Go to Admin > Settings > Customers

On the Customers (End-users) settings page, you select the settings that affect how your users access and use your Zaidesk. All options here determine how open or restricted your Zaidesk is to your end-users.

The first option “Web Portal” is about enabling the zaidesk support to their end users. If this option is disabled the other two portal related options are automatically disabled. But if the web portal is enabled then you can choose the other options to be displayed on the web portal.

If "anybody can submit new ticket on portal" is enabled that anyone can submit ticket but if this is disabled then only registered users can submit ticket through their portal.

The third option is User "Activation Email" that will send automatic activation email to coming end users. If this is not enabled then the activation email will be sent by admin/agent manually. 

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Customers are the people who generate support requests from any of the available support channels. 

Customers are added in zaidesk through these following platforms:

1. By submitting ticket through email
2. By signing up from support portal (when web portal is enabled)
3. By submitting ticket through portal as guest user (when web portal is enabled)
4. Admin can add customer from their account

After customer arrives in zaidesk database, then if activation email is enabled in Customers settings then an automatic activation email is sent to customer through which customer can set up his credentials to log into his customer portal. If this is disabled then agent can send activation email on clicking the [Send Activation Notification] button in that customer view page

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Agents can also add new customers through their accounts.

Lets add a customer

1. Go to Customers tab and click on the [New Customer] button.
2. The customer form will appear. Enter name and email and then click on the [submit] button.
3. The customer will be added to the zaidesk system and the customer will be notified through email about the confirmation of registration through which he can set up the account credentials.

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