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Is it possible to restrict a User to a specific Brand's Portal?
Idea shared by Michael Breines - September 17, 2014 at 8:31 PM
Under Consideration
Can it be done so that a certain user has access to the Portal (News, KB, Tickets, Community) for only 1 or select number of the Organization Brands?
 
On the surface it seems a User has access to the Portals of all Brands.
 
Perhaps it can be limited with User Roles?

9 Replies

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5
Andrea Rogers Replied
September 25, 2014 at 8:45 AM
Employee Post
Hi Michael,
 
It's not currently possible to limit the brands a user can see. However, when using host headers your portals will have separate URLs. You would want to give the URL to only the users who should have access to that portal. 
 
This has been requested in the past and I can see the benefit; I'll go ahead and change the status of this to an Idea so others can vote on it and give their input as well.
 
Thanks!
Andrea Rogers
Communications Specialist
SmarterTools Inc.
(877) 357-6278
www.smartertools.com
0
Andrea Rogers Replied
September 26, 2014 at 9:38 AM
Employee Post
I can see the need in your case. A work around you might implement is to create private Categories in your corporate brand's Community. Doing this would allow you to limit those threads to only the users with the specific role. You can read more about how to create a private Category here: Create a Private Community Category
 
I hope this helps!
Andrea Rogers
Communications Specialist
SmarterTools Inc.
(877) 357-6278
www.smartertools.com
0
Michael Breines Replied
December 17, 2014 at 6:56 PM
Do I understand correctly that this functionality to restrict a certain user to a certain brand is available in Smarter Track 11 BETA?
4
Ben Santiardo Replied
July 10, 2015 at 8:49 AM
I also want to add my voice into this idea. We just purchased SmarterTrack a few months ago and ran my first "training" class with the first department in our agency that will be using the system. We are planning on using the "branding" feature so that we can have multiple portals for all the different divisions in our agency.
 
We are finding that some divisions want to restrict the creation of user accounts, meaning that an administrator would be creating the account manually for our customers. However there are other divisions that want to allow users to create their own accounts.
 
The problem is that since user accounts are not "Brand" specific, if we have two Brands with competing account creation policies, they in essence step on each other. For example, Brand A has user creation locked down. Brand B has user creation open to the public. In many cases, our different divisions have the same customers (We looked into using departments but that wasn't viable, using brands worked better). So if a customer from Brand B creates an account, they have the ability to submit tickets and such to Brand A's portal. Even though Brand A never designated that user as being allowed to access support from them. Right now the only alternative would be to install them as separate instances completely, which then opens us the need for multiple license purchases and other logistics that are just too cumbersome.
 
Being able to designate on each user account which "Brand" they have access to would be a HUGE step in giving us flexibility on controlling user submitted help requests.
 
We would love to see a Brand auto assigned to a created user account should that Brand allow for public registration...but for those Brands that do not allow it, an admin can edit the User Account and "check" off the private brand so they can gain access. Or...an alternative idea is that any brand that is set to allow public registration will allow any registered user access to the Brand's portal, regardless of whether the Brand is authorized or not, since it is a shared system. However if the Brand is set to "private" account creation, then only those user accounts that have been given explicit rights would be allowed access to that Brand's Portal.
____________________________________
Ben Santiardo, Programmer Analyst
Eastern Suffolk BOCES
1
Michael Breines Replied
January 26, 2016 at 5:40 PM
We're more than a year into this idea. Any chance it will catch on or be implemented?
3
Michael Breines Replied
January 29, 2016 at 11:29 AM
Look forward to updates from Smarter Tools on this one.
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Dikky Yulianto Replied
February 15 at 8:02 PM
I agree with this idea :)
If you work collaborate with your partners company, I think you will like my idea here:
portal.smartertools.com/community/a88643/restricted-privileges-agent-to-see-only-customer-client-with-same-brand-where-customer.aspx
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Merle Wait Replied
March 29 at 9:54 PM
Is there a status on this???? 
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Michael Breines Replied
March 30 at 1:00 PM
It would be great to know an update on this 3 year old request.

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