Hi Craig, I believe this has since been fixed.
You can now change the default value for whom the ticket is shared with from being the Organisation of the customer to "No one". The easiest way to do that is to go to "Project settings"> "Customer permissions" and then click on the hyperlink that says "Change the Global settings".
Then, you can change the "should new requests automatically be shared with a customer's organization?" to "No, don't share . . .". This then changes the default value in the share with.
Does this solve your problem? The final output is that it defaults to "No one".
I couldn't find this setting based on the above instructions. However, it was useful as I knew it must be there somewhere. It may have moved.
I went to:
Hello, about the option to share the ticket with other users, it turns out that by default when we are creating tickets, it is shared with a default user different from the creator, for example it is shared with client1, and when we delete that user (client1), we no longer allows creating tickets and shows error because it cannot find the user with whom it is shared by default. Could you please help me see where I should check to remove the default user. Thank you
@Craig Doran, what do you mean by share with group? Are you saying that a group of users are added to the watchers or participant fields or something else. There isn’t any default to do this so I suspect that maybe there is some configuration or automation set up in your project. But I may be missing you point here.
I have a group of customers all added to a GROUP.
When one customer creates a request at the bottom of the request ticket there is Share With option. It is defaulted to Share with group but customer can use drop down list to Share With No One. I find that customers in a group don't necessarily want to get everyone elses request tickets. But unless each customer changes this default share with setting, they each get the ticket
Craig, thanks for hanging in there. I just did a bit of research into the docs and below is what I found. So in fact it appears you cannot change the default unless you were to have the customer in more than one Organization. I was thrown off a bit by the "group" term and am assuming you are using Organizations. When I saw group i was guessing you might have a custom drop down field but it seems that this is the standard Participation field. Please let me know if this is on the right track.
In the customer portal, agents and customers can add participants by selecting Share. Participants receive an email notifying them that they are participating in the
If a customer is in an organization, they can also share the request when they raise it. By default, the request is shared with the customer's organization unless they select Private request.
If the customer is in more than one organization, the request is private by default.
Hi... I recently added in a number of customers into 2 separate organizations since their 'Share With Organization' field was not set to Private. However, since adding them into a new organization, the recent organization I just created is now populated by default, not private. Any suggestions?