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Restrict customer access to a project

I read on the knowledge base that you can restrict in customer permissions for customers only added to that project but the option does not exist in the UI.

How can I have customers only seeing their projects so that when they go to the portals they cant see the other projects?

Thanks

1 answer

0 votes
Jack Brickey Community Leader Jul 02, 2021

It is rather simple. You only include customers in a specific project that you want them to have access to. If you don’t want them to have access to certain projects then ensure that the customer does not exist as a customer in the project. In this way if a customer goes to a portal they’ll only see project cards associated with those that they have access to.

Hi @Jack Brickey 

I invited customers to a specific project, But by clicking (or changing the URL) on bread crumbles the customer redirects to our Portal and sees all projects we have

Screenshot_4.png

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