How to handle multiple clients under one project

[Rohini Gautam]

I need to setup one Support project and handle multiple clients. They need to be independent and should not access to each other portals

[Ste Wright · Accepted solution]

Hi @rohini_gautam 

You'd need separate Projects to have separate Portals at a simple level.

Are their Request Type forms going to differ? You can setup JSM to have multiple clients in one Project, using the same forms, but limit their visibility of requests to each specific Organization. See this help page as a good starting point.

It depends on more specific needs here - if you can explain how these clients need to be setup, we can provide more specific suggestions :)

Ste

[Rohini Gautam]

Yes the request type and workflows would remain the same. Need to limit the access between the clients. Thanks for pointing to the page , i will check the page.

[Ste Wright]

Organizations and Customer Permissions will handle that.

You can have as many customers as you like in one Project :)

Ste

[Brant Schroeder · Accepted solution]

@rohini_gautam Welcome to the Atlassian community

Each project has a single portal associated with it.  If the Customer Request types are the same for both clients then it should not be an issue to have them in the same portal.  

We have thousands of clients that share the same portal.  Each client can only see the Requests that they submitted or ones that have been shared with them through their organization or they have been added to as a request participant.  

Is there specific concerns that you have with having a single portal?

[Rohini Gautam]

Planning to migrate from Zendesk and I am planning on how the setup can be done. Earlier, I had setup different projects for different clients which was cumbersome and difficult to manage with growing clients. So I was checking if it is feasible to have one project

The request type , the workflows would remain the same across all clients. Just need to ensure the client A doesnt have access to client B.