Ability to view Requests as a Customer

Question

Is there anyway for us to view a customer's Requests page/summary on behalf of the customer, so we (as agents or a JSM admin) can see exactly that they see? Ultimately, without needing to get on a phone call with a customer to review with them, I'm trying to see if they have the ability to see all of their tickets for their organization or not.

John Funk · Answer

Hi Chris - Welcome to the Atlassian Community!

No, you will not be able to log in as them. Have them send you a screenshot of what they see.

Walter Buggenhout · Answer

Oh, ok. That is quite limited, to be honest. It really isn't much more than this:

In short, it is a list of tickets with - again - a limited set of available fields and just a couple of filter options.

It definitely meets easy and clean, and as a consequence does not offer a lot of detail. The intel is on your end of the interface 😉

Chris Green_5dbo95 · Answer

We're looking for an easy & clean way for our clients to see all tickets, whether open or closed for their organization. We meet with most of our clients on a weekly or bi-weekly basis and do a ticket review. I'm just not sure what the customer sees on their 'Requests' page and if this is dependent on permissions / their role at their organization (I've never dealt with this side of JSM). Might be easier to just jump on a call with a client and review what they can see on their 'Requests' page.