--- title: Setup Customer Support Portal With Global Settings description: Customer Support Portal Setup url: "https://fluentsupport.com/docs/customer-support-portal-setup/" updated: "2025-03-20" category: Business Management --- # Setup Customer Support Portal With Global Settings The Customer Portal is intended for direct use by end-users where users can view & use the dashboard to submit tickets. This article will guide you to set up your **Customer Portal** with **Global** **Settings** in **[Fluent Support](https://fluentsupport.com/)**. ## Global Settings To learn where you can find the **Global Settings** to set up the portal, follow the steps with the screenshots below — Either go to your **Fluent Support** and click on**Settings**. ![Settings from Fluent Support Dashboard](https://fluentsupport.com/wp-content/uploads/2024/06/Fluent-support-Settings-scaled.webp) Or, you can go to your **Fluent Support Dashboard** & click on **Global Settings**.  ![Global Settings from Fluent Support Dashboard](https://fluentsupport.com/wp-content/uploads/2024/06/Dashboard-Global-Settings-scaled.webp) This will take you to the **Global Settings** page, where you can set up the portal page for your customers. Remember, always press **Save Settings** after finishing all the customization in your **Global Settings** to save it. Otherwise, changes will not appear in your Customer Portal. ![](https://fluentsupport.com/wp-content/uploads/2021/10/3.-Global-Settings-Page.webp) ## Setup Customer Support Portal You will find the following **Settings** **Options** in **Global** **Settings** to set up your **Fluent Support Customer Portal**. These are: 1. Portal Page 2. Message for non-logged-in users 3. Disable Public Ticket Interaction 4. Accepted File Types 5. Delete all attachments on ticket close 6. Enable Fluent Summary in Admin Bar 7. Enable Draft Mode 8. Customer Registration Form Field 9. Enable Two-Factor Authentication 10. Enable Keyboard Shortcuts 11. Agent Feedback Rating 12. Agent Time Tracking **To learn how to set up a Customer Support Portal with these settings, follow the steps with screenshots below —** ### A. Portal Page In the ’**Portal Page’** option, you can select the **Page** where you want to show the **Support Portal** for your customers to submit their tickets. You can **select** your desired **page** in **two different ways** and these are shown in the **GIFs** below — - Select the desired page directly from the **Dropdown**option. Or, copy the **Shortcode** given just below the**Portal Page**. ![Select the desired page from the drop-down to show the support portal](https://fluentsupport.com/wp-content/uploads/2024/06/Portal-Page-drift-video.gif) - And, paste it manually on your **Desired page**. ![Use the given Shortcode on desired page to show the support portal](https://fluentsupport.com/wp-content/uploads/2024/06/Add-shortcode-drift-video.gif) ### B. Message for non-logged-in users In this option, you can customize certain texts for the users who have not logged in. - You will see a default message **(Please login or create an account to access the Customer Support Portal)** has been added which you can edit anytime according to your need. - Also, you can use different **Shortcodes** provided below to show different **Forms**. To know the details of these below-mentioned **Shortcodes,** check this **[Documentation](https://fluentsupport.com/docs/shortcodes/).** ![Message for non-logged-in users](https://fluentsupport.com/wp-content/uploads/2024/06/Message-for-non-logged-users.webp) ### C. Disable Public Ticket Interaction Enabling ‘**Disable Public Ticket Interaction’** allows only logged-in users to reply to tickets. If you uncheck the option, users can reply to tickets without logging in using a signed URL. ![Disable Public Ticket Interaction](https://fluentsupport.com/wp-content/uploads/2024/06/disable-public-Ticket.webp) ### D. Accepted File Types Fluent Support accepts photos, CSV, PDF/Docs, Zip, and JSON files. You can also set the maximum file size and number of files to upload. To learn the details about file **Attachment Regulations**, read this **[Documentation](https://fluentsupport.com/docs/attachment-regulation/)**. ![Accepted File Types](https://fluentsupport.com/wp-content/uploads/2024/06/Accepted-files.webp) ### E. Delete all attachments on ticket close If you enable the ‘**Delete all attachments on ticket close’** option, it will automatically delete all attachments associated with a particular ticket when it is closed. ![Delete all attachments on ticket close](https://fluentsupport.com/wp-content/uploads/2024/06/Delete-all-attachments.webp) ### F. Enable Fluent Summary in Admin Bar Enable the **‘Fluent Summary in Admin Bar’** option allows users to see a ticket summary from the top nav bar. ![Enable Fluent Summary in Admin Bar](https://fluentsupport.com/wp-content/uploads/2024/06/Enable-Fluent-Summary.webp) ### G. Enable Draft Mode The **‘Enable Draft Mode’** allows agents to save responses automatically as drafts to avoid accidental ticket closures or reply to the ticket later. ![Enable Draft Mode](https://fluentsupport.com/wp-content/uploads/2024/06/draft-mode.webp) ### H. Customer Registration Form Field The ‘**Customer Registration Form Field’** allows agents to get the information in the customer registration form using the below-mentioned fields. ![Customer Registration Form Field](https://fluentsupport.com/wp-content/uploads/2024/06/Customer-Registration-Fields.webp) ### I. Enable Two-Factor Authentication If you **enable** the **'Enable Two-Factor Authentication'** option, this will require customers to enter a verification code sent to their email whenever they try to log in to the customer portal. ![Enable Two-Factor Authentication](https://fluentsupport.com/wp-content/uploads/2024/08/Enable-Two-Factor-Authentification.webp) ### J. Enable Keyboard Shortcuts Enabling the ‘**Enable Keyboard Shortcuts’** option allows agents to use keyboard shortcuts for faster actions. ![Enable Keyboard Shortcuts option](https://fluentsupport.com/wp-content/uploads/2021/10/14.-Enable-Keyboard-Shortcuts.webp) ### K. Agent Feedback Rating Enabling the ‘**Agent Feedback Rating’** option allows users to provide feedback on agent responses. ![Agent Feedback Rating](https://fluentsupport.com/wp-content/uploads/2024/06/Agent-Feddback-Rating.webp) ### L. Agent Time Tracking Enabling the ‘**Agent Time Rating’** option allows agents to set the amount of time a user needs to complete a ticket. ![Agent Time Tracking option](https://fluentsupport.com/wp-content/uploads/2021/10/16.-Agent-Time-Tracking.webp) Always press **Save Settings** after finishing all the customization in your **Global Settings** to save it. Otherwise, changes will not appear in your Customer Portal. If you have any further questions, concerns, or suggestions, please do not hesitate to contact our [**@support team**](https://wpmanageninja.com/support-tickets/?utm_source=wpmn&utm_medium=home&utm_campaign=site#/). Thank you.