Assign clients to service request types
Serhii Toropov avatar
Written by Serhii Toropov
Updated over a week ago

You can define whether service request types are available for all clients or particular clients only. If a service request type is assigned at least to one client, you will be able to create service requests of this type only for this assigned customer. 

Note In the Back Office application you can select any service request type for any customer regardless of assigned clients.

  • On the Service Request Types page, click the Clients link next to the appropriate service request type.

To assign a client to the service request type

  • On the Assigned Clients page, select the appropriate customer, and then click Add.

  • Click Update Clients.

When you create a service request in the mobile app, you will see this service request type on the ‘SR Types’ screen, only if you select one of the assigned customers. 

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