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Group request types in the portal in team-managed projects

Groups are a great way to organize your request types into different categories. In the portal, your request types are shown vertically based on their groups.

You must be an admin to group request types.

To group request types:

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

  2. Click Customize your portal.

  3. From your avatar dropdown, select Portal groups.

  4. Choose from an existing group or select + Add group to create a new group.

  5. Select a group and select + Add request type to choose a request type and add it to the group

Within a group, you can drag and drop request types as required to reorder them. You can also delete groups or remove request types from a group by dragging and dropping them to the left.

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.

 

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