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If you need This document is for a project Agent or member of the Service Desk Team role needing to add a Customer into your project. Agents and Project Administrators can add CustomersLocate the Customers link customer with an external email address into their project in order to 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 Service Desk Team or Administrator project role within the corresponding project.

Adding Customer

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  1. From the project, locate the Customers option on the left-nav bar of your project

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  2. The

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  1. Customers screen will display

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  1. showing all current customers. In the upper-right select Add Customers

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  2. Correctly type in the email address and

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  1. leave the Organization blank

  2. Select Ok