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Change project customer permissions

Based on the portal-only customer access settings, a project admin can choose to open up a service project to any customer who raises a request, or limit it to customers added by their team. They can also choose to let customers share requests with anyone in their organization or only people who have access to the same service project.

If you're a project admin, to view or change customer permissions for your service project:

  1. From your service project, go to Project settings > Customer permissions.

  2. Under Service project access, select who can access the help center and send requests.

  3. Under Customer sharing, select who customers can share requests with.

  4. Select Save.

Learn more about how customer access settings impact project customer permissions.

This page is for company-managed projects

If the lower-left of your service project sidebar says you're in a team-managed project, check out these team-managed project articles instead.

Learn more about the difference between company-managed and team-managed projects.


Last modified on Oct 6, 2021
Cached at 8:54 AM on Oct 20, 2021 |

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