Restrict Projects to External Users

Question

Hi,

I need to restrict projects from being available on the help center for external users.

Right now the projects are configured this way:

Service project access

Choose who can send requests to “JIRA Service Management” via email or the portal:

(X) Anyone allowed on the customer access settingsCustomers added to this service project only by agents and adminsIf I select "Customers added to this service project only by agents and admins" I will need to add all the internal users one by one to every project.

Is there any way to accomplish this?

Thank you

Nguyen Thi Ngoc Hoa · Answer

@Petter Gonçalves

Hi Petter, I have similar problem and did as steps above. But, when I tried to create new Jira Service Project with "Use approved domain to grant internal customers access to the help cener with Atlassian accounts." is checked,
Internal Customers are added to Customers automatically but external customers accounts that were created before at other project are also added to Customers automatically.
How to invite an External Customer to one Jira Service Project and when the account is created, it will not be included in the "Customers" of other Jira Service Projects?

Petter Gonçalves · Answer

Hello @Bruno Frade

Thank you for reaching out.

Per your description, I understand that you would like to prevent external people (not linked to an Atlassian account) from sign-up to your project portal, however, you still want your team (Which currently has an Atlassian account) to be able to self sign-up on the project portal. Did I understand it properly?

If that's the case, you can keep the option "Anyone allowed on the customer access settings" flagged and change your Customer Access to only allow Atlassian accounts to sign-up. These would be the steps:

* Navigate to your Jira site > Click at the cog icon in the top-right corner > Products:

* In the left menu, click on Customer Access
* Under the section External, unflag the option "Allow portal-only accounts to be created for new customers accessing the help center"
* Under the section Internal, flag the option "Use Approved Domains to grant internal customers access to the help center with Atlassian accounts"

* Set your company domains as Approved domains, so the internal users can properly sign-up for the project portal

Optionally, you can also allow external customers on Specific domains to sign-up for the project portal. In that case, you can follow the steps below on the same Customer access page:

* Under the section External, unflag the option "Allow portal-only accounts to be created for new customers accessing the help center"
* Then, flag the option "Only allow account creation for customers with specific email domains"
* Add the domains you want and click enter:

Let us know if you have any questions.