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Customer view ticket without creating account

Ivar Chan
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August 11, 2021

When a customer clicks "View Request" in an email it opens a webpage requesting a login/account creation.  How can I change the settings so the customer does not have to create an account?

 

Screen Shot 2021-08-11 at 11.57.34 AM.png

2 answers

0 votes
Cristiane Xavier _She_Her_ August 11, 2021

In projects settings > customer permissions, under "choose who can send requests to (...), you can choose the option "anyone with an account on https:// (...)". So, your customer doesn't need a login, but it will be open for everyone that has the link. 

Please, Let me know if it works for you. 

0 votes
Jack Brickey
Community Champion
August 11, 2021

While a customer can use email to create and comment on requests they would have to login to view requests in the portal. Any link provided with in the email will resolve to the portal. Without logging in there would be no way of knowing what to display to a user.

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