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Customers invited to a portal automatically added to other projects

Katerina Moucha November 18, 2022

When we add a customer to an organization of a portal, they automatically get added to our other portals.

How can we change that and when we invite customers to a portal they only get added to that?

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Rilwan Ahmed
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 18, 2022

Hi @Katerina Moucha ,

Welcome to the community !!

If you want to restrict customers to a specific project, you must change the "Customer permissions" to "Customers added to this service project only by agents and admins".
This option means that only people that admin/agent adds to a project will be able to access the portal and open tickets for that project.

i.e. Go to project settings --> Customer permissions -->select "Customers added to this service project only by agents and admins"

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