Portal Ticket Visibility

[Paul Trenter]

I was wondering if it's possible to open up the portal tickets visibility so that users within an organisation can see open tickets from others within that same organisation, rather than just the tickets they have raised?

I can work around by creating generic accounts rather than individual but would like to know all options.

[Steven Boardman]

Hi @Paul Trenter this should already be available for you via the customer portal.

Contact's at a given organisation can be given the rights to view other requests raised by other contact's at the same organisation.

Against an organisation record navigate to the requests section and use the Portal Access link - this will show you all contacts for the organisation and you can decide which are allows to view requests raised by their organisation on the customer portal - also selectively allow contacts to cancel service requests if no longer needed. 

 

Hope that helps

Steve

[Paul Trenter]

Thanks @Steven Boardman, that's exactly what I was looking for.