Customer portal Invitations and Customers

Antonia

Hello,
we finally want to activate our customer portal for our internal colleagues. We also have our own domain.
What settings do I need to click on here so that our colleagues without an Atlassian account can log in? I think if I activate this setting “Allow portal-only accounts to be created for new customers accessing the help center”, then people will be invited when we send them an email.
My goal is that our customers (internal) don't have to register, they should just enter their e-mail and then they can open a request.

If I enable "Use
approved domains
to grant internal customers access to the help center with Atlassian accounts", then apparently our customers get email invitations when we put our support address from Jira into BCC.

Tomislav Tobijas

Hi @Antonia ,

My recommendation would be to enabled/check this option you've mentioned > "Use approved domains to grant..."

Now, the desired result can be configured in multiple ways, but my recommendation would be the following:

• Enable this options as mentioned above
• As you have your own domain (internal accounts), you can verify domain and claim accounts
• Additionally, you can configure user access settings for apps for verified domain

This would result in internal users having Atlassian accounts where you can, for each user and/or user group, give "Customer" product role.

Also, I'd recommend checking out official docs related to differences in portal-only and Atlassian accounts, together with some recommendations: https://support.atlassian.com/user-management/docs/manage-jira-service-management-customer-accounts/

Lastly, this page, where the screenshot is taken, is 'general configuration'. You can still configure permissions on a project level > What different account types can customers have? 

Cheers,
Tobi