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Overview

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This document is for a project Agent or

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member of the Service Desk Team role needing to add a customer with an external email address into their project in order to

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create a request on behalf of that user. Adding a customer to your project will enable them to be Request Participants and/or use the Customer Portal in the future

Additional information on adding customers can be found in the vendor documentation at: https://support.atlassian.com/jira-service-management-cloud/docs/add-a-customer-to-a-service-project/

Info

Requires

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Service Desk Team or

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Administrator project role within the corresponding project.

Adding Customer

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  1. From the project, locate the Customers

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  1. option on the left-nav bar of your project

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  1. Image Added
  2. The Customers screen will display showing all current customers. In the upper

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  1. -right select Add Customers

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  1. Image Added
  2. Correctly type in the email address and leave the Organization blank

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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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