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Configure Customer Portal Access

Mark Toledo September 20, 2021

Hi Community,

 

Currently, we have several Service Desk Projects, and all these are present in Customer Portal.

 

Is it possible to limit the access or view of a customer/organization to whichever they are assign only?

2 answers

1 accepted

2 votes
Answer accepted
Mayur Jadhav
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
September 20, 2021

hi @Mark Toledo 

Yes, you can do it just add those customers to that specific project he or she will only see those projects in the Customer Portal.

Please go through this link: https://confluence.atlassian.com/jirakb/how-to-restrict-customers-access-to-specific-projects-only-in-jira-service-management-917965224.html

Mark Toledo September 20, 2021

Hello @Mayur Jadhav , Thank you for the prompt response.

However, does this mean that I have to add the user in Jira Service Management License?

Given this step: 

  1.  Give UserA the 'Service Management Customers' Project Role for ProjectA (or any other Project Role, depending on your needs)
Mayur Jadhav
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
September 20, 2021

Hi @Mark Toledo 

No, you don't need to add customers to JSM Licenses.

If you are Jira Admin and Project Admin, Simply go to the Project settings--->> Customer-->> Add Customer or Oraganizaton.

Mayur Jadhav
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
September 21, 2021

if this works for you please hit the accept button.

0 votes
Irina_Bel_Stiltsoft_
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
May 27, 2023

Hi @Mark Toledo ,

Additionally, you can set up multiple forums for your customers or team members via 

Customer Case app for Jira Cloud:

  • Create a forum for any type of Jira project even to Jira Service Management. It's another way, for example, for team members that don't have JSM's Agent licenses to submit ideas to a JSM project
  • Create a public portal for customers where they can vote, and comment on each other's requests (it's like your customer community). Then you can prioritize their requests by the number of votes
  • Create a portal dedicated to your team or customers restricted with emails or email domains

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