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Help desk doesn't allow costumers to send issues without registration.

Patricia Nora
Contributor
July 3, 2023

Hi, 

I have a Help Desk where anyone should be able to fill up the forms and create and send issues.

Checking other posts I have so far checked that the permissions to create issues include the Public.

image.png

My security scheme is the following:

image.png

When trying to create an issue from a non-registered user, I still receive a message saying that the self-registration is disabled. (sorry the message is in spanish)

image.png

Haw can I enable it?

Thanks!

1 answer

1 accepted

2 votes
Answer accepted
John Funk
Community Champion
July 3, 2023

Hi Patricia,

Check the Customer Permissions settings for the project. 

Go to Project Settings > Customer Permissions and see which options are selected. 

Patricia Nora
Contributor
July 3, 2023

Hi John, 

I have selcted the following:

image.png

I have also checked the Customer Access page and it also seams to be correct:

image.png

image.png

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John Funk
Community Champion
July 3, 2023

Have you tried using the Permission Helper to see what it says? 

And does the Customer already have an account? 

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Patricia Nora
Contributor
July 3, 2023

I used the permission helper with an anonymous user (I can't check it for not registered users), and this are the results:

image.png

It says that the user is not included in the security level, but I have the Service Project Customer - Portal Access included in the security level

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John Funk
Community Champion
July 3, 2023

Yeah, that's what I suspected. The user is not really a registered user yet the first time they submit the Form. Therefore they are not passing the Issue Security level. I am thinking you might have a security level that allows everyone (if that is possible) and then change it to the security level above after it is created. 

Patricia Nora
Contributor
July 3, 2023

Hi John, I think that would be a good solution.

I'll create a new security level to include everyone and create a new automation to assign the issues to our security level.

Just a question, wich options should I select in the new security level to include everyone?

image.png

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Patricia Nora
Contributor
July 3, 2023

I set the default security level to none, but it still doesn't work.

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John Funk
Community Champion
July 3, 2023

Try using Reporter

Patricia Nora
Contributor
July 3, 2023

Still not working...

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John Funk
Community Champion
July 3, 2023

Not sure that you are going to be able to do that with issue security turned on. 

Another option would be to try to create the issue with a standard existing user, capture the email of the person somehow and then update the Reporter field with the email address after the issue is created. But I don't know what the ramifications of all of that might be. 

Patricia Nora
Contributor
July 3, 2023

Ok, I'll keep trying. Thanks!

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Patricia Nora
Contributor
July 5, 2023

Just to close the thread, the issue solved itself yesterday.

Apparently all my configuration was correct.

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John Funk
Community Champion
July 5, 2023

Great! Glad it is working for you now. 

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