Set "Customers who are added to the project" as default for "Who can raise requests?"

Question

Hi there,

I would like to set "Customers who are added to the project" as default for the customer permission "Who can raise requests?".

The problem is that if I create a new project, for a short time EVERY customer is able to see this project. I am not willing to let all my other customers know, who else is a customer of mine.
Also what if I forget to change this permission one time!?

The default really should be changeable. Is there a way to do so?

Thanks in advance.

unknown · Answer

Hi @H K,

When creating a new project, if you choose the option "Create with Shared Configuration" and use an existing SD project you are happy to share configurations with, the options you chose in the customer permissions panel should port over without copying over the customers.

You can test this out and see if you are happy with the results without anyone having access.

Hope this helps.

H K_4o5qpi · Answer

I create a new project with the "Customer service" template:

unknown · Answer

Hi @H K,

Could I see your project's global permissions? Also, could you tell me if you create new projects with a shared configuration or using a built-in template?

Thanks