Organize request types into portal groups

Portal groups are used to organize your request types and make it easier for customers to find what they need. You’ll need more than one group for the groups to appear in your 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, select Project settings, then Channels & self service, then Portal.

2. Select the Portal Groups tab.

3. Choose the group you want to add request types to and use the down arrow to open it, or select Create group to create a new group.

4. Select +Add request form and use the search bar to select an existing request type to add. You can add a request type to more than one group.

   • To hide a request type from your portal, remove it from all portal groups. Hidden request types will still show up in search and can be added to topics in your help centers.

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

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

Find out how to organize request types in a team-managed project.