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JIRA Cloud: Can portal-only customers be approvers?

Rosa M Fossi

Hi Everyone,

I can't seem to find a way to configure this... I thought I would be able to setup our Portal Customers as approvers.

Scenario: the workflow process includes "Client Verification" Status. That status is an Approved/Declined step which can only be verified by Levi Owens, one of our Portal-Only Customers. Button to approve or decline should be available on the portal ticket.

Can someone point me in the right direction?

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Shannon S

Hi Rosa,

He should be able to approve the requests as a portal-only customer.

One thing I would ask is can you make sure that he is listed as a customer in the project? You can check this by going to:

https://<your-instance>.atlassian.net/projects/KEY/customers

And search for the user there. KEY would be replaced by the project key in question.

I do have access to your Cloud instance, so once you verify that if you still have issues can you let me know the following:

The project KEY in question.
The name of the workflow that contains the approval

Kind Regards,
Shannon

Rosa M Fossi

He is listed... but is under one of the "organizations". Does that matter?

KEY = CS

workflow = Client Support and Bug MAIN workflow

(FYI- this isn't quite live for our clients yet, so the workflow is actually being tested in the "UAT Pending" status. I recently made some changes to it while trying to track this down... not sure where I left it at.)

Shannon S

Hi Rosa,

At the moment, the UAT Pending status doesn't have approvals configured.

Could you go ahead and update that and once you're finished I can have a look and see what might be happening?

One thing you might want to keep in mind is that the portal-only user you want to be the approver is in a different organisation to the user that created the ticket. This means they would not be able to see the ticket (and certainly not approve it) depending on the setting in this screenshot:

Shannon

Rosa M Fossi

Thank you Shannon. We had to make some adjustments yesterday afternoon and the Levi account (our in-house portal-only test account) had to be moved around for training folks in that Org. Additionally, our pilot working on Dev wanted the approvals removed from UAT late yesterday. I should've updated this ticket.
In regards to orgs, we absolutely, at no point, can allow different orgs to see each other's tickets. But thank you for the information above.

I'm going to configure the CV Pending status for approvals. Can you take a peek there? I'm using a custom field called "Client Approvers"

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