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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?


1 answer

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Jack 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.

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