Forum Discussion

John Burkard's avatar
John Burkard
New Member
8 years ago

Customer Portal - Visibility of Incidents

Is it possible for a customer to track an incident in the customer portal that they did not create themselves?
  • I believe if you give the Customer "Customer Admin" rights, they will be able to see & comment on the tickets that anyone within their company submits.
  • Mary Forbes's avatar
    Mary Forbes
    Active Contributor

    We have different business units and set each one up as a "company" and associate users with their "company".  The managers in each business unit are given "company access" in their customer profile, vs. "standard access".  When the managers are in the customer portal, there is a drop down in the upper right corner that allows them to see all the people (in their company) or specific people's tickets, last ones with updates, open or closed and to search tickets that were submitted by customers in their "company".  It takes a little maintenance to make sure new customers are added to the company, other than that...we love the feature. And they can make comments too.