Overview
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. |
Requires Service Desk Agent or Project Administrator role within corresponding project. |
Service Desk Agents can add users that don't exist from any domain as a customer, EXCEPT for users from the syr.edu domain. This is due to the syr.edu being a managed domain, only modifiable by the Application Admins. Vendor documentation: https://confluence.atlassian.com/jirakb/agents-cannot-add-new-customers-to-jira-service-management-projects-1295815386.html |
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/