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Customers not able to view issues

web-app

Version 3.6.5

This is pretty basic but I can't figure it out.

To simplify I have 3 projects set up for customers A, B, and C (project A, B, and C) issues as well as a central project (project X) for the entire system with generic issues.

I want to make it so that when customer A is signed in, they can view all issues for project A and only the issues they reported for project X. Likewise customer B would see all issues for project B and their issues for project X.

I set each customer to be part of the "External Users" global group and also a member of the "Customers" project group for their own project and for project X and set permissions accordingly.

The problem is that the user cannot view any issues when they sign in. The projects (A and X) show correctly in the filters but no issues.

When I open the user and view the effective permissions, for project A it shows: View Project Assignable To Issues View Documents Edit Own Issue Create Comment Edit Own Comment Create Issue

For project X, it shows: View Project Assignable To Issues View Documents Only View Own Issues Create Issue Edit Own Issue Create Comment Edit Own Comment

What am I missing?

Thanks,

Dave

dmullen
· 1
dmullen
Replies (2)
helpful
0
not helpful

Ok so I think one problem is that I CANNOT use portal mode because that overrides any ability to view issues other than those created by the customer. Is that the only way to accomplish what I'm trying to do?

If I give up on the idea of letting the customer view anything in project X, is there any way to let the customer view all issues in project A and use portal mode?


dmullen
· 1
dmullen
helpful
0
not helpful

You should be able to do this using portal  mode as it does not enforce "only view own issues".

When the customer logs in s/he will see the issues page with the 1st project selected in the filter, did you try to select all projects afterwards?

The setup you have described should work. If you are still can't make it work then please send an email to support at countersoft dot com and we'll do a remote session to sort it out.


Mark Wing
· 9108
Mark Wing