Hi All
What is the difference with customers being added to the People or the Customer page?
What would happen if i removed people from the People page, would they still have access to the Support Portal?
Cheers!
Mark
Hello @Mark Anderson
Both People and Customer are different entities. Customers are users who can report tickets on your service desk where as People are generally users who actually work on those tickets and are internal to your organization.
Users who are in the "service-desk-team" role in the people's section are actually agents and count towards the agent license.
Please read complete description here
https://confluence.atlassian.com/servicedeskcloud/setting-up-service-desk-users-732528877.html
Hello,
Customers are special users for Jira Service Desk. These users do not need a license. They can access only Jira Service Desk Portal. if you want such a user, then you should add this user to Customers. No need to add this user to People.
Regarding your second question, from the docs
Customers are automatically added to the Customers list if your service desk is open to users with Jira accounts or allows customers to create their own accounts.
And here's how you can setup the customer access
https://confluence.atlassian.com/servicedeskcloud/set-up-customer-permissions-732528940.html
If it's not a public facing Jira then it's better to select the option
Anyone with an account on %your_Jira_Cloud_site%
Is there any issue if i remove the customers from the "Person" lists? based on my testing i don't think so. I was still able to view and create tickets on my test account.
is it possible that users got added to "People" when they email their issues into the support portal?
People is a superset and has all users associated with project. People allows you to change the role of users. There are instances where a customer could have their role changed; generally this is if the customer is an employee and takes on new roles.
I just tried out a few things and I think I have an answer to this, however this is for DC instance.
see my comments in this link https://community.atlassian.com/t5/Jira-Service-Management/Service-Desk-Customer-vs-Portal-Customers/qaq-p/1692381#U2024306
> When a customer is manually added by an Admin or Agent either in the 'Customer' tab or in the 'People' tab, they will show under the 'Customers' tab and also in the 'People' tab, even if only added in one place, it's mirrored.If a customer creates their own account through the Help Center or via email, they will only show under the 'Customers' tab, not under the 'People' tab.
https://confluence.atlassian.com/jirakb/differences-between-the-service-desk-customers-in-the-people-tab-and-in-the-customers-section-1319567856.html
(it is probable that the article above did not exist at the time this question was posted)
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