Sharing a Customer Zone Request With Another Participant

Owned by Katie Macpherson (Deactivated)
Last updated: Jan 25, 2018

This article describes how to share a request in Customer Zone with another participant in your organization.

Do you want to share your request with your entire Organization? See this How-To Guide: Sharing a Customer Zone Request With Your Organization

Understanding who your request is currently shared with: When reviewing a request in customer zone, you can view who a request is shared with on the right hand side of the page (Screenshot 2)


In Regent's Customer Zone Portal, you may share a request with other individuals in your organization that have customer zone accounts. See the step by step guide below for instructions on how to do this.

Step-by-step guide

  1. In the Regent Customer Zone Portal, access the request you wish to share
  2. Click the 'Share' button on the upper right (Screenshot 1)
  3. Enter the name of the person you wish to share your request with. You can add multiple participants to a request.
  4. Once shared, the participants will receive an email stating that the request has been shared with them.
  5. Participants will receive notifications for all future activity, unless said participant 'opts-out' by selecting that option in the email from Customer Zone or by selecting Don't notify me from Screenshot 1 below.


Screenshot 1

Screenshot 2