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9. External Portals

Open up your amazing workflows to the world

Set up external portals to allow anyone to initiate case or process items

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Create a portal for external users

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Help desk initiation

Allow all your customers to initiate requests on their own without needing to go through an agent

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Extended use cases

Include vendors, third party collaborators, and contract workers without increasing your license count

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Initiate by email

Set up custom inboxes that can accept and start items and requests in a process or case

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Public forms

Create design-friendly public-facing forms that maintain the brand experience

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Restricted access

Block external users from seeing workflow-specific information, internal conversations, and sensitive data

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Extend the reach of your work platform

Explore how you can include external users in your flows