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Knowledge base & design

Configure customer portal shortcuts

Keep customer account, notification and ticket shortcuts easy to identify.

1 min read · HelSup product documentation
On this page
  1. Overview
  2. When to use this
  3. Where to find the controls
  4. Who can make these changes
  5. Before you begin
  6. Follow these steps
  7. Settings reference
  8. Example workflow
  9. Good practices
  10. Important considerations
  11. If something does not work

Overview

Logged-in chrome exposes portal tools as icons so the KB remains the visual focus.

When to use this

A full portal nav on /support/ would turn the help center back into a dashboard.

Where to find the controls

Right side of the /support/ header.

Who can make these changes

Logged-in customers. Anonymous users see Sign in instead of ticket/account icons.

Before you begin

No extra Experience setting — visibility follows portal auth state.

Follow these steps

Sign in via /support/login/. Return to /support/. Use icons for tickets and account.

Settings reference

Notifications use the existing customer notification list.

Example workflow

My Tickets goes to /support/tickets/, not a new route.

Good practices

Keep icon buttons smaller than Add New Ticket.

Important considerations

Available utility controls depend on authentication and portal feature permissions. Test with a customer account, because agent permissions do not represent customer access.

If something does not work

Icons missing while logged into wp-admin only: portal customer session is separate from WP admin.

Continue learning

Configure the customer portal→Configure the help-center header→

Let’s solve it together.

Can’t find what you need? Our support team can help with your next step.

Contact support ↗
LIFETIME PARTNER POLICY

One introduction.
A lifetime of shared growth.

Introduce HelSup to your customers, readers or community. Earn 30% on their first purchase and 20% on every subsequent purchase and renewal throughout their customer lifetime with HelSup.

Read our invitation to partners ↗
30%FIRST PURCHASE
20%Every subsequent
purchase & renewal

From recommendation to reward

  1. 01

    Get your personal link

    Sign in to your HelSup customer account and open Partner program to access your referral link.

  2. 02

    Recommend with confidence

    Share the link in a useful review, tutorial, customer proposal or with your community. Explain your partner relationship.

  3. 03

    Track your commission

    Follow attributed purchases and commission status in your partner dashboard. Eligible commissions are reviewed before payout.

YOUR LINK, IN PRACTICE

What does a referral link look like?

https://helsup.com/?ref=HS-EXAMPLE

Here, HS-EXAMPLE illustrates a partner code. Your dashboard gives you your own code and complete link. Copy that full link and share it with the customer; do not use this example as your personal link.

For example: “Looking for a customer support solution? Explore HelSup through my partner link: [paste your personal link here].” When an eligible customer purchases through your link, their first purchase earns 30%; later purchases and renewals earn 20%.

Open my partner dashboard →
YOUR CUSTOMER RELATIONSHIP KEEPS WORKING

A $100 first purchase earns $30.
A later $100 purchase or renewal earns $20.

Illustrative amounts, after discounts and excluding tax.

A customer relationship that lasts

30% first, 20% thereafter. Receive 30% on the customer’s first eligible paid purchase, then 20% on subsequent purchases and renewals throughout that customer’s lifetime on HelSup.

From link to lifetime attribution. The initial referral link is remembered for 30 days in the same browser. Once the referred customer’s first paid purchase is recorded, their partner relationship continues without needing another referral click.

Completed payments. Commission is calculated after discounts and before tax. Free orders and self-referrals do not qualify. Refunds reduce or reverse the associated commission.

Review and payout. Earnings appear as pending until reviewed by HelSup. Payout is processed manually after approval. Contact partner support for payment arrangements.