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Hide specific projects in portal

Peng Zhou
Rising Star
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March 17, 2022

Hi all,

 

Currently, I have three projects which means three portals and they should be separated. Is there a way that customers from portal A don't see the other portals?

2 answers

3 votes
Fabio Racobaldo _Catworkx_
Community Champion
March 17, 2022

Hi @Peng Zhou ,

portal visibility, at customer level, depends to customer permissions.

My suggestion is to limit visibility at project level to "Customers who are added to project" and manage customers in project specific section.

If a customer doen't not have access to a project, the associated portal will be not showed to customer.

Please read the following article https://confluence.atlassian.com/jirakb/limit-jira-service-management-visibility-to-customers-on-portal-779160886.html

Hope this helps,

Fabio

2 votes
Piyush A (STR)
Community Champion
March 17, 2022

Hi @Peng Zhou

Yes, you can separate the customer from the portal (projects). In the project settings -> customer permission, change that to the "Customers added by agents and admins"; hence the project in the portal will be visible only to customers added by agents and admins.

You might refer for KB Article related to permission for customer here

If you want to disable a project in the portal itself, then change the browser permission in the project permission  - remove the "Service Project Customer - Portal Access" - This makes the project not available to the customer in the portal.

Peng Zhou
Rising Star
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Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
March 17, 2022

Hi @Piyush A (STR)

Thanks for the quick response. My portal is currently open to anyone, so that's why they can see it all. Do you suppose there is a workaround that only customers of a specific project can see their own portal while the portal access is open to anyone?

Dirk Ronsmans
Community Champion
March 17, 2022

Hi @Peng Zhou ,

Your Help Center (the portal where your project portals are) will be open.

The projects that they see on that Help Center will be limited to the Customers on those projects :)

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