The Self Service Portal
Learn how to configure the Self Service Portal
By CiviPlus1 author21 articles
My Organisations
Learn everything you need to know to allow organisations to login and manage their accounts via the self service portal
My Cases
Learn how to configure access to My Cases in the self service portal
- Introduction to My CasesGet started with the My Cases functionality so that your portal users can view their cases
- My Cases Initial SetupFind out how to configure 'My Cases' for your users
- Configuring which Case fields are shown to users in SSPUse case profiles to configure which fields are displayed to your portal users
- Allowing users to upload files to a case via the self service portalConfigure which users can upload files via the portal
- SSP Assign Case Roles / Manage people involvedAllow users in your SSP to invite and manage access to cases from within the SSP
Continuing Professional Development
Manage your own CPD and review as part of an Awards pannel
- Configuring CPD in the SSPHow to set up CPD on the Self Service Portal
- Application Review Panel Configuration for CPDHow to configure a Review Panel so that the reviewer can see CPD details
- My CPDManage your own CPD records in the Self Service Portal
- CPD details for Panel ReviewerA Panel Reviewer can view an applicant's CPD details
Other Miscellaneous Settings
Some ways that you can change the look and feel of the SSP
- Review ApplicationsHow to enable the Review Applications tab of the SSP for a user
- CSS injectorFancy yourself as a webdesigner?! You can modify the look and feel of your portal using our CSS injector module
- Creating Self Service Portal Users from CiviPlus ContactsHow to turn your existing CiviPlus contacts into Self Service Portal users