How to Restrict Ticket and contact Creation in BoldDesk
To maintain control over who can access your support portal, BoldDesk allows you to restrict end users or contacts from creating new accounts or signing up. This helps prevent unauthorized access and ensures only approved users can interact with your support system.
Please watch this video tutorial for further information.
From the Customer Portal
To prevent contacts from creating new accounts, signing up, or submitting tickets through the customer portal, please follow the steps below:
- Navigate to the Admin module and choose the Customer portal under settings.
- Select the Security tab and uncheck the Allow users to sign up from customer portal.
- Click the Update button to save changes.
To configure the customer portal, an agent must have the Manage Settings permission.
From Email
To prevent the creation of new accounts from emails sent directly to the support address for ticket creation, you should enable the Restrict Unauthorized Inbound Emails checkbox.
Please follow the steps below to configure this setting:
- Navigate to the Admin module and select the Emails channel.
- Enable the Restrict Unauthorized Inbound Emails checkbox.
- This setting applies to all brands in the portal, not to a specific brand.
- New users will not be able to sign up or submit tickets but existing users can still submit tickets using their login credentials.
- If a ticket is created via email, it will be suspended and marked as a spam ticket. Agents are required to recover the tickets and verify the contact information manually.
Frequently Asked Questions (FAQs)
1) What does disabling sign‑up in the BoldDesk Customer Portal do?
Disabling sign‑up prevents new end users/contacts from creating accounts in the Customer Portal. Existing users can still log in and submit tickets.
2) Which user role or permission is required to change Customer Portal security settings?
An agent must have the Manage Settings permission to configure Customer Portal security options, including the sign‑up toggle.
3) How do I disable customer self‑registration (sign‑up) in the Customer Portal?
Go to Admin → Customer portal → Security, uncheck Allow users to sign up from customer portal, and click Update to apply the change.
4) How do I prevent new accounts from being created via inbound email to my support address?
Go to Admin → Emails and enable Restrict Unauthorized Inbound Emails. This stops emails from unknown senders from auto‑creating accounts or tickets.
5) What happens to emails from unknown senders when “Restrict Unauthorized Inbound Emails” is enabled?
Such emails are suspended and flagged as spam tickets. Agents must recover the tickets and manually verify the contact before proceeding.
6) Does the “Restrict Unauthorized Inbound Emails” setting apply to one brand or all brands in my BoldDesk portal?
It applies globally to all brands across your portal.
