Category

The Difference Between Private (Internal) and Public Categories

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The internal ticket category is classified into two types, namely:

  • Public category – It is visible to both agents and end-users.
  • Private category – It is not visible to end-users and is only visible to agents in the agent portal. Agents can create tickets with private categories. When a ticket is created with the private category, the ticket visibility is automatically changed to private.

The table below contains the differences between private and public ticket categories.

Description Private category Public category
Category option value visibility Visible only to agents Visible to both agents and end-users
Can agents create tickets? Yes Yes
Can an end-user or customer create tickets? No Yes
Characteristics of category The visibility of the tickets is automatically changed to private when a ticket is created using the private category. The private tickets are not listed in the customer portal. Hence, the end-user is unable to access those tickets. Visible in both agent and customer portals.

Ticket Visibility Outcome when Using a Private Category

Trigger

An agent creates a ticket and selects a Private category.

Result

  • BoldDesk automatically sets the ticket visibility to Private.
  • The ticket is not accessible to end-users and does not appear in the customer portal.

Permissions and User Experience Impact

Agents

  • Can view and use Public and Private categories (based on what categories exist in the account).
  • Can create tickets using Private categories, which results in Private tickets.

End-users (customers)

  • Can view and use Public categories.
  • Cannot view Private categories and cannot access tickets created under a private category in the customer portal.

Frequently Asked Questions

  1. What is the main difference between a Public category and a Private category?
    Public categories are visible to agents and end-users. Private categories are visible only to agents, and tickets created under private categories become private automatically.

  2. Can an agent create a ticket using a Private category?
    Yes. Agents can create tickets using private categories.

  3. Can an end-user create a ticket using a Private category?
    No. End-users cannot see or select private categories.

  4. What happens to ticket visibility when an agent selects a Private category?
    BoldDesk automatically changes the ticket visibility to Private.

  5. Will tickets created with a Private category appear in the customer portal?
    No. Private tickets are not listed in the customer portal, so end-users cannot access them.

  6. Are Public category tickets visible to end-users?
    Yes. Public category tickets are visible in both the agent portal and the customer portal.

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