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What happened to creating a customer directly on the Portal page?

Richard Saffell_cdvenv

Version 2.2.1 of Service Desk seems to have removed the ability to create a Customer account directly on the Customer Portal page. Now we have to go to the People > Customers page and create the Customer before going to the Portal to open an issue for someone else. And it doesn't look like Service Desk Agents have permission to create Customers that way, so an administrator has to create the Customer for them.

Why did this change, and is it coming back?

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Hanh Pho

Hi @Richard Saffell,

In Service Desk v2.0+, you can turn on public customer signup for portals by:

JIRA Administration > Add-ons > JIRA Service Desk Configuration > Turn on Public Signup

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And then public signup for portal level:

portal_level.jpg

Then customer will see the signup link when they access the portal:

portal signup.jpg

system_level.jpg

portal signup.jpg

portal_level.jpg

Richard Saffell_cdvenv

Hanh, Thanks for the information, but I'm not talking about customers creating their own Service Desk customer accounts when they create an Issue. I'm referring to when you click the Customer Portal as a Service Desk Agent, and you have the Raise this request on behalf of drop down box, and you can no longer create a Customer directly from there.

Richard Saffell_cdvenv

One thing I did notice recently is that adding a Customer from the Portal page seemed to add the Customer to the jira-users group, which was a really bad thing for access/permissions reasons. Adding them through the People > Customers page doesn't add them to the jira-users group.

Hanh Pho

Hi @Richard Saffell,

Sorry for the misunderstanding. And the feature you're talking about is planned to be released in Service Desk v2.3. We accidentally enabled it in v2.2.0 and that's why we disabled it in v2.2.1.

Sorry for making you confused smile . It's gonna be back on v2.3.

2015-02-16 09-40-28.jpg

Richard Saffell_cdvenv

Great, thanks. Should I open a support Issue regarding the fact that it seemed to be adding Customers to the jira-users group?

Hanh Pho

@Richard Saffell Yes, please. That would be awesome. Thanks

maccamlc_old_atlassian

Hi @Richard Saffell Sorry for the confusion here. As @Hanh Pho mentioned, this feature was designated for release in 2.3.0 and was unfortunately enabled prematurely in 2.2.0, before being completely polished. If possible, I would recommend retesting the jira-users group behaviour once 2.3.0 is available. If you still see this issue at that time, please raise a support request as it is not expected behaviour, and we could dig deeper to see when this is occurring and what types of users it is happening with. Regards Matt