Customer Registration & Access Issues in Help Center

[Antonia]

Hello,

I have created a test account so that I can test the Help Center. And now I'm in the Help Center with this account.
What was strange at first was that I had to completely register my account with a password. Is there no way that our customers don't have to register, but can just enter their e-mail and then receive e-mails from us when we write something in the ticket? Because if a customer registers, then they have access to the assets and it shouldn't be like that. (First try to test the help center)

The next point is that when the customer is in the Help Center, they only see the knowledge base articles. But all the service requests that are stored there are missing.

Here are the Customer access settings:

I also tried to add a domain, because our customers are our colleagues and we all have the same domain, but it doesn't work either. When I tried it, it says "Access could not be granted. Please use a different e-mail address and try again."

[Marc - Devoteam]

Hi @Antonia 

How are the customer permissions set on the project?

To open or restricted?

The settings you are looking at are teh global JMS permissions, not the project ones.

The option in the bottom, that you have set allows anyone one on the internet to get on your portal, if they are aware of the URL

If you want to only allow internal company members to use the portal, uncheck this box.

[Antonia]

Hi  @Marc - Devoteam ,

Unfortunately, I don't know what the customer permissions are in the project. I also tried to find out, but I couldn't find a solution. My last status was that I ended up here, but it doesn't say anything:

And I've already written to support, I don't want my customers (internal work colleagues) to have to register there. So they should just enter their email there and then we get the ticket and then we can also write our answer in the ticket and then the customer gets a message by email. This setting didn't work anyway, then the message came that access was denied.

[Antonia]

Oops I found it. Its restricted. Should it be that?

Its under customer permissions

[Marc - Devoteam]

Yes, restriction means, that only customers added to project can see the request types.

To have it open for anyone, you need to use the public option.

[Antonia]

So I have set the project to “open”, and in the Customer Access settings at the bottom I have activated the checkbox “Customers can access and send requests from the portal without logging in”, but you still have to log in with a password. Even if I uncheck the box, you still have to log in with a password. Is this normal?