Change Visibility of "Add Alert" Button in Client Portal

Question

• How can I turn off the "Add Alert" feature in Client Portal after ticket submission?
• Can you remove the "Add Alert" button in the Client Portal?

Environment

• One or more Client Portals
• Users with access to the Client Portal
• A submitted ticket
• To Change Visibility of the Add Alert Button: Global TDAdmin Access

Answer

The visibility of the "Add Alert" button when viewing a submitted ticket in the client portal is controlled by global security role permissions.  For additional details on the function of the "Add Alert" button in the Client Portal, see the related article linked to this article.

1. Sign into TDAdmin as a global administrator
2. Click Users & Roles
3. Click Security Roles
4. Click the name of a role you'd like to edit
5. Find the Add Alerts In Client Portal permission in the All sectiohn
6. Check or un-check the box according to your organization's preferences