Do customers actually need to log in to the portal or not?

Nick Read_3a3vyu

I don't want customers to have to log in or create an account in order to view issues on the portal. This is so a) people can raise issue quickly and easily and b) approvers can click on a portal link and approve without having to log in.

 

I'm confused about whether this is possible.

 

In the customer permissions settings for my project, under the question "Choose who can send requests to “Project” via project.email@example.com or the portal" I've ticked Anyone on the web.

 

This seems to conflict with the customer permission settings in the global admin management (cog > products >JSM > configuration): "Can customers access and send requests from the help center  without logging in?". This is currently set to no.

 

Can anyone help explain this apparent conflict?

said kouzibry

You can set up your customer permission to give your customers the ability to create issues without logging in, this can be done by going to Poroject settings -> Customer permissions and set them as below : 

Then click on change the Global settings and allow anonymous creation like so :

This will allow your customers to create issues without logging in but they will still need to create an account and login to search and view issues.

 

To answer your question about the confusion those settings might cause :

• The setting "Choose who can send requests to “Project” via project.email@example.com or the portal" is for requests created throught emails sent to your project's email address
• The global setting "Can customers access and sed requests from the help center without logging in?" is about creation through the customer portal

 

Does this answer your question ? 

Please let us know if you need further information.