I have an issue here with my service management project, currently when a user (customer) will create an issue (ticket) through the customer portal they're able to view and edit their own issue but they aren't able to view other customer issues for example.
User A: Creates issue PS-199
User B: Creates issues PS-200
User A cannot view User B's issue he/she gets the following error:
What's strange to me is I have permissions currently wide open on my project as you can see in my next screenshot:
I even had a play in the permissions scheme and modified the:
Ability to browse projects and the issues within them.
But that didn't seem to have any effect on customers viewing other issues.
Can you guys point me in the right direction? If there's any more info you need please let me know.
Customer's cannot see the tickets of other customers unless they are in the same organisation.
Using your example, what happens when User A adds User B as a request participant to PS-199 using the 'share with' button?
Hi @Liam Green
So just ran out a test and it seems User B is able to view the issue once it's shared with them. So we know now that works great! BUT now how do we get all issues open and visible to all users without having them share their issue each time it's created.
As @Liam Green says,
You currenlty have the option open for customers to share the issue with other people. But the user needs to take the action to share the issue with someone else. Who they can share with, that you have defined as everyone.
A different option is Organisations. When a multiple users are in the same organisation (configurable on your Customers section of your project) they are able to share by default (at creation or later) their issue with the whole organisation.
If you want to share the issue with the whole organisation (as an agent) you can put that organisation in the "organisations" field.
The permissions scheme will have no effect on what you customers can see (except then the servicedesk-portal users group), that only applies to the licensed users.
Edit: you're request to auto share with all users would work if you use an organisation and put all the users in it (doesn't have to be a real name, could be a dummy one just to use the functionality :)) and then you can create an automation rule to edit the issue and set the organisation on creation.
@Gianpaolo Marcogliese I'm glad it worked when you shared it.
@Dirk Ronsmans has given a great overview of organisations above, but if you want a bit more on how to use them then the following link should help:
@Dirk Ronsmans This is great! thank you and so I finally got around to looking into the organizations and managed to make a couple of them threw in a bunch of customers from our sites.
Currently I have the following orgs:
Is it possible to add the organization field as a required field for customers to fill out on the service desk customer portal page.
(I'm able to view and edit the organization field when viewing the issue as an agent, since I've added it to my screen scheme)
Let me know if a screenshot would be helpful to have!
Thank you for your help!
I do not believe it can be set as a mandatory field.
When a person is in an organisation they will automatically have the option when launching a requets to set it as "private" or "shared org x,y,z,..."
The closest you'll get is an automation that at creation checks a few parameters.
Maybe ask their location as a custom field or create your own dummy organisation field as a drodown selection (which you can then make mandatory) on the request form?
Based on that you could add the appropriate organisation through a small automation! (hey that rhymes!)
You both have been extremely helpful, thank you so much I expect given the info provided I have everything I need now. At the moment I've created an automation rule to assign an organization when an issue is created, hopefully my rule works out nicely and I've also added in the "Request Participants" field which I believe is the field that drives the Share feature which Liam you pointed out earlier.
We can mark this as resolved! :)
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