Decide who can submit a request type

Who can submit a request type is set on the General tab of the type in Settings › Requests › Request types. A type can be open to every client, kept for your team, or opened to the clients who match the rules you set: clients and teams you pick, and clients who bought a service.

How to set who can submit the request type

1. Open Settings › Requests › Request types and select the type.
2. On the General tab, choose an option in Who can submit:
3. • Everyone — every client and client team can choose the type.
   • Only your team — only your team creates requests of this type. Clients do not see it when they submit a request.
   • Clients who match a rule — only the clients who match at least one of the rules below it.
3. For Clients who match a rule, set up the rules:
4. • Clients who bought a service — pick the services. A client who bought one of them can submit the type.
   • Clients and client teams — select Add a rule, choose Clients and client teams and pick them. This can be used, for example, when you do not sell through Zendo and decide yourself who gets which kind of work.
4. Select Save.

Rules add up

A client who matches any one rule can submit the type. With one rule for the buyers of a support plan and one for a named client team, both the buyers and everyone in that team can submit it. A client team in a rule covers everybody in that team, including people added to it later.

The flow preview on the right of the editor sums up the result in its first step, for example Clients who bought "Ongoing Support Plan" submit this Request type from their portal.

You can set the purchase rule from the service too

In the service editor, the request types you add to Unlock Request types › Client can submit become available to a client once they buy that service. This fills in the same Clients who bought a service rule on the type, and Zendo keeps the two in sync. Set it in whichever editor you have open. See Sell a fixed-price service and Sell a subscription with packages.

Only your team can always submit any request type

Your team can always create a request of any type on a client's behalf, whatever the rule says. Only your team hides the type from clients, not from you. It can be used, for example, for internal work, such as an audit or a QA pass.

The Front Desk has its own settings

The Show this Request Type in the Front Desk switch only decides whether the type appears on the Front Desk. This setting is separate from the rule on who can submit the type.

To choose what visitors without an account see on your Front Desk, go to Available Request type(s) in Settings › Sales › Front Desk. That list applies only to visitors who are not signed in; on the Front Desk, signed-in clients can submit every request type they normally have access to. See Take requests from people without an account.

Related

• Create a request type
• Take requests from people without an account
• Set up your Front Desk
• A client cannot see a request type or a service
• Sell a subscription with packages

Updated on: 09/11/2026