Overview
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This document is for a project Agent or team member needing to add a customer into their project in order to communicate with them. Adding a customer to your project will enable them to be Request Participants and/or use the Customer Portal in the future. |
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Requires Agent or Project Administrator role within corresponding project. |
Adding Customer
From the project, locate the Customers link on the left-nav bar of your project.
The Customers screen will display showing all current customers. In the upper right hand corner you'll find a "Add Customers".
Correctly type in the email address and leave the Organization blank.
To learn more about adding Customers, please see the Atlassian page: https://support.atlassian.com/jira-service-management-cloud/docs/add-a-customer-to-a-service-project/
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