How to enable the Portal for end-users to raise Defects

Modified on Tue, 18 Jan 2022 at 03:09 PM



It's sometimes useful for end users to be able to raise defects in ManagementStudio. This article shows how to configure this so that any user in the organisation can raise a defect.

Create a Defect Survey

  • Administration -> Defects -> Surveys -> New Survey -> "New Defect" -> OK
  • Settings as below:

  • Display Fields as required. Example below:

  • It's recommended that some fields such as Primary Contact and Short Description are marked as Required
  • Save Changes -> Save

Enable the Portal

  • Administration -> Defects -> Portal
    • Is Enabled -> Tick
    • Anon Access 1 -> Anon Access Level -> Create Item Only
    • New Survey Item -> New Defect
  • Save Changes -> Save

Test the Portal

  • Copy the New Item URL from Administration -> Defects -> Portal
  • Paste this into a web browser
  • Create the test defect

Further Support

If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.