raise request for access through portal

Jayesh Jangid

We are using Cloud Jira and as a cloud jira user we need to provide access to multiple users from multiple teams.

for which we always need to create a ticket to admin.

to automate and reduce manual effort we want to make a portal from which we can directly get users data and admin can provide access.

Bibek_ikuTeam_

@Jayesh Jangid 

Long suggestion alert! 

You can use a portal where you can capture the email address of the requestor.

Step 1: Set Up a Customer Portal

1. Go to Project Settings:

   • Navigate to the project you want to configure.
   • Click on Project settings.

2. Configure Request Types:

   • Under Project settings, select Request types.
   • Click on Create request type or edit an existing one.

3. Add Fields to the Request Form:

   • Ensure that the Reporter field (which captures the requester's email address automatically) is included in the request form.
   • If you need additional information, add custom fields as necessary.

Step 2: Customize the Request Form

1. Navigate to the Request Form Configuration:

   • In the Request types settings, select the request type you want to configure.
   • Click on Edit fields.

2. Add Necessary Fields:

   • Make sure the Reporter field is visible on the form. This field captures the email address of the person submitting the request.
   • Add any other fields you need for your form, such as Summary, Description, and custom fields.

Step 3: Capture the Requester's Email Address

The Reporter field will automatically capture the email address of the user submitting the request via the portal. If the user is logged in, Jira Service Management will use the email associated with their account.

Step 4: Enable Email Requests (Optional)

If you want to allow users to create tickets by sending an email, follow these steps:

1. Go to Project Settings:

   • Navigate to Project settings.

2. Select Email Requests:

   • Click on Email requests.

3. Add an Email Account:

   • Click Add email account.
   • Follow the prompts to connect an email account. Jira will use this email address to receive new ticket requests.

4. Configure the Email Request Handler:

   • Ensure the email handler is configured to create tickets from incoming emails and set the reporter based on the sender’s email address.

Summary

1. Set up and configure the customer portal:

   • Add necessary fields to the request form, including the Reporter field to capture the email address.

2. Customize notifications:

   • Ensure the requester receives an email confirmation upon ticket creation.

3. Enable email requests (optional):

   • Allow users to create tickets by sending emails to a designated address.