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Permissions on customer portal

Frida Arceo
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November 5, 2024

 

Set visibility permissions so that the client sees information about their cases and not all the cases in the tool.

Or maybe set up profiles so that specific customers see certain information. For example, cases created by the customer user in the Portal and those associated with the "XX NAME OF STORE" organization and store "123, 234, 345."

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Septa Cahyadiputra
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November 5, 2024

Hi Frida,

By default, customer can only see the information about their cases and not all cases in JSM. If they are added to the participant list, then they should be able to view those tickets as well.

With that in mind, we should be able to use automation to add or remove them from the participant list. You might want to look into the smart values identifier documentation to find the smart values that you need to use in your automation rule:

Once you identify it, you could use the documentation below to help you start:

Hope it helps.

regards,
Septa Cahyadiputra

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