My App

Customer Portal

Customer self-service portal setup

Overview

The customer portal allows customers to view and create tickets without a full user account. Customers authenticate via passwordless login (email verification code).

Access

Customers access the portal at /site on your domain:

https://yourdomain.com/site

Authentication Flow

  1. Customer enters email address
  2. System sends verification code
  3. Customer enters code to authenticate
  4. JWT token issued for session

API Endpoints

Request Verification Code

POST /api/v1/auth/customer/request-code/
{
  "email": "[email protected]"
}

Verify Code

POST /api/v1/auth/customer/verify-code/
{
  "email": "[email protected]",
  "code": "123456"
}

Returns JWT token on success.

Customer Capabilities

Authenticated customers can:

  • View their tickets
  • Create new tickets
  • Add comments to their tickets
  • View ticket status and history

Configuration

The portal URL is configured via environment:

VITE_SITE_URL=https://yourdomain.com/site

Contacts

Customer emails are matched to Contacts in the system. When a customer creates a ticket, it is linked to their Contact record if one exists.

GET /api/v1/contacts/{id}/tickets/

Returns all tickets associated with a contact.

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