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Can we allow customers to raise the ticket/service request without creating an account or signing up

Hi,

Can we allow customers to raise the ticket/service request without creating an account or signing up?

 

Regards,

Kiran Ghuge

1 answer

1 accepted

4 votes
Answer accepted
Alex Koxaras _Relational_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Jan 15, 2023

Hi @Kiran Ghuge 

Yes you can do that! Please take a look at these articles:

From the above documentation:

Customers can access and send requests from the portal without logging in

Select this setting to set up open portals in your help center. It will also allow a project admin to be able to let ‘Anyone’ view articles from a linked space in the open portal. Learn more about managing who can view knowledge-base articles.

If selected, customers will be able to view the portals without logging in. However, a customer must enter their email address to send a request. An account will be created for them when they raise a request, and they will need to set a password and log in to view their request.

If not selected, customers will need to log in to view the portal and send requests.

a perfect. 

 

Does this tric also works when someone is sending an e-mail, without logging on or being a customer in the project?

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