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Organize request types into portal groups

You can group request types to make it easier for customers to find what they need. You’ll need more than one group for groups to appear in the customer portal.

You must be a project administrator to organize request types.

To organize request types in a company-managed project:

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

  2. Select the Portal Groups tab.

  3. Choose the group you want to add request types to, or select Create group to create a new group.

  4. Select Add request form and search for an existing request type to add. You can add a request type to more than one group.

  5. Drag and drop request types to rearrange them within your groups.

  6. Drag and drop groups to re-arrange them in your portal.


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 Apr 6, 2021
Cached at 4:43 PM on Oct 20, 2021 |

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