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Move JSD customer to organisation

Matthias Fleschütz

I have customers that were created automatically by mail channel.

All automatically created ones are within the root and not within their organisation (which is so far clear why ;-).

Now I want to clean that up and move them to their specific organiations but there is no action at all in no dialog to move a customer to am organisation? Just to create a user within an organisation?

Best,
M.

Accepted answers

Jack Brickey

If you click on the Organization under the Customers menu and use "Add Customer" it will simply move them if they exist in 'root'. I wish you could simply have a check box where you could move multiple from root but it doesn't exist. :-(

All comments

Jack Brickey

Matthias Fleschütz

Hey Jack,

thanks a lot...that is really...well...completely un-intuitive ;-)

But thanks a lot, that solved my issue.

Best,

Matthias

Edmondo

We need to use the username and there is no autocomplete, not very user-firendly. Is there a better solution?

Jack Brickey

@Edmondo, just an FYI that it is generally best to open a new question when there is an Accepted Answer. The reason for this is that your request will not receive the same visibility. Only those that have engaged on the existing question will be notified and even then if they have their notifications enabled to see new activity on such questions. In this case I'm the only one seeing this but you are in luck because I received an email alerting me. :-)

Regarding your question - unfortunately know. I hate that this is the case. TBH, Organizations and how Customers are associated to them needs some attention for sure and I hope that Atlassian eventually does something about this. What I would like to personally see are the following:

the ability to select multiple customers w/in the Customers view and then act on them, e.g. move them to an org.
the ability to associate customers to an org based upon domain

Robert Fink

Hey Jack,

i tried this, but after adding the customer to the organisation i had to customers with the same e-mail. The origin customer without organisation and the new one with the organisation.

I don't understand this

@Matthias Fleschütz has it worked for you?

Best,

Robert

Jack Brickey

@Robert Fink, Yes. If I have a remnant customer not in an org then if I go to the organization and click Add customer and use the exact same email then they are moved into the Organization.

Now I will say I have another odd bug where I cannot add some customers into an org and I have a theory of the cause and plan to research it asap. But I have never seen it create a new duplicate customer before.

Wim Matthijs

perfectly sensible feature request and still not here after 5 years.....
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