One of my agents added a customer to portal customers for one of his projects. All of a sudden he noticed 25 other portal customers show up on his list of customers for his project. Is it possible if anyone could have invited or added these customers to my agent's project without him finding out? Is this a field that a customer gets to fill out when creating an issue meaning share this issue with whomever they want by simply typing in the person's email address? Is this something i can fix via customer permissions? Please ask for clarification if needed. Thank you.
the question is how are your customer permissions set. If it is "Customer my team adds to the project" then the only way they can be added is by an agent/admin. If "Anyone can send a request..." then they would pop up when an email is sent.
We checked the customer permissions for that specific project and sit was set to "customers my team adds to the project"
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
If these customers add other people/customers do those new customers have the same permission as the original customer?
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Does this have to do with organizations and customers having the same email domains?
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
If you have an organization that is shared on multiple projects then the customers are shared as well. So adding a customer to an org in one project will add that customer to the other project(s).
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Online forums and learning are now in one easy-to-use experience.
By continuing, you accept the updated Community Terms of Use and acknowledge the Privacy Policy. Your public name, photo, and achievements may be publicly visible and available in search engines.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.