Settings ➤Solutions ➤ Work 365 Self Service Portal. A pop- up window will open and click on the ‘Initialize Portal’.
Another pop-up window will open. Note that the Work 365 Service account MUST have the System Customizer or System Administrator role assigned, which can be removed after the install is complete. Click on ‘Proceed’. The portal will be initialized after this process.
The following will appear after the portal is initialized successfully.
- Set Portal base URL:
Go to Work 365 ➤ Configuration ➤ Portal Website URL
Fill in your Portal URL and click save.