Overview
The Practifi Success Portal is the space to gain more knowledge about Practifi, access support assistance or suggest improvements and extensions to the product. This article covers the separate sections of the Practifi Success Portal and its functionality.
Knowledge Base
The Knowledge Base within the Practifi Success Portal is where users and administrators alike can learn about the key functionality of our product. Our articles are separated into two sections on our website: User Guide and Admin Guide. Select the corresponding tile on our Practifi Success Portal homepage to access these sections and view all articles.
Articles within the User Guide section of our Knowledge Base are designed for the standard user of Practifi and provide an understanding of concepts and instructions on using the functionality within the product. Our Admin Guide contains articles intended for a System Administrator within your organization, and they are generally more technical in nature.
Understanding Article Types
Our articles are segmented into three types: enabling or creating, understanding and using. The type of article is generally designated within the article title. The meanings behind these titles are as follows:
- Enabling or creating - Typically, System Administrator-focused articles that outline the setup of specific functionality within Practifi. These articles may cover the steps needed to access the functionality, such as enabling an integration or creating the functionality from scratch, such as Creating Processes.
- Understanding - These articles define and outline concepts within your organization to give a high-level understanding.
- Using - These articles cover the day-to-day use of the functionality and outline how to access the functionality within your organization.
What if the Article Did Not Answer My Question or Concern?
If our article within the Knowledge Base did not answer your question or concern, please contact our team through Practifi Support. Our Support team is available to help you resolve issues within your Practifi instance and provide answers to your questions through our ticketing system.
Practifi Support
The Practifi Support section of the Practifi Success Portal allows your administrator users to submit new requests/tickets. Our Support team will then review the ticket and respond to assist you with your questions or concerns.
Accessing Practifi Support
On the Practifi Success Portal, all tickets/requests submitted to Practifi Support and ideas submitted to the Ideas Community can be viewed by selecting the My Requests tile on the homepage.
To submit a ticket to our Practifi Support team, select the Submit a Request button in the page header. For more information on the best practices around what to include on a ticket to Practifi Support, please consult our How Can I Get My Requests Resolved Faster? article.
Ideas Portal
Occasionally, while using our product, you may want to suggest improvements or extensions that would be handy for your firm and that you think would add value to other users of Practifi. Our Ideas Portal is where these ideas are submitted and reviewed by our team for potential additions to the product. In addition, ideas submitted by others can be viewed within the Ideas Portal and upvoted if you agree with the suggestion. This helps our team gauge the interest of our users in specific ideas.
Access the Ideas Portal by accessing the Practifi Success Portal and selecting the Ideas Portal tile. You will be redirected to our Ideas Portal login page. If you need access to our Ideas Portal, contact your CSM for assistance in setting up credentials.
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