Customer Panel - User Guide

Logging in

If you previously used the OTRS's Customer Panel you can log in to the new Intalio Customer Panel using the same credentials. 

Login page address

The login page address may vary depending on how the system is implemented but usually it ends with otrs/route.pl/customer-panel/login. 

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Forget your password?

If your administrator allows you to reset user passwords, you can use the password reset function. All necessary information will be sent to your e-mail.

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Navigating the customer panel

After logging in you will see two main elements of the client panel.

  1. Main Menu
  2. Selected module view

Main Menu

Click on one of the menu items to display the module.

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Logout

You can find logout button at the bottom of the Main Menu. 

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Dashboard

The Dashboard module gives the user the ability to display only customer panel's elements that are important. Every change in the widgets on the dashboard (or in any other module) are saved in the user's preferences and will be loaded after the next login. 

Adding widgets to the Dashboard

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Organising widgets

User can organise widgets however he wants. Simply drag the widgets and drop elsewhere in the Dashboard's canvas. 

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Removing widgets from the Dashboard

Drag the widget to the red bar with trash icon to remove it from the system. 

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