How to set-up the environment for a customer to be able to browse a dashboard and tickets

samuel.ohayon

Hi all, 

My customer is asking me for access to the dashboard of all tickets from this month, as well as the ability to see the tickets and the answer history in them.

I want to restrict his use as much as possible, how can I do so?

For example I don't want him to see our private notes

Walter Buggenhout

Hi @samuel_ohayon and welcome to the Community!

Your customer can see all tickets from the portal, with limited information, through the Requests section. If there are multiple users from the same company raising tickets, you can make them all visible to that customer by adding these users to an organisation that represents that customer. See this support article collection to learn more.

The amount of information that will be visible there, is limited. But that seems to be what you are after.

To grant users direct access to dashboards and internal ticket information, they would need a product license and additional access to your project. That is indeed something you don't usually give to customers, especially not when you provide support to multiple customers through the same service desk.

A common workaround, is to set up a monthly service call with your customer where you share the details and have the possibility to explain.

Hope this helps!