How to Hide a Ticket from Customers by Assigning a Category Labeled Private
Use this guide to make a ticket not visible to the customer by assigning the ticket to a Private category. You can apply a Private category either while creating a new ticket (from the Create Ticket page) or after the ticket is created (from the Ticket Profile page). When a ticket is mapped to a (Private) category, the system sets Ticket Visibility to Private and prevents changing Ticket Visibility to Public while the ticket remains in a (Private) category. To change Ticket Visibility to Public, first select a Public category.
How to Set a ticket category to Private while creating a new ticket
Steps
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Open the Create Ticket page.
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In the Category field, select a category marked (Private) (example: Technical Support (Private)).
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Confirm the informational message below the Category field indicating the ticket will be created as private and will not be visible to the customer.
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Select Create.
What changes when you select a Private category
- Selecting a Private category automatically sets Ticket Visibility to Private and disables the visibility control.
- A Private chip appears in the Create Ticket header to indicate the ticket will be private.
How to Set a ticket category to Private for an existing ticket
Steps
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Open the ticket and go to the Ticket Profile page.
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In the Category field, select a category marked (Private) (example: Technical Support (Private)).
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Select Update.
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In the confirmation dialog, select Yes.
- If a ticket is assigned to a category marked (Private), the system blocks changing Ticket Visibility to Public. To change Ticket Visibility to Public, first change the ticket’s Category to a Public category.
- This functionality is only accessible through the agents’ portal.
Consequences of using a Private category
- Private categories do not appear in the customer portal. Customers cannot create tickets using a private category; only agents can.
- Existing tickets in that category become private automatically. Customers lose access to those tickets.
- If the category is later changed back to Public, tickets that were already changed to Private do not automatically revert. Ticket visibility must be changed manually per ticket (where permitted).
- While a ticket is mapped to a Private category, the system prevents changing Ticket Visibility to Public. To make the ticket public (where permitted), the category must first be changed to a Public category.
Frequently Asked Questions (FAQs)
1) What happens when a ticket is assigned to a category marked (Private)?
When a ticket is assigned to a category marked (Private), the ticket becomes not visible to the customer. The system sets the ticket’s Ticket Visibility to Private, and visibility-related restrictions apply.
2) Where can an agent assign a category marked (Private) to a ticket?
An agent can assign a category marked (Private) in two places:
- On the Create Ticket page (while creating a new ticket)
- On the Ticket Profile page (for an existing ticket)
3) Can Ticket Visibility be changed to Public after a ticket is mapped to a category marked (Private)?
Yes, but not while the ticket is still mapped to a category marked (Private). If a ticket has a (Private) category, the system blocks changing Ticket Visibility to Public. To change visibility to Public, first change the ticket’s Category to a Public category.
4) What are the consequences of using a category marked (Private)?
Using a category marked (Private) has these consequences:
- Private categories do not appear in the customer portal, so customers cannot create tickets using them (only agents can).
- Existing tickets in that category become private automatically, which removes customer access to those tickets.
- If the category is later changed back to Public, tickets that were already changed to Private do not automatically revert. Ticket visibility must be changed manually per ticket (where permitted).
- While a ticket is mapped to a Private category, the system prevents changing Ticket Visibility to Public. To make the ticket public (where permitted), the category must first be changed to a Public category.