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Service Desk Customers without Service Desk Customer - Portal security type

Nick Read
Nick Read
Contributor
September 13, 2021

Hi

There are around 800 users with the Service Desk Customer role on our project. About 50 of those do not appear to be granted the Service Desk Customer - Portal Access security type.

 

  • How can I manually grant those 50 customers the Portal Access security type?
  • In the future how can I ensure all Customers on my project have the portal access security type when they're added as customers?
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Jose Luis Gaitan
Jose Luis Gaitan
Community Leader
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September 13, 2021

Hello, @Nick Read . Have you ever tried using project roles . Using them, you can manage roles easily into your project

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Nick Read
Nick Read
Contributor
September 13, 2021

Hi Jose. Yes, I'm using the default project roles - AFAIK Service Desk Customer is one of those.

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