how to add a portal-customer without the customer showing up on invoices

[Deleted user]

Per project we are adding customers from within a certain domain. What we notice is that these customer show up in user management. They should get only the role Customer but most of them also get the role User (agent). I believe the 2nd on is a paid role. If we delete that 2nd role the access to the portal is denied. What do we need to change?

thanks in advance :)

[Walter Buggenhout]

Hi @[deleted],

There's 2 settings you might want to review:

• In your site's Admin, under Products > User Access Settings, have a look at your domain and review the default access settings for it. If you are granting user access to users to JSM for your domain there, all domain users do become licensed (and so, billable) users automatically.
• In that same Admin console, locate Jira Service Management under Products > Products and select the Manage Product link. You should see a couple of groups listed there that contain your licensed users. Make sure that the users you want to have customer access only are not in one of those groups.

Hope this helps!

[Deleted user]

hi @Walter Buggenhout ,

thanks! it helps definitely. :)

1: in user access settings (approved domains) we have 1 product: that is JSM with productrole 'customer'.  should we remove this one? and if we do than the customer only get access to the portal?

2: in product we have a group (pic) 

and if we look at that then both user (agent) and customer options are ticked. However if we disable user (agent) than the customer doesnt have access anymore to the portal.

can you enlighten us a bit more :)

tx in advance!

regards,

folco