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How can i only show one project on support portal

Tracy Gilmour March 10, 2022

We are looking to use the same support portal for a number of different client and need a way to restrict their view to only their project - I have read that this can be done but i am struggling to find a way.

2 answers

2 accepted

3 votes
Answer accepted
Max Foerster - K15t
Community Champion
March 10, 2022

Hey @Tracy Gilmour,

after you made sure to change the Customer permissions -> "Service project access" to "Customers added by agents and admins" (from your initial setting "anyone on the web" I guess) you will be able to manage access to the project in the Project setting's "People" overview. Removing any customer listed there from the "Service Desk Customer" role will remove them from the project. That should fix your issue! 😁 🤘🏼. Please let me know if you need additional support.

Best, Max

2 votes
Answer accepted
Mark Segall
Community Champion
March 10, 2022

Hi @Tracy Gilmour and welcome to the community!

For each Project, under Settings >> Customer Permissions Make sure Service Project Access is set to Customers added by agents and admins

This ensures that only customers that have been explicitly added to the project will have access.

Here's additional information:

https://support.atlassian.com/jira-service-management-cloud/docs/set-up-and-manage-portal-access/

Tracy Gilmour March 10, 2022

i have followed these steps but my client can still see all of the other clients accounts, any other suggestions?

Mark Segall
Community Champion
March 10, 2022

How are you managing your customers?  Are they being added manually or through some type of integration?  I would look at the customers associated with each project and make sure that only those who should be on the project are showing.

Tracy Gilmour March 10, 2022

customer are being added manually with 

Project setting -> people ->  add people

Not having much luck with it unfortunately

Mark Segall
Community Champion
March 10, 2022

Can you confirm that you don't have any groups assigned to the Service Desk Customer role on each project?

Tracy Gilmour March 10, 2022

Screenshot 2022-03-10 161742.png

Tracy Gilmour March 10, 2022

these are the setting for my board but i am still seeing other boards for other clients through this log in 

Mark Segall
Community Champion
March 10, 2022

Thanks for the screenshot... You still have the Service Project Access set to Anyone with an account on ... This needs to be changed to Customers added by Agents and Admins

Tracy Gilmour March 10, 2022

can you confirm which permission scheme should be attached to the service desk project?

Mark Segall
Community Champion
March 10, 2022

Apologies, I'm not sure I understand what you're trying to ask.  Can you please be more specific about why you're concerned with permission scheme? 

Tracy Gilmour March 10, 2022

I am wondering if the settings within the permission scheme is causing our service desk clients to see more than we want them to. 

I have change the permissions scheme on the project i want to see within the portal to the default software permissions and this has stopped me seeing my project within the service desk portal however I am still seeing the others with the previously assigned permissions scheme, obviously i want to reverse this so am wondering if anyone has a screen shot of how the permissions scheme should be set up to allow the client to only see their projects within the support portal.

Mark Segall
Community Champion
March 10, 2022

Please see my comment from 6 posts ago.  Your issue remains on the Customer Permissions setting. Your screen shot shows that you have not updated the setting.

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