Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,296,507
Community Members
 
Community Events
165
Community Groups

Can I create a Customer and Add them to an Organization without send an invite?

I'm setting up my instance of Jira Service Management for Customer Support. How would I create all of my customers without sending them an email invite to sign-up.  Later, after I import all of their issue from our old system, I would then like to send out individual emails for them to sign up for the Customer Support Portal.

1 answer

1 accepted

2 votes
Answer accepted
Brant Schroeder Community Leader May 16, 2022

@John Briscoe Where are you importing the issues from?  I would suggest doing everything at once.  If you disable the notification there is no way to resend it through Jira currently.  https://jira.atlassian.com/browse/JSDCLOUD-2296   I would suggest setting everything up in a test instance and get your order of operations down then doing the import so the customers get notified when you are ready to go live.  

If you would like to disable the customer invite before adding the customers go to project settings > customer notifications and disable the customer invite notification. 

Hi Brant,  I'm importing all open issues from Salesforce.  I ran a test import in the demo (test) environment, including all customer names.  Unfortunately, because the customers don't exist in Jira yet, the names don't import, but come over as anonymous.  I can always add them later to each individual issue (120) after I send the invitation email.  Was just trying to find a shortcut.  Thanks for responding.

Like Brant Schroeder likes this

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
PREMIUM
PERMISSIONS LEVEL
Site Admin
TAGS
Community showcase
Posted in Jira Service Management

Jira Service Management Documentation Opportunities

Hello everyone, Hope everyone is safe! A few months ago we posted an article sharing all the new articles and documentation that we, the AMER Jira Service Management team created. As mentioned ...

320 views 0 10
Join discussion

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you