- Navigate to Forms from the menu.
- Select the form on the left.
- Select the Settings tab.
- Toggle on Allow in portal to publish this form on the Client Portal (for the specified clients).
Forms
Publish a form
Publish a Gorelo form to the Client Portal for client self-service, with options to scope visibility to specific clients or make the form available to all.
Forms can be published on the Client Portal for self-serve. If a client is specified, then it will only be published on their portal. If no client is specified, then it will be published on the portal for all clients.
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Assign a contact to a clientAutomatically associate inbound emails and tickets with the right client in Gorelo using email address rules, contact mappings, and domain assignments.
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