How do people manager their customers do they use organizations? Groups? Teams?

Travis Porter

How do people manage their customers and the sites they’re affiliated with? For instance, I manage a team that services seven different locations globally. I’d like to know that Sally is from Site A and has the username AAA, while Bob is from Site B and has the username BBB. Are there any ways I can mass upload details to the user account profiles? Or other options to maintain this information? 

Benjamin_tmh9yg

Hi @Travis Porter 

 

Is this case, it would best to use organization to group them up. Groups and Teams is more used for internal user or agents.

 

Here's detail Atlassian Documentation on updating details and maintaining information:

 

https://confluence.atlassian.com/jirakb/how-to-import-new-customer-details-in-jsm-1369440447.html#:~:text=Step%201%3A%20Import%20New%20Customers&text=Go%20to%3A%20Projects%20%3E%20Project%20Name%20%3E%20Customers%20%3E%20Add%20Customers.

 

Hope this helps.