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Tickets & visibility

Work items, status, and who may see them outside the team.

A ticket is a unit of work: bug, feature request, question, support task — whatever types you configure for the workspace.

Core fields

FieldMeaning
Reference / idHuman-readable ticket id (e.g. 260801-FSFJ) — stable across escalation
TitleShort summary
Type / priority / statusConfigurable keys (Settings → Ticket types & Workflow)
CompanyWhich end-customer the work concerns (e.g. Acme)
AssigneesStaff users responsible
LabelsWorkspace tags (vendor); company labels are separate on the portal
VisibilityWho outside the team can see it
Tierteam vs provider when two-tier support is on
Custom fieldsPer ticket type (description, etc.)

Visibility tiers

TierStaffPortal end-users
internalYesNever
publicYesEnd-users of the ticket’s company (when attached)
restrictedYesOnly end-users matching the ticket’s access rules

Defaults lean private: when in doubt, prefer internal until you intentionally share.

Two-tier reverse visibility

When a company uses two-tier support, un-escalated team-tier tickets are visible to that company on the portal but hidden from provider staff until escalated. See Two-tier support.

Internal comments

Comments marked internal are staff-only regardless of ticket visibility. They must never surface in the portal or in customer-facing notifications.

Board behaviour

SurfaceBoardDrag status?
TeamProvider-visible workspace tickets (excludes un-escalated team-tier)Yes — drag between status columns
Portal (provider tab)Tickets the end-user may see at provider tierNo (vendor owns status)
Portal (Your team tab)Company triage (two-tier)Yes for company agents

Attachments

Files upload via short-lived SAS URLs to blob storage. Staff and portal users who can see the ticket can download them.

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