Enabling and configuring the portal

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The portal itself is always available at /portal; what you configure is which modules appear and which contacts can sign in.

Module toggles

In Admin → Settings control the optional portal modules:

SettingEffect
portal_invoices_enabledShow the Invoices section (set to 1 to enable)
portal_kb_enabledShow the knowledge base (set to 1 to enable)

When a module is off, its routes return not available and the section is hidden.

Default ticket board

Portal tickets are filtered to boards you mark as portal-visible. The portal_default_board_id setting chooses which portal-visible board new portal tickets land on; if it is unset or invalid, the system default board is used.

Giving contacts access

Enabling a module does not by itself let anyone in — each contact must be granted portal access individually. See Giving a contact portal access.

Security

The portal login is rate-limited and applies an account lockout after repeated failed attempts. A locked contact can be unlocked from their contact page by any agent with permission to edit contacts.

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