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Customer portal access per service project

Rowell
Contributor
April 24, 2022

Our firm creates one service project per customer. That means we have one organization per service project. As much as possible we don't want to display the list of all of our customers in the portal for everyone to see.

Not so much much of a problem but is there a way that the customer for that organization only sees the service project dedicated to them and hide the rest?  

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Rowell
Contributor
April 24, 2022

I was able to experiment on this by setting the Customer permissions per project to Customers added by agents and admins. Adding explicitly the organization and customer to that project will enable them to see only the service project they are assigned to.

If the other service project are configured the same, this will allow only the customer of the organization to view their respective portals.

If the Customer permissions is set to Anyone on the web (without logging in), all customer are able to see the service project.

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