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/
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Requires Service Desk |
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Team or |
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Administrator project role within the corresponding project. |
Adding Customer
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From the project, locate the Customers
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option on the left-nav bar of your project
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The Customers screen will display showing all current customers. In the upper
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-right select Add Customers
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Correctly type in the email address and leave the Organization blank
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Troubleshooting
User Unable to be Added as a Customer
Service Desk Agents can add most users that do not currently exist in Orange Tracker from any domain as a customer, except for users from the syr.edu domain. As the syr.edu domain is a managed domain, the users under can only be managed by the Application Admins. There are also occurrences where a non-syr.edu account is unable to be added as a customer, due to an existing account record within Entra (Azure). For any user that is unable to be added as a customer, submit an email to help@syr.edu.
Audience
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On This Page
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Related Pages
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