The two things people confuse
There are two independent axes, and neither one implies the other.
Privacy scopes the shared ticket list. Visibility scopes the front doors. Turning one off does not turn the other off.
Private is not hidden
A private workspace with Available in Portal on still appears in the Portal. Anyone in your organization can select it, submit a request, and track their own ticket. What they cannot do is see the workspace’s ticket list or anyone else’s tickets. That is the intended design. It is how a sensitive team stays reachable without being readable. Two consequences worth internalizing:- Filing is not joining. A requester who submits to a private workspace becomes the ticket’s requester and follows that one ticket. They do not gain access to anything else.
- Organization admin is not workspace access. Reaching a private workspace always requires being added as a member, org admins included.
Learn more about public vs private workspaces
Slack DM routing ignores both toggles
This is the other surprise. So if you turn both visibility toggles off expecting the workspace to stop receiving requests, and it has a connected agent, DMs keep arriving. Disconnect the agent, or accept the intake.The four gates on Portal visibility
Whether a given person sees a given workspace or form in the Portal is the AND of four settings at three different levels.
Form audience settings apply on top of all of it. Only published forms whose audience includes the requester appear, and private folders stay hidden.
If a requester says “I cannot see the form”, walk the list top down. It is almost always the form’s audience or its published state, not the workspace.
Learn more about what gates visibility
Use private tickets for one sensitive request
Workspace privacy is the wrong tool for a single sensitive item, because it is all or nothing. A private ticket restricts one ticket inside an otherwise busy workspace to its requester, assignee, followers, approvers, and the workspace’s members and admins. Note the last part carefully: every workspace member can see every private ticket in their workspace. Private tickets hide a ticket from the wider organization, not from your team. A grievance about a colleague who happens to be an IT workspace member is not protected by a private ticket in the IT workspace. It needs a private workspace with a restricted membership.Learn more about private tickets and private notes
Decide it once, with this table
The second row is the one most teams actually want and the one most teams get wrong by leaving it at the third.
Before you turn the Portal on anywhere
Where teams get this wrong
Turning off visibility to stop intake
Turning off visibility to stop intake
DM routing follows agent presence, so a connected agent keeps the door open.
Using a private ticket to hide something from teammates
Using a private ticket to hide something from teammates
Every workspace member sees it.
Never previewing as a guest
Never previewing as a guest
Admins see workspaces and forms that requesters do not, so the Portal you tested is not the Portal they get.
Enabling Guest Member Access with no external requesters
Enabling Guest Member Access with no external requesters
It grants organization visibility you did not need to grant.
Next
Launch the Portal
The full Portal setup, once you have decided the privacy model.
HR and People desk
The private-by-default workspace built end to end.