Jack Brickey Expert

So for a user (Customer) to access the portal to open a request they must log in with an email and password. The email is the UserID w/in JSM. That userID will be the Reporter for the issues. If you want the issue to be recorded under the ethics@xyz.com user then they must log in using that email and the password. So, if a…

Yes, Classic projects come in two "Types": Software and Business. You will see this on the project home page under the project name. Please check on the project Type and let me know what you find. example...

I have not seen this. I would recommend you open a ticket with Atlassian Support. If you get an answer please post the solution here.

yes that is fine. basically your portal Help Center should be in the form of - https://xxxxxx.atlassian.net/servicedesk/customer/portals where xxxxxx is your chosen site when you created the Jira instance. Back to your issue - are all customers having access issues? if so please provide a screenshot.

As long as XYZ domain is one that you own, sure. Now I assume that you are creating a webpage somewhere where any user would click on a button which sends an email that resolves in a from address as specified?

That is a long list to scroll thru. I would use a cascading list where the user picks continent and then country. I don’t believe NG supports cascading but haven’t looked of late. 

I suspect the reason is that you created a business project. For business projects you only get the default Kanban board. If you wish to create a scrum or full featured Kanban board you can do so but you must select your profile as the location. This place is the new board under your profile not directly within the…

Maybe you want sub-tasks under a story! If not the please explain Level. 

Yes. Of course. Just as the image in the OP illustrates. 

TBH I’m not sure if changes resulting from workflow will notify users at all as I don’t thing the general event is fired which would drive the notifications. With that said, to be safe you can simply temporarily change the notifications for customers disabling all notifications just before changing the workflow and the…

That depends on what you wish the users to be able to do. For example if you only need to JSW users to be able to browse and comment on JSM issue then they will not need JSM licenses. That is only required if you need them to be agents where they could be assigned and work on JSM issues.

Correct. There is generally one person setup as billing contact. That individual can add others I believe. 

It is my understanding and experience that the migration should combine all into one acct. 

what do you see when you go to admin.atlassian.com . Can you also check if you can get to Billing via COG icon > Billing?

Is it possible these fields are empty? Depending on how you have the layout configured it may be that they are not shown because there is no value in that field. 

there is already a default workflow scheme you could use. Or you can create your own project as a 'template' and every project you create could use this template. I would refer you to the documentation for more - create-a-new-project 

So if you move an issue of type Task that has sub-tasks to be of type Epic it will not automatically set the Epic link on the previous sub-tasks. The best method of doing this would be to create an Epic and then move the subtasks to be tasks and finally set the Epic link on the tasks. That said given where you are at this…

In JSM you can create a custom email under project settings > email requests. In your image it shows you how. Just select your mail service e.g MS or Google. 

yes you still need/want to migrate so that you will get rid of the duplication. however do this not w/in the project settings but rather the admin (cog in upper right) > User management > Jira Service Management. Find the user and click on ellipses and select "Migrate to Atlassian Account". Now, I think you will be fine w/…

@ben friedman , yes and I think I know what is going on here. Pardon me while I get on my soapbox here for a moment. TBH this is one of the most frustrating issues for me w/in the Atlassian product ecosystem and at times I feel so stupid for not being able to grasp it but then I convince myself it is not me but rather a…

Hi Katherine, welcome to the Community. Let's discuss your needs a bit more before I suggest a solution. Can I assume that you are using Jira to track tasks associated w/ Conferences here? Can you explain your use case a bit more? How do you use this field and what values go into it? TBH, I don't think you will want to…

thanks for confirming @Angélica Luz 

Hi Otto, I'm a bit confused by your post here. First I'm unsure what you mean by "try to log in using Microsoft". How does MS factor in where customer logins apply? A customer can log into the Portal for your instance. Second, is it possible that you are having your Customer attempting to log into the Jira application…

it appears that your "?" is simply represented by "Contact us" as that is how you configured it in the Widget config. In any event, it appears that you don't want the Widget solution so here are the other options I could offer: * use the APIs and implement the solution you want right into your webpage * simply have a…

I have removed the "accepted answer" here as it appears to not provide the solution. I have not played with this TBH so all I could do at this point is play around to see if I could find a solution. However, that is what Atlassian Support is for so I suggest that @Zaldy Parian or @Erica Nagle open a ticket w/ support.

@David Mosello , if you are talking about changing the description associated w/ a portal group you created I don't believe you can. At least I have not found where to do so. I have never attempted before TBH. Assuming no one has an answer to how this can be done you might wish to open a ticket w/ Atlassian Support so that…

This depend on your needs and preferences. You can create a single project and use Organizations to group your customers to ensure issues are not shared across your clients. Generally this is the way to go if the services you are providing your clients are the same. Your request types will be the same for each client. 

Hi Marcello, do you mean how to migrate your Atlassian account? If so go to id.Atlassian.com otherwise please rephrase your goal. 

At one point, not sure if it is still the case, if you deleted the user then you would have an issue re-adding them under same email address. 

Did you look under admin>user management and click on Jira Service Management in the sidebar? That is where all customers would be listed.