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How can we restrict access to the help center portal and make it individualized for customers?

Support Sensei March 21, 2024

Hello!

Our aim is to give customers access to the help center portal, ensuring that they can only see the portal with access to the forms. We need to ensure that they can't access any other project information.


In addition, we need to create different accesses to the portal, individualized per client, since we need to have different forms for them. Is this possible? How can we create our client groups, restricting their access to the portal?

1 answer

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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.
March 21, 2024

Hi @Support Sensei ,

Welcome to the community !!

If each customer has different projects, then you can restrict the access from customer permissions section. 

  1. Go to Project settings > Customer permissions (OR Project settings > Channels > Customer permissions for Team-managed service projects).

  2. Under Channel Access, select Restricted - Only people directly invited to this project can submit requests.
  3. Save.

More details in https://confluence.atlassian.com/jirakb/limit-jira-service-management-visibility-to-customers-on-portal-779160886.html

Support Sensei March 21, 2024

Hello! Thank you for your help!

 

we only have one project and we need to create different accesses to the portal for different clients. Is this possible?

Also, how can we create client accesses to the portal, making sure they don't access other information?

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.
March 21, 2024

For single project, We cannot create different accesses for different clients.

Support Sensei March 21, 2024

Thank you @Rilwan Ahmed .

One more question. How can we prevent  a client from having access to other projects?

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.
March 22, 2024

Hi @Support Sensei 

You need to add only required users to the customer permissions. Steps mentioned in 

https://confluence.atlassian.com/jirakb/limit-jira-service-management-visibility-to-customers-on-portal-779160886.html

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