Forums

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

Setting up customers

Amelie Nolen
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
January 18, 2021

Is it possible to assign a customer to projects? Does it need to be done with a custom field?

1 answer

0 votes
Benjamin
Community Champion
January 18, 2021

It doesn't need to be done with a custom field. 

It depends on your customer involvement in the project. If they are just viewing the project, they must be assign the browse project permission in the permission scheme. If it's next-gen, then you can assign them one the viewer role. 

 

In either case, they must be given access to access your site first before assigning those permissions. 

 

This should take care of your customer. Hope this helps. 

Suggest an answer

Log in or Sign up to answer