Service Desk Portal Different Customer Views

Nicholas Ren

Hi Community, 

In our business, we have two Service Desk projects. 

Credit - for external customer requests

Support Desk - for internal staff requests

 

How do I set my settings to do the following:

- only allow external customers to view Credit and

- only allow internal staff to view Support Desk

 

Thanks, 

Joseph Chung Yin

@Nicholas Ren -

Out of the box, you can control project access via the Portal is by the following -

1) Go to Project Settings >> Customer Permissions in each of your projects

2) Check the option "Customers added to this service project only by agents and admins

3) You will need to clean up your project's Users and Roles to remove users as appropriate.

Essentially, if customers are not added to your project after the above setup is complete, then he/she will not see the project at all in the Portal UI.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.