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Adding existing User to Costumer jira service Management Cloud

Thomas Pfalzgraf
I'm New Here
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Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
Apr 20, 2023

Hey everyone, how can I add a user that already exists on my Project to an existing Customer?  I don't want to invite him as he is already registered to my Project I just want to add him to a Customer group. In the User Management I can add him to groups but not to a Customer. 

 

Hope all that makes sense ;-) 

2 answers

1 vote
Brant Schroeder
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Apr 20, 2023

@Thomas Pfalzgraf Welcome to the Atlassian community

You will need to add customers in the project.  Here are instructions on how to do that https://support.atlassian.com/jira-service-management-cloud/docs/add-a-customer-to-a-service-project/ 

0 votes
Alex Koxaras _Relational_
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Apr 21, 2023

Hi @Thomas Pfalzgraf and welcome to the community,

To add a user as a customer follow the instructions that Brant gave you. Keep in mind that:

  • If that user is a jira user, you can give him the Jira Service Desk Customer role from the project settings
  • If the user is only a portal-only customer, adding him as a customer will appear only on the Customer selection

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