Customer Portal Access

This page describe how to configure Portal access.

The Customer Portal Access feature allows setting visibility of a particular Portal. By default, all Portals defined in the service desk are visible for all who have access to the Customer Portal. Thanks to our app, you can hide some of them and show only people who should see them, for example, for security reasons.

Steps

  1. Log in to your Jira instance

  2. Click on Settings > Projects > service project which you want to configure

  3. Under Project settings, select Feature Bundle > Portal Access Settings

  4. Click on the team icon to switch to the proper page

  5. Define visibility conditions

The visibility can be set for three parameters:

  • Organizations - the Organizations whose members will see the current Portal

  • Project roles - the project roles whose members will see the current Portal

  • Jira groups - the Jira groups whose members will see the current Portal

At least one rule (restriction) must be met by the user to see the Portal on the Customer Portal.

If you don’t set any restrictions, a Portal is visible and accessible for all.

This feature is compatible with Refined for Jira | Sites & Themes.

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