Inside the helpdesk there is a customer option for referance find the screenshot
but outside the portal there is no name like customer can i know where it will be in search if i type customer there is HD customer name but if i check roles and permission their i couldn’t able to find for referance find screenshot
Can anyone assist me
You can search for “HD Customer” using the search bar. I think “HD Customer” is not added to the workspace, which sometimes causes confusion for users. By default, on the desk (not the portal side), both the system manager and agent have access to “HD Customer.”
Yes using search in desk I can able to find HD customer but when roles and permission I can’t able to see hd customer in their for reference find the screenshot
Actually whats the issue as you shared like i can able to get HD customer in doctype
but in roles if i search the customer i couldn’t able to see
If you install the erpnext then the Customer role appears but if install helpdesk then you have to manually create a customer role for that.
