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Change project customer permissions

Based on the customer access settings configured at the site level by site admins, a project admin can choose to open up a service project to any customer who joins the site, or is added to the service project. 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. Learn more about how customer access settings impact project customer permissions.

You need to be a project admin to manage customer permissions.

To view or change customer permissions for your company-managed 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.

To view or change customer permissions for your team-managed service project:

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

Service project access

Choose who can send requests to your project via email or the portal:

Anyone allowed on the customer access settings

This option defaults to the permissions inherited from the site’s customer access settings set by your site admins. Depending on those settings, people who can send requests to your service project can be:

  • Anyone allowed on the site’s approved domains

  • Anyone on the web

  • Anyone on specific domains

  • Anyone with an account on the site

Learn more about configuring customer access settings

Customers added to this service project only by agents and admins

Only customers added to the current service project by an agent or admin can access the portal and send requests.

Customer sharing

Control how existing customers can find other customers and share requests with them:

Customers can search for other customers within their organizations:

  • Customers can use search to find other customers in their organizations, and share requests with them.

  • If a customer isn’t in an organization, they won’t be able to share requests.

Customers can search for other customers within their organizations, or manually enter the email address of other customers within their project:

  • Customers can use search to find other customers in their organizations, and share requests with them.

  • Customers can share requests with other customers in the project by typing their email address.

  • If Anyone on the customer access settings (with Allow customers to create accounts in customer access settings) has been selected above, customers can also share requests with any email address. Sharing with an email address that doesn’t match an existing customer will invite them as a new customer.

Customers can search for other customers within their project or organizations:

  • Customers can use search to find other customers in their project or organizations, and share requests with those customers.

  • Choose this setting if you’d like to allow customers to choose approvers.

Learn more about grouping customers into organizations

 

Additional Help