Hello, @svamann .
Your requirement can be fulfilled with WoodsPortal— a deeply integrated HubSpot app that lets you create advanced customer portals directly on HubSpot CMS pages.
You can control user access on two separate levels.
- Ticket access is controlled via association labels. So, associated tickets (or custom objects) will be visible to a user in the customer portal only if the required association label is set.
Example: These three tickets are associated to a contact in HubSpot.
- The first ticket will be visible when the contact logs in to the Customer Portal.
- The second ticket will be visible in the Customer Portal and Partner Portal.
- The third ticket will not be visible in any portal.
The same concept applies to companies and other objects for record visibility in the portal.
2. You can create a blanket rule to grant/ restrict specific users’ access to company-associated tickets.
This contact property check dictates that only users with a ‘Primary Company’ association label will be able to view all company-associated tickets. Currently, we only support ‘Primary Company’ associations, but we are going to introduce more association label options in the future.
Some additional capabilities that might be relevant to your use case:
1. The solution logs timeline events whenever a contact views/ creates a ticket in the portal. These events display on the contact activity timeline, and can be used to trigger workflows.
2. Customers can leave notes on tickets, which sync with HubSpot notes, creating a threaded conversation format. Notes are also logged as events and can be used to trigger workflows.
Please book a demo if you’re interested— Book a WoodsPortal Demo | Experience Secure Customer Portals Inside HubSpot
PS: Any of the following HubSpot licenses is required: Content Hub Professional, Sales Hub Enterprise, or Service Hub Enterprise.
Thanks,
Saurav Roy
Co-founder, WoodsPortal