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Organize your 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 customer portal.

You must be a project administrator to organize request types.

To organize your request types into groups:

  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 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.

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

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

Last modified on Aug 13, 2021
Cached at 5:36 AM on Oct 25, 2021 |

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