I'd like to categorise organisations

Question

Hi there,

We have clients that are A, B , C D clients that we'd like to categorise

I've located a couple of fields that would work "product organisation or label" but I am not sure if I can assign them to organisations as I can only edit the name of the organisations

Any help would be appreciated :)

Jack Brickey · Answer

So I want to be clear here. Are you using Jira software or Jira service management?

i'm not exactly sure what you mean by whether clients within a group would be able to see each other. Are you asking if members of Group A could see issues of Group B?

you go on to convey that you want the issues opened by client A to be address before those of client F. it's hard for me to wrap my head around what the right solution is here without really understanding more about your scenario. However let me offer the following option. Assuming that you want to prioritize your clients so that your team adheres to these priorities then consider creating a custom field such as "client priority" and using automation set that client priority field.

to be honest it sure feels like you should be using Jira service management here. In this way your clients can become customers and will have a portal view and they can be organized into organizations search that they don't see those issues from clients in other organizations.

Ann Marie Guinan · Answer

Hey Jack,

Ok how does a grouping work, would clients within a group be able to see eachother?

What I really want to do is when Client A comes through that the service team tend to their tickets over Client F, I need to show priority by organisation for the team

Jack Brickey · Answer

Hi @Ann Marie Guinan , so while JSM has the concept of Organization which can be used to group customers, JSW does not. Assuming these clients are licensed Jira users you can, as an system admin, create groups and add your clients. Is this what you are looking for?