What does it mean to migrate to an atlassian account for a portal customer?

[Fahad Akhtar]

I am testing something out in JIRA. I have an account with my company that I am a site admin for. I made another account which acts as my customer account so that I can see what a customer sees when I change certain settings or permissions. So I added my personal/customer account to a specific project through that project making me a portal customer. When I log in using my customer account I get into the customer portal but I cannot see the project that I am a customer for. I cannot create issues either. How do I get my customer account to be able to view issues and create issues through the customer portal as a portal customer? Do I have to give my portal customer account a service desk customer project role? Please help. Thanks. 

[Jack Brickey · Accepted solution]

Having portal access is half the battle you need to ensure that the customer is added as a customer in the desired project(s). Migrating a portal only JSD user to a Jira user results in them having application access which is a paid license.

[Fahad Akhtar]

Okay.

But let us say if I add a customer as a portal customer how can I get them to see their project and only their project?

[Fahad Akhtar]

Is it possible that these customers that were added to my agents project because a lot of these customer would email in trouble tickets using the email channel set up by my agent for his project? Therefore when these new customers send a trouble ticket via email channel JIRA automatically makes them a portal customer for that specific project? Is that correct?

Thanks.

[Jack Brickey]

Yes if you have Customer Permission set to “anyone can...”. Check project settings > Customer permissions. 

[Fahad Akhtar]

Okay, but we checked and it was not on that. It was on "customers my team adds to the project"