Configure ticket permissions in the customer portal based on contact properties

After you've set up your customer portal, you can manage what tickets customers can access. You can choose to allow customers to view only their own tickets, allow customers to view all tickets from their company, or allow a specific set of customers to view all of their company's tickets based on defined contact properties.

Configure customer ticket permissions based on contact properties 

To control which tickets customers can view, set contact properties so that only contacts who meet your criteria can view all company tickets.:

1. In your HubSpot account, navigate to Service > Customer Portal.
2. In the Customer Ticket Permissions section, select Allow a specific set of your customers to view all tickets from their company. 
3. Click Set contact properties.
   
   
4. In the right panel, click + Add filter to set the criteria. 
5. To add a new filter, click + Add filter in the AND or OR groups. When you set a filter with AND, records must meet all of the criteria in the filter group to be included in the view. When you select OR, the records must meet the criteria in at least one filter group to be included in the view. Select the property you want to filter by, set criteria for the property, then click Apply filter.
6. To duplicate a group of filters, click the duplicate Clone icon above the group. When you clone a group, the new duplicate group will follow OR logic.
7. To remove a property, click the delete Delete icon in the top right of the filter.
8. To remove a group of filters, click the delete Delete icon above the group.
9. Once you’re done, click the X in the top right corner. Your filters will be applied, but you must save the view for the filters to persist.
10. Click Save.

Learn more about managing customer portal settings.