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Updating customer permissions for a Jira Service Desk project

Andrew Bain
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July 24, 2019

Hi,

 

I am currently working on an existing Service Desk project and the Customer permissions setting to the question "Who can access the portal and send requests to Recreo Service Desk?" is currently set to:

  • Anyone can send a request via the portal or servicedesk@recreo.atlassian.net

Annotation 2019-07-24 171542.jpg

If I change this setting to "Customers my team adds to the project" will this remove/change existing customers who I can view under People in my project?

 

My concern is that there will be some existing customers who send requests via the portal or email, however I am unsure whether they were specifically added to the project in the past, or if they've just been given the link to the portal/email address and will lose access if I change this setting.

 

Thanks in advance.

1 answer

0 votes
Angélica Luz
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
July 25, 2019

Hi Andrew,

Welcome to Atlassian Community!
When the customer permission is set to "Anyone can access the portal" it means that all customers and users can create tickets, so if you have more service desk projects, for example, the customers from other projects will appear on the customers' page (not the People page) and also internal users, because the project is open to anyone that has an account on the instance.
When you change the customer permission to "Customers my team adds to the project" it means that only customers that admins added manually will be able to create a ticket, so all customers and users from other projects that were previously appearing on the customers' page, they will not have access anymore.
Also, on the People page, you can see all customers and users that were manually added.

Regards,
Angélica

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