Customer portal The customer portal is a web interface that your company can use to provide information and support. The default portal provides a basic format to interact with users. Customize the portal using the Content Management System (CMS) and employ the components that meet your customer needs. Customer service agents and agent managers can access the portal by accessing the local host: https://<instance_name>/customer_service/ Customers can access the portal from a button or tab on a company's website. Customer portal headerThe header on the customer portal home page includes several useful customer links. Customer portal searchCustomers can use the search feature on the customer portal home page to search for information related to one or more keywords.Customer portal informationThe main section of the portal home page provides information from, and links to, the knowledge base, the community, and the Customer Support organization.Customer portal user rolesSeveral different roles allow customers to create and edit cases and manage users from the customer portal. Manage customer portal usersUpdate the contact information for a user from the customer portal.