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Agents are not identifies as customer

Hi there,

we are implementing a self service portal for vacation requests, sick notes etc via JIRA Service Desk incl. supervisor approvals.

HR expects a lists in order to have an overview of all recent requests of an employee. I explained the basic function of JIRA Service Desk with queues and customer list. Unfortunately, requests of a Service Desk agent are not listed in the customer list. Of course, the agent is an employee too. So, his/her requests should be displayed as well! How can I achieve this? Or do I have to present a common JIRA issue filter for searching customer requests and its statuses?

Thank you for your help and ideas!

Regards,
Bernhard

2 answers

1 accepted

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Answer accepted

Hi Charlie,

thanks for your reply.

Yes, SD agents are not listed in the customer list page!

Unfortunately, there is no customer role so I am not able to add the agents to this project role at "Users and roles". I thought JIRA SD handles this topic via "Customer Permissions". I configured the following options:

  • Who can raise requests? = Customers who have an account on this JIRA site (Option 2)
  • Who can customers share requests with? = Any customer or organization, by searching in this project (Option 3)
Charlie Misonne Community Leader Aug 01, 2018

I found a suggestion in Atlassian's issue tracker about it: https://jira.atlassian.com/browse/JSDSERVER-5196

Apparently agents will not be included on the customer list.

  • If you don't have a lot of agents you could create a saved filter for each one.
  • Or you could create a "2 dimensional" gadget" on a dashboard with "reporter" on the Y axis and "status" (or issue type, or anything else relevant for you) on the X axis.
    The "issue statistics" gadget will work as well.

Thank you for the link. Vote +1

Besides, thanks for your workaround ideas!

0 votes
Charlie Misonne Community Leader Aug 01, 2018

Do you mean the agents are not listed on the "customer list" page?

Or are they listed but there tickets are not under "open requests" and "closed requests"?

 

Try adding the agents to the customers roles on the "users and roles" page. Maybe that helps

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