Forums

Articles
Create
cancel
Showing results for 
Search instead for 
Did you mean: 

Invite Users as Jira Service Management - Customer

MJCorcoran
Contributor
July 11, 2024

I want to invite new users to have accounts in Atlassian Guardian and to be able to log into any of the portals across our several projects. If I add them as "Jira Service Management - Customer" on the screen below, does that make them a customer in all the projects? And on that screen, what does it do for them if I add them to the "jira-servicemanagement-customers-xxxxx" group?

Thanks!

Jira Invite Users.PNG

1 answer

1 vote
John Funk
Community Champion
July 11, 2024

Hi MJ,

It depends on the Permission Scheme and the Project Roles you have setup for each of the projects as to whether the Customers will be able to access ALL projects. 

MJCorcoran
Contributor
July 11, 2024

Thanks John.

In looking at our primary service desk, Service Project Customer - Portal Access has the permissions to create/browse/assign/close/edit issues. That's where I currently assign new staff users. Customers need to log into the portal to access and send requests. 

If I edit the project permissions (below), I can add the Service Desk Customers Role to (for example) the Browse Projects permission. Is that the same Service Desk Customers from the Invite Users screen (above)?

JiraPermissions.PNG

Like John Funk likes this
MJCorcoran
Contributor
July 11, 2024

Or maybe I need to create new users in the admin "Invite Users" dialog and then add them to a group (that I would add here) that is a member of the project?

JiraPermissions2.PNG

Like John Funk likes this
John Funk
Community Champion
July 12, 2024

Yes that is the same role. However, your first screen shot is applying the role to the permission. The second screenshot is applying the person to the role. You definitely need to do the second. And maybe the first one. 

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
PREMIUM
PERMISSIONS LEVEL
Product Admin
TAGS
AUG Leaders

Atlassian Community Events