Where can I find the documentation to create a customer in Jira Service Desk for the described case?

Sara Thielmann

Hello,

I want to create the customer in Jira Service Desk under "Organizations". The customer should receive a notification by e-mail that he can now access the portal. It is not a public portal.
Where can I find the appropriate documentation for exactly this case?

Best Regards
Sara

Dirk Ronsmans

Hi @Sara Thielmann ,

That sounds like a pretty standard use case.

You can go to the "Customers" section on your project and there add a customer (and put him/her in to a an organization immediately if you you like)

 

whether the user will get notified is a setting on the Customer Notifications (under your project settings)

by default this is enabled but this can be turned off.

Specific Atlassian documentation can be found here:

 

https://confluence.atlassian.com/servicedeskserver/adding-customers-939926467.html#:~:text=Add%20customers%20to%20a%20project,to%20create%20their%20own%20accounts. 

https://confluence.atlassian.com/servicedeskserver/managing-service-desk-notifications-939926348.html