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Set who has permission to send requests to your portal

Your customers will need permission to send requests in order to use your customer portal.

When deciding who has permission, you can choose only customers your team adds or anyone without logging in.

You must be an admin to choose who has permission to send requests in your portal.

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

  1. From your service project, go to Service project settings () > Channels > Customer permissions.

  2. For Who can access the portal and send requests?, choose your desired permission.


This page is for team-managed projects

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

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

 

Last modified on Mar 14, 2020
Cached at 3:48 PM on Aug 4, 2021 |

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