Turn off Service Desk Portal per Project

[Michael Gaskin]

Hi.

I've got two SD projects, one for the Help Desk and the other for more Application Focused.  We're ready to go live with the end-user portal for the Help Desk, but not the App focused one.  I've dug around but I can't seem to find a place to simply turn off the end-user portal for just one project.  I'm fairly new, so apologies for the noob question.

- Michael

[Susan Hauth _Jira Queen_ · Accepted solution]

Hi Michael,

Quick cheat....just hide all the request types for the one that you want hidden and/or Remove all the customers from the customer team on the one you want hidden.

Hope that helps

Susan

[Michael Gaskin]

Well, of course you can hide them... duh!  <smiles>  Nice catch... Didn't even cross my mind.  Not perfect, but like you said, its a quick cheat.

Thanks!

[Kerry Kelly]

:) solved my problem!

[Muhammad Bilal]

Hey it will Hide all the request type, but how about the project name that are already listed on the main portal, i want to hide them all and not to show to our clients. The client  should see only his portal service desk

[sig]

This answer should really not be accepted as it does not solve the problem.

[Daniel Westgate]

This works for cloud, so i guess it would be the same for server.

If you want to delete a project, so that is cant been seen or actioned via the customer portal, then change the permission scheme, and this will delete the project visabilityfrom the portal, and the ability to raise tickets via the portal.

• go to permissions schemes, find the project you want to edit and click permissions.
• You should then see a permission called "Browse Projects" click remove, this will give you the option to remove "Service Desk Customer - Portal Access".
• Once done refresh your portal and like magic the project has gone.

hope it works for you like it did for us.

[farabitarhan]

Thank you, it worked for me.

This is the answer that is perfect.

[Lluis Benet]

Hello,

either they changed the way it worked but even though I removed the: "Service Desk Customer - Portal Access" as you said, it keeps showing it in the customer portal.

Any other idea?

Thanks

[Madhu Reddy]

Removing the portal access Permission works only when we have One Live Project..

And In my case I have 2 live projects and I completely want to hide the presence of other project to Customer...

Is there any work around for this. @Daniel Westgate @Michael Gaskin 

[Dan W]

If you remove everybody from the Service Desk Customer Role it should remove it from the portal.  They should only see the portals for Service Desk projects they have access to.

[Jeff Wynne]

This should not be this hard. A simple show/hide toggle should be available.

[Fun Man Andy - Old Street_ A Tempo Company]

Still relevant in 2023.... 😬 yikes!

I was messing around with a new portal (JSM Cloud!) and was able to switch if off through Customer Permissions... no sweat.

It's cool cause I can still see it and do all my testing; although if someone was already added to it, they could still see it and I'd had to go through the whole debacle of removing them or changing Group Permissions.

No idea if this is the same for On Prem but hope this helps people

[Katie Pickrell]

This is what I did and it worked like a charm! Was able to prevent certain people from seeing it and allow others to. 

[Philipp Schmiedel]

I want to provide another solution that seems to be working for us. We needed an internal ServiceDesk project that should not be visible in any way for our customers (including the main portal landing page).

Solved it with this setup:

• Customer permissions > Service project access needs to be set to "Customers added by agents and admins" to prevent the project to appear for everyone on the landing portal page (even if you hide all request types)
  
• All our internal colleagues are member of one of the default Jira permission groups confluence-users or jira-software-users. So you can add these as Customers to your ServiceDesk projects -> everyone with a Jira or Confluence license will have access (which should not be your customers)
  
  

I know this solution has some limits, but was the best workaround in our case.

[Andy Greenwood]

Hi Philipp, I want to say thanks for this. You gave me the insight to solve my problem to restrict portal access.

Much appreciated.

[Julian Governale]

This got my vote!  I like this solution as also mitigates the error message received when viewing the project.  In my case since this is an internal IT service desk, our customers are our service management users.  Non service management users cant see it and its allows our internal IT team (service management users) to create issues from the portal if they would like. 

[Carter]

@Julian Governale I have followed the above and still as a logged-in customer, I am able to see our internal service desk portal. Could you please provide the steps to hiding that from the external customer view? I appreciate your help.

[Julian Governale]

For trouble shooting, can you confirm the below

• Customer permissions set to "Customers added by agents and admins"
• Is the user you logged in as currently a customer in the project?
  • On the project navigation - under the Channels & People section, click customers to review the current customers allowed to access your project
• Is the customer you logged in as a user in one or both groups jira-software users or confluence-users?
  • If yes on the above, then this solution wouldn't work since those groups are allowed to see the project

[Carter]

Thank you @Julian Governale  for such a prompt response. Please see my answers below:

1. Yes

2. Yes, the user I am logged in as, is currently a customer in the project.

3. I assigned the user as a member of the jira-service-management role.

I would like to use a new email address to add a new customer, but given all the changes I have made thus far, I am bit confused now as it is still not working.

Would you be so kind to outline the steps for me to add a new customer to the project—so this customer would only see their customer portal and not all the other projects like the attached.

I would like this user to only be able to see the "Carter project" and nothing else.

Thank you for your help.

[Carter]

Figured this out. For anyone having this issue, simply go to all your projects and ensure that the permissions set to "Customers added by agents and admins" for ALL your projects. That did the trick. Thanks for your help Julian. 

[Timo Fitzner]

There is a simple Solution. IDK for how long but it is a hide function. 

Just open your Portal URL -> click on customize -> Edit Homepage layout.

From there you can hide unused Portals. 

[Brian Shipe]

Thank you for adding your comment! I think that's new and is a MUCH easier solution.

[Timo Fitzner]

Definitely. 

I was looking for ages to hide Portals and there it was. The holy grail :D 

[Brandy Beerens]

Its new it wasn't there the last time I looked. Its about time!! :)

[Brandy Beerens]

Removing "Service Desk Customer - Portal Access" from the projects permissions for Browse Projects worked for me. Thank you!

[Brian Shipe]

This worked for me. Thanks!

[Johannes Ludloff]

Worked for us as well! Only downside is that we receive the following error.

[Ellen Beentjes]

I work in a next gen project and can't remove customers. Don't know if that is related. Still looking for a solution to close the portal. Any other suggestions?

[Prasen Gope]

Nothing worked for me. So I had to hide the project to be invisible on the portal. Wish they had a switch to toggle on and off for portal visibility. That should not be that hard! Click here for a step-by-step guide.

The other way is to change the project type from Service Management to a regular software project but for that, you have to create a new project and move all the issues to the new one which is very time-consuming. 

Hope that helps.