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Organization is shown as "Request participants" in the Customer Portal but not in the Agent Portal

Claudia Huber
October 1, 2024

Hi,

 

in the project settings we've defined that "Customers can search for other customers within their organizations". With this setting the Customer Organisation is added as "Request participants" automatically and shown in the customer portal but not in the agent portal.

 

Why is the Organisation as request participant only in the customer portal shown?

Thanks for your support.

2 answers

2 accepted

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3 votes
Answer accepted
Dirk Ronsmans
Community Champion
October 1, 2024

@Claudia Huber ,

In the customer portal it is shown as "shared with" and there you see both the organization and request participants combined.

In the agent view it is split up in to 2 separate fields

  • Organization which can be multiple
  • Request Participants which can contain multiple but don't all need to be linked to the organization.
Claudia Huber
October 1, 2024

Thanks for your quick reply.

1 vote
Answer accepted
Lucas Modzelewski _Lumo_
Atlassian Partner
October 1, 2024

Check if the field is added to the view screen (Screens in project settings)

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