---
title: Smart Portal
slug: helium-en/smart-portal
description: The Smart Portal: Access and Manage Services Effortlessly. Explore the Service Catalog, open tickets, stay updated with system news, evaluate service requests, and access ticket knowledge - all in one place. With a user-friendly menu that includes options
createdAt: 2021-10-19T01:12:20.000Z
---

The Smart Portal is a feature of the solution that makes the Service Catalog (Business and Support) available to the system users and allows to execute several actions, including:

- Opening a ticket (service request);
- Receiving news about the System;
- Evaluating service request;
- Accessing the knowledge about the tickets to clarify potential doubts.

### Smart Portal

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/pEvOu96eCfyUfGODvVx6v_smartportal.png)

1. Menu Button - clicking this button allows you to hide/display the Smart Portal menu
2. Knowledge Portal - shortcut to access the Knowledge Portal, allows the user to perform the search of information generated within the organization
3. Docs - directs the user to the 4biz product documentation
4. Access System – shortcut to enter the system
5. Notifications - location where system alert messages are displayed
6. User Identification - clicking this option displays the functions to change the access password and exit the system
7. Search - allows the user to search for the services available in the portal
8. Portal - return to the Smart Portal's start window
9. Smartbox - shows the amount of requests that are in the user's shopping cart (active option only when parameter 292 is set to "YES")
10. My requests – directs the user to view their service requests and perform some actions on them
11. Approvals – directs the user to view only those service requests that require approval
12. News - where the news are made available, for example, concerning the organization, the system, etc.
13. Active Campaigns – view active satisfaction surveys
14. Chat - allows the user to create a service request and interact with the attendant about it
15. VoIP - allows the user to make calls directly from the Smart Portal, however integration with VoIP tools is required
16. Language - allows the user to choose the language they want for the system (Portuguese, English or Spanish)

## Before getting started

- [x] It's necessary to have a contract previously registered, the definition of the time of attendance for the request/incident activities. 
- [x] It's also necessary to have registered, in the Smart Portal, the portfolio with services and activities for requests and incidents.
- [x] [Click here](https://docs.run2biz.com/en/parametrization-smart-portal) for more information about thye configuration of Smart Portal parameters

## Procedure  

1. Access the main menu `Processes > Portfolio and Catalog Management > Smart Portal;`
2. When click on the icon "**Menu**", shortcuts to some actions will be presented. It is allowed to view the requests created by the user when click on the icon "**My Requests**", view ticket approvals made by the user, observe news and active campaigns (questionnaires) about the organization.