change the customer portal

[Tom Nielsen]

Is it possible to automatically create an account for customers when they open an issue with our support team via an email to jira service desk vs, having them have a link sent in the reply email i.e. "view your request in our portal?"  Basically I need to know if when a customer sends in a service request via email can they just have a link that logs them in automatically, or do they always have to do the inital sign up with their full name > add their password to view the status etc of their request?

[Angélica Luz]

Hi Tom,

When a customer creates a ticket via email and their account is created, for the first access, they will have to create their password and add the full name. If the invitation email is disabled, when they access the portal for the first time, they will have to reset the password in order to log in.

For Jira to create an account when they send an email, you need to change some settings.
First, you need to go to the Project settings > Customer permissions > Who can access the portal and send requests to Service Desk? > Anyone with an account on https://xxxxxxx.atlassian.net > Save.
After that on the same page, you can click on "change the Global settings" and on the page that will open Customer permissions > Can customers create their own accounts? > Yes, by signing up or sending a request.

If you have any other question, please let us know.

Regards,
Angélica