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

[Support Sensei]

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?

[Rilwan Ahmed]

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]

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]

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

[Support Sensei]

Thank you @Rilwan Ahmed .

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

[Rilwan Ahmed]

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