We are looking to use the same support portal for a number of different client and need a way to restrict their view to only their project - I have read that this can be done but i am struggling to find a way.
Hi @Tracy Gilmour and welcome to the community!
For each Project, under Settings >> Customer Permissions Make sure Service Project Access is set to Customers added by agents and admins
This ensures that only customers that have been explicitly added to the project will have access.
Here's additional information:
https://support.atlassian.com/jira-service-management-cloud/docs/set-up-and-manage-portal-access/
Hey @Tracy Gilmour,
after you made sure to change the Customer permissions -> "Service project access" to "Customers added by agents and admins" (from your initial setting "anyone on the web" I guess) you will be able to manage access to the project in the Project setting's "People" overview. Removing any customer listed there from the "Service Desk Customer" role will remove them from the project. That should fix your issue! 😁 🤘🏼. Please let me know if you need additional support.
Best, Max
i have followed these steps but my client can still see all of the other clients accounts, any other suggestions?
How are you managing your customers? Are they being added manually or through some type of integration? I would look at the customers associated with each project and make sure that only those who should be on the project are showing.
customer are being added manually with
Project setting -> people -> add people
Not having much luck with it unfortunately
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