Adding customers from different pages

Nick Savage June 29, 2021

What's the difference between adding Customers via Channels & People > Customers using the "add customers" link, and adding them via Project settings > People using the "Add people" link?

If I add them Channels & People > Customers using the "add customers" link, they automatically show up within Project settings > People (with "Service Desk Customer" role).

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Daniel Ebers
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July 4, 2021

Hi @Nick Savage

coming across a likely identical question from Adrienne I suggest having you a look into the answer from Tessa.


Please do let Community members know if this shouldn't have addressed your initial question.

Regards,
Daniel

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