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How to remove a customer?

Áron March 10, 2021

Hi All,

I have an issue with Service Management, as I am unable to remove a customer from the project. The customer is not present on the /People screen, but he is on the Customers screen. 

I am the Jira admin + Project admin on this project.

 

Jira_SM_customer_2.JPG

pic1: The customer is visible on the Customers list 

Jira_SM_customer_1.JPG

pic2: The customer is not visible on the /People screen

1 answer

1 vote
Jack Brickey
Community Champion
March 10, 2021

The first screen shows only because they have issues associated with them. If they are not in people then they no longer have access.

Áron March 10, 2021

Hi Jack, Thanks. I removed the "reporter" value from the ticket and replaced with "Anonymous" and the customer is still there. 

Jack Brickey
Community Champion
March 10, 2021

theory - there are still issues associated with the user somehow w/in some tickets in the project: request participant, comments, mentions, etc. I would perform a through search on all occurrences of the user.

TBH, i have been meaning to dig into understanding the Customer screen as it has me scratching my head at times. I have yet to really dig in and understand some of the things I see. maybe this post will give me the incentive to explain the cosmos that is the Customer screen. ;-)

Áron March 10, 2021

Cheers mate :) Thanks. 

I am trying my best setting up and automatizing the JSM processes for a customer now. I have some issues as well e.g.: One of my JSM agents cannot log TEMPO hours on tickets where all others can (same permissions). I have some more digging to do myself as well :D

Jack Brickey
Community Champion
March 10, 2021

glad to assist where I can. while I do love Atlassian products there is certainly plenty of "digging" opportunities. ;-)

Áron March 10, 2021

Yes mate. 

OFF: Could you help me with something else? What is the best way to get deeper with Jira admin? I am aiming to get a proper certification and I would love to be an expert in Jira. What do you suggest?

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