顧客が添付ファイルにアクセスする方法をセットアップする

Customers get email notifications whenever someone comments on one of their requests, or tags them in a comment on a work item. Comments may include attachments, which are added to the email notifications. Read more about attaching files to work items.

必要に応じて、セキュリティを目的として顧客が添付ファイルにアクセスする方法を選択できます。

Set up attachment security for customer notifications

顧客への通知における添付ファイルのセキュリティをセットアップするには、プロジェクト管理者である必要があります。

顧客への通知における添付ファイルのセキュリティを設定するには、次の手順に従います。

1. サービス プロジェクトから、[プロジェクト設定] > [通知] > [カスタマー通知] の順に選択します。

2. Under Attachment security, select an option for your service project.

添付ファイルのセキュリティ オプション

ポータルにログインして添付ファイルをダウンロード

Customers are notified that they have attachments in the notification email. To download the attachment, customers need to log in to the portal.

安全なリンクから添付ファイルをダウンロード (ログインなし)

Customers can download attachments using a link, without having to log in to the portal. This option is ideal if your service project uses email as the only support channel.

Links can’t be guessed or accidentally discovered, but attachments can be downloaded by anyone on the web with the link.

Links automatically expire 28 days after they’re generated. You can immediately invalidate a link by deleting the comment that contains the relevant attachment. If you change this setting, it will invalidate all previously generated links.

メール サイズ

Notification emails may contain images if they’re uploaded to a work item.

• If the total size of the email is less than 6MB, recipients will see inline images.

• If the size of the email is greater than 6MB, recipients will see a link which will take them to the portal, and they’ll need to log in to see the images. However, if Download attachments via a secured link (without logging in) is selected, recipients will be able to download images without having to log in.