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Customets for support

Антон Кулиш August 23, 2018

The next problem arose with the customer support. The support service sends an invitation to the client's email address. It is registered in the system. After that, he can log into the system. After entering, he sees other projects and tasks of other projects, although I should not see them. In addition, he can create tasks in projects, in addition to the support service.
How can I restrict access to customer support?
It is necessary that they see only their tasks in the support service, and they could not change anything and create in other projects and tasks of other people.

The second problem is sending letters to customer support. At the moment, emails are sent only to users registered in the system. Clients, already at the invitation of the support letter, are not sent. That is, when commenting on a problem or changing access only to yourself, and clients do not come.
How to solve this problem?

1 answer

0 votes
Jack Brickey
Community Champion
August 23, 2018

You restrict access of customers to projects by ensuring they are not listed as a customer in the project. Keep in mind that if you have a customer in an organization and you have that organization listed under the Customers for the project they will have access.

I'm not sure I understand your second question. However, to manage notifications you need to look at two places:

  • notifications for customer - project > Project Settings > Customer notifications
  • notification for application users - project > Project Settings > Notifications
Антон Кулиш August 24, 2018

It's about the customers of the organization. They can write requests to our support service. They can be registered in the system. We must do so that they could not see other people's projects and other people's tasks.

Jack Brickey
Community Champion
August 24, 2018

I would recommend reading this article and related content.

Customers can open requests in projects where they are listed as a customer or in an Organization associated w/ the project. The can view request opened by others if they have been added as a Participant.

you may also find this thread useful and there are others in the Community about managing multiple customer organizations in JSD. 

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