How to permanently delete customers?

Alex H August 4, 2021

Hi Atlassian Community,

I have used a personal external email account to conduct some "customer" testing of the project and the Portal.

To my surprise, I am finding that it's impossible to delete these records permanently.

I have read through the discussions and tried the steps with no luck.

Here are my steps:

a. Click on the Customers under the Project:

JSM Cloud - Customer Capture.PNG

b. Select the customer

JSM - Customer Capture2.PNG

c. When I click on view profile, I regularly get this message:

JSM - Customer Capture3.PNG

d. Even after clicking on the delete button, the customer records still remains:

JSM - Customer Capture4.PNG

 

Does anyone know the best way to remove customers permanently?

Regards,

Alex

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Angélica Luz
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
August 5, 2021

Hello @Alex H,

Thank you for reaching out to Community!

Checking the details of your site, I can see that you are not a site administrator, that’s why you didn’t find the option from the documentation mentioned by Brant.

In order to delete a customer account, it’s necessary to go to Cog icon > User management.

Screen Shot 2021-08-05 at 12.09.29.png

You are a Jira administrator, but only a Site administrator can delete accounts.

Please, reach out to the site administrator for them to delete the customer accounts.

Kind regards,
Angélica

Alex H August 5, 2021

Hi @Angélica Luz

I was granted organisational admin rights this morning. 

Since being changed to organisation admin, I now have access to the Cog icon > User management.

However, two of the test customers (i.e. external accounts) are not being listed.

I have tried doing a manual search and following the steps as per @Brant Schroeder links again, but unfortunately these names are not showing up in the results.

I am not sure if having a @gmail.com account has anything to do it with it, but I thought to mention it.

Lastly, I am also not sure if having Alex H (internal) and Alex H (external) is impacting the ability for us to delete the user (for example).

Do you have any other suggestions?

Kind Regards,

Alex H

Angélica Luz
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
August 6, 2021

Hi Alex,

Have you searched the customers on Cog icon > User management > Jira Service Management? 

That’s the page where the customers are listed and where you can manage their accounts:

Screen Shot 2021-08-06 at 10.40.26.png

Customers only appear under "Users" if their accounts are migrated to Atlassian account.

Alex H August 6, 2021

Hi @Angélica Luz ,

Thank you very much for your help.

I have finally achieved the goal in deleting unwanted portal customer accounts.

image.png

 

A picture truly speaks a thousand words :-).

Have a nice day.

Regards,

Alex 

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Brant Schroeder
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 4, 2021

@Alex H Welcome to the Atlassian Community

You are removing the customer from the service desk https://support.atlassian.com/jira-service-management-cloud/docs/remove-a-customer-from-a-service-project/

You will need to be a Jira admin and follow these instructions to delete the account https://support.atlassian.com/jira-service-management-cloud/docs/delete-a-customers-account/

Alex H August 4, 2021

@Brant Schroeder 

Thank you, but unfortunately these options don't work for me.

These are my results:

https://support.atlassian.com/jira-service-management-cloud/docs/remove-a-customer-from-a-service-project/

People Capture.PNG

https://support.atlassian.com/jira-service-management-cloud/docs/delete-a-customers-account/

Deleting a Customer Account.PNG

As you can see, User Management isn't even showing up.

Please note that I am a Jira Admin.

Do you have any other links or suggestions?

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