> ## Documentation Index
> Fetch the complete documentation index at: https://kb.mspprocess.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Controlling Which End-Users Can See Specific Ticket Templates

> Context:Ticket Templates are a heavily used part of the the Client Portal/MS Teams app, as they let your end-users quickly submit an issue to you with all…

### Context:

Ticket Templates are a heavily used part of the the Client Portal/MS Teams app, as they let your end-users quickly submit an issue to you with all of the information you require to service their request.

There are situations where only specific end-users should see a specific Ticket Template though - here are two examples:

* Only HR team members should see *Employee Onboarding* or *Employee Termination* Ticket Templates
* Only specific team members should see Rewst workflows

The Client Portal module in MSP Process offers a **Tags** feature that allow you to control which end-users can see specific Ticket Templates. This KB article will outline how to configure the **Tags** feature to meet your needs.

### Creating Tags:

1. Login to the MSP Process UI ([https://app.mspprocess.com](https://app.mspprocess.com)) as an Admin-level user
2. Navigate to the **AI Service Desk -> Client Portal -> Tags** page
3. Click the **Create** button to add a new Tag
4. Specify a *name* for the Tag and a *color*; when you're done, click the **Create** button to finish creating the Tag:

###

### Applying Tags to Client Portal Users

You can apply Tags to your Client Portal Users either one User at a time, or in bulk.

**Applying Tags to a Specific Client Portal User**

Navigate to the **AI Service Desk -> Client Portal -> Portal Users** page

1. In the **Actions** column, click the ***pencil*** icon to edit the Client Portal User
2. Open the **Tags** drop-down menu
3. Select the Tag you want to apply to the Client Portal User
4. Click the **Update** button to save your changes.

####

**Applying Tags in Bulk to Client Portal Users**

Navigate to the **AI Service Desk -> Client Portal -> Portal Users** page

1. Put a checkmark beside each of the users you want to modify

2. At the top of the table, click the **Apply Tags** button

3.

4. In the pop-up window that appears, choose whether you want to override any existing Tags that may already been associated with the Client Portal Users, or if you want to add a Tag to that existing list

5.

6. Specify the Tag that you want to apply to the Client Portal Users

7. Click the **Apply** button to associate the selected Tag(s) to the Client Portal Users you'd selected

###

### Applying Tags to Ticket Templates

You can apply Tags to your Ticket Templates either one Ticket Template at a time, or in bulk.

**Applying Tags to a Specific Ticket Template**

1. Navigate to the following menus: **AI Service Desk -> Client Portal -> Ticket Templates**
2. In the **Actions** column, click the ***pencil*** icon to edit the Ticket Template
3. Open the **Tags** drop-down menu, and select the Tag you want to apply to the Ticket Template.
4. Click the **Submit** button to save your changes.

**Applying Tags in Bulk to Ticket Templates**

1. Navigate to the following menus: **AI Service Desk -> Client Portal -> Ticket Templates** 
2. Put a checkmark beside each of the Ticket Templates you want to modify
3. At the top of the table, click the **Apply Tags** button
4. In the pop-up window that appears, choose whether you want to override any existing Tags that may already been associated with the selected Ticket Templates, or if you want to add a Tag to that existing list.
5. Click the **Apply** button to submit your changes.

###

## Frequently Asked Questions (FAQ)

**What about Ticket Templates that do not have any Tags associated with them?**

* Those Ticket Templates will be visible to ***all*** of your Client Portal Users


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