Log in to a Portal
While Users and Customers can reach the Portal without logging in if allowed, functionality is limited until a log in is complete.
To log in to a Portal:
- Provide: http://server/CherwellPortal where server is the location the CSM Browser applications are installed.
This opens the default Site chosen by the system administrator.
Tip: To go a specific Site, specify the Site in the URL (ex: http://server/CherwellPortal/Marketing).
- Depending on the design of the Portal, the User might need to click a Click to login link to log in to the Portal Site.Note: Not all Portals and Sites require login.
- (Customer) Provide the login credentials (User Name and Password).Note: If Windows/LDAP login was enabled, provide the Windows credentials.
- Click Sign-in.