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Customer permission to link assets from the help center

Customers can link assets to their request when completing a request form in the help center if an asset field is available. You can give your customers permission to do this by adding a visible asset management field to a request type.

You must be a project administrator to configure request types.

To add an asset management field:

  1. From your service project, go to Project settings () > Request types.

  2. Select Edit fields for the request type you want customers to link assets to.

  3. Click + Add a field.

  4. Choose Linked assets.

  5. Select Apply.


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 Nov 9, 2020
Cached at 1:21 AM on May 17, 2021 |

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