We are offering Client Service Desks to our client - and every client has their on Project and with that own Service Desk portal.
For most customers I can use the following setting - making sure that only Customers from this Client are able to access this portal.
Project Setting - > Customer Permissions -> Raising Requests -> Customers who are added to this service project.
However for one customer - we need to be open to requests by email so then I need to use the following Customer permission settings.
Project Setting - Customer Permissions -> Raising Requests -> Anyone can raise a request on the customer portal or by email
Problem: All clients are now able to see the Service Portal of the client that has it set to open, when they access our Support area.
Question: Is there anyway we can limit this - maybe by excluding customers?
Yes, then you need to only allow customers form hat client to that project.
Suggestion would be to change the customer permissions to restricted on this project, so only invited customers can access this project.
Unfortunately that is not an option as I need the project to be able to receive emails. Only way to do that is to keep the permissions open, causing it to be visible to other Clients.
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You cloud look at setting at creating a 2nd help center, that only has this project and remove the project from the main help center.
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That should actually work.
Only now running into the second issue - I'm on Data Center and not on Cloud in this case. Not sure if this is an option for Data Center.
Thanks for the help so far - learned something new, which I like.
Mirjam
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I overlooked this, this is a Cloud only function.
This function doesn't exist on DC.
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