Customer Permission

Question

I want to share the portal with the customer to sign it. But he should have access to that project only if he signs up. Please tell me how do I do it?

Angélica Luz · Answer

Thank you for the information.
For customers to create their own accounts, please go to Jira settings > Products > Configuration > Can customers create their own accounts? > Yes, by signing up or sending a request.

After that, you must check each service desk project to make sure that the customer permission is correct.

Please, go to Project settings > Customer permission.
For the project you want customers to see when they log in, the permission must be: Anyone can send a request via the portal or support@xxxxxxx.atlassian.net.

For the projects you don't want customers to see when they log in, you must set: Customers my team adds to the project.

Anik · Answer

Hi,

I want to make sure that the customers create their own accounts, but they should have access to the specific project they sign in. Please see if that is possible.

Thanks,

Anik

Angélica Luz · Answer

Hi Anik,

If the project is not set for customers to create their own accounts, you can manually add the customer to the project. 
Please, go to the desired project and click on Customers > Add customers.

Then he will receive an invitation email to finish the registration and login to the portal.

Regards,
Angélica