End customers and sharing: how-to

Creating an end customer

In New request (/o/<your-organisation>/tickets/nouveau), pick an existing end customer in the “End customer (optional)” field or type the name of a new one: it is created with the request and the requester is linked to it.

Finding an end customer’s requests

In the request list, use the “End customer” filter. The end customer’s name also appears on each request.

Sharing requests with a contact

1. Open Settings › Requesters and end customers (/o/<your-organisation>/parametres/demandeurs).

2. On the requester’s row, use “Share all requests”: they then see all of their end customer’s requests on the portal.

3. Withdraw sharing at any time; every grant and withdrawal is logged.

What a requester sees

On the portal: their own requests, those they take part in and those shared through their end customer. Only public messages are shown, never internal notes.