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Sign InSharing with Customers & Customer Organizations
You can share tickets, tasks, and other items with your customers in 3 ways: either by sharing a project, by only sharing the items they are following, or a combination of both.
You share a project with a customer or customer organization by adding them as followers. This allows your customers to view and collaborate on their requested tickets or tasks in the customer application.
Important: The items visible in the portal are dependent on the settings you configured on your customer app.
For details please see the article on Portal Visibility Settings
Add customer as a follower on an item
Customers are automatically followers on items they have submitted. To alter this or to add an additional customer to an item:
Step 1: Go to the item detail panel.
Step 2: Under Requesters & Followers select Add under Customers.
Share a project with a customer
Option A
Step 1: Select the ‘project scope selector’ located on the top left panel.
Step 2: Click the ‘share’ icon next to the project you wish to share.
Step 3: Select the customer(s) to share with by clicking ‘Add’
Option B
Step 1: From any of the main apps (Tickets, Tasks, Projects), select the ‘Action icon’ (three dots) next to any project.
Step 2: Select ‘Share Projects’
Step 3: Select the customer(s) and which project to share with them by selecting ‘Add’
View which projects a customer (or organization) has access to
Step 1: Navigate to the Customers application on the left panel.
Step 2: Select a customer or organization to view the customer/organization profile
Step 3: Select ‘Manage Projects’
Here you will see all projects currently shared with the individual customer/organization. You can also share individual projects with a customer/organization from this screen.
Related Features: