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FreshDesk - Only some customers can view solutions


MBraga
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Good morning,
Can I make certain customers see only certain solutions?
eg customer A (company XX) has customizations that customer b (company YY) does not have. Can I make it so that customer A can see some solutions related to his customizations and customer B does not see them?

Best answer by Keer

Hello @MBraga, I hope you are doing well today, In this case, you can apply the right filters and save

the companies as a segment to make use of them in the visibility section of folders. 

 

Filter the companies 
Saving the view as segment

In the folder settings, you can add the visibility as ‘Visible to Company segments’ and choose the right company segment. You can also segment customers in a similar way and set the visibility of the folder to customer segments. 

You can find more details on setting the visiblity of the solution articles here. If you have further queries, please post them here and we’d be glad to help :)

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2 replies

Keer
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  • June 18, 2021

Hello @MBraga, I hope you are doing well today, In this case, you can apply the right filters and save

the companies as a segment to make use of them in the visibility section of folders. 

 

Filter the companies 
Saving the view as segment

In the folder settings, you can add the visibility as ‘Visible to Company segments’ and choose the right company segment. You can also segment customers in a similar way and set the visibility of the folder to customer segments. 

You can find more details on setting the visiblity of the solution articles here. If you have further queries, please post them here and we’d be glad to help :)


Smith45
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  • June 24, 2021

Thanks for updating about it. It’s helpful.


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