Fresh terminology for automation rules and components

An automation ‘rule’ is now a ‘flow', and a ‘component’ is now a 'step’. You may notice some inconsistencies in the documentation while we make this change. Read more about the updates in Automation

Set who has permission to send requests to your portal

Your customers will need permission to raise requests for your team to resolve.

When deciding who has permission, you can choose only customers your team adds to the service space or anyone allowed on the customer access settings configured by your site admins.

You must be a project admin to choose who has permission to raise requests via your portal.

To choose who has permission to raise requests in your portal:

  1. From your service space, select Space settings, then Access, then Customer permissions.

  2. Under Channel access, choose your desired permission.

  3. Select Save.


This page is for team-managed spaces

If the lower-left of your service space sidebar doesn’t say you're in a team-managed space, check out these company-managed space articles instead.

Read about the difference between company-managed and team-managed spaces.

 

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