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I can't delete a client from the project

Tiago Moreira June 28, 2023

Hello, I have a project where clients register via a link, but I cannot manage these clients or delete

2 answers

2 accepted

1 vote
Answer accepted
Tiago Moreira June 28, 2023

Hi @Fernando Eugênio da Silva , just from the project.

Fernando Eugênio da Silva
Community Champion
June 28, 2023

@Tiago Moreira , you can manage your customers of your project doing this:

  • Go to Project Settings
  • Select Customer Permissions
  • Check the option "Customers added to this service project only by agents and admins"
  • Click on Save

What does this mean?

It means that now only people that you add manually as a 'Customer' in the project will be able to view your project in the help center and send you tickets.

That way you can manage who are the customers who can open requests in your project.

To add a Customer, do the following:

  • Go back to the project and in the left menu click on 'Customers'
  • Click on 'Add customers'
  • Select the email and confirm the action

You can also see more here: Manage your customers

Hope this helps you :)

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Tiago Moreira June 29, 2023

@Fernando Eugênio da Silva I get it, but will customers who are already added lose access and I have to add them again?

Fernando Eugênio da Silva
Community Champion
June 29, 2023

@Tiago Moreira 

Sadly yes.

Other customers added to the project will lose access to the project and you will have to add them again :(

 

When the project is open, it's not possible to remove specific customers or users. Only applying this configuration and manage your customers manually adding each customer into your project.

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Tiago Moreira June 29, 2023

Got it, all right then. Thanks.

1 vote
Answer accepted
Fernando Eugênio da Silva
Community Champion
June 28, 2023

@Tiago Moreira , welcome to the Atlassian Community!

Just to be sure:

Do you want to delete the Customer account from your entire environment or delete this customer account for only one project?

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