Documentation

Learn how to set up and use the Linear Customer Portal

1. Create an Account
Start by creating your administrator account

Enter your email address in the login form. You'll receive a magic link to access the portal.

2. Connect Linear Workspace
Link your Linear workspace to enable issue tracking

Connect your Linear workspace using OAuth. You'll need administrator access to complete this step.

3. Create a Customer
Set up customer profiles and configure their Linear integration

Create a customer profile that connects to your Linear workspace. You can configure:

  • Visible labels for the customer in the portal
  • Labels customers can use when creating issues
  • Hidden labels that are automatically added to issues
4. Add Customer Accounts
Provide access to your customers

Add email addresses for customer representatives who need access to the portal. They'll receive magic links to log in.

5. Customer Access
What customers will see in the portal

Customers will have access to Linear issues that meet both criteria:

  • Issues are linked to their customer profile
  • Issues have the "Portal" label
6. Customer Capabilities
What customers can do in the portal

Create New Issues

Customers can create new issues with:

  • Title and description
  • Labels (configured by admin)
  • File attachments

View Issues

Customers can access:

  • Issues they created through the portal
  • Issues shared with them. Team can share issue with customer by adding them to the issue and adding the "Portal" label in Linear

Engage with Issues

Customers can follow issue status, add comments to issues, enabling direct communication with your team through the portal.