Create a case from the Consumer Service Portal

task brazil Updated Sep 10, 2026 1 min read create-case-consumer-portal.md
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As a user with the consumer role, you can create cases from the Consumer Service Portal.

Before you begin

Role required: sn_customerservice.consumer

Procedure

  1. Log in to the Consumer Service Portal.

  2. Select Get Help in the portal header.

  3. Choose between Get Product Help and Get Order Help.

  4. Enter or search for a customer.

  5. Enter a product or an order depending on what you selected above.

  6. Enter a brief description in the Subject field.

    Note: When you start entering the subject, the application searches for the relevant content in the knowledge bases configured for the portal and is displayed in the Related Content list.

  7. Add a description in the Description field and add any attachment.

    Note: Currently, the Save as Draft option isn't optimized for Customer Service Management, and it’s inactive by default.

  8. Select Submit.

Result

The new case is created and added to the Cases list. To view the case, select the link in the case creation message or select Cases in the portal header, and then select the case number.

Related topics

View a case from the Consumer Service Portal

Chat with an agent from the Consumer Service Portal

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