@Mark Marlow, cloud or server platform?
In cloud you can go to project > project settings > People > and click Remove on the customer
If you want to deactivate the customer altogether your System Admin can do so as follows: jira settings > User management > Jira Service Desk > locate the user and deactivate.
That's exactly what is happening. I have been trying to solve this for hours. I have a customer who was added to my internal and external service desks. I want to remove him from the internal desk but cannot.
I cannot seem to get past trialling Jira Software or JSD without running into issues. It's incredibly frustrating. In fact, I cant even make replies on these forums without the reply window becoming unresponsive to the point where I need to reload the page to post. But I digress....
Disclaimer: I try to avoid necroposting but there are times when it makes sense. In this case I wanted to provide a more complete and up-to-date answer to this post. The answer goes beyond the OP question.
NOTE: This is a Cloud answer for Classic (soon to be renamed as Company Managed Projects)
There are three customer actions an admin can consider related to some form of customer-only-user removal:
BTW....here is some official documentation - add-and-remove-customers
There are NO remove buttons in cloud. Here is a screenshot. This is a real problem that is delaying our release of portal. We can't remove customers out of project customer settings. There is no remove option anywhere. There is no right scroll to move to the right, I have sized it down to 10% and they still are not visible.
@Tyler Lamb , please read my post carefully. The remove button is not in the Customer screen it is under Project settings > People screen. If you do not see the Project Settings link then you don't have the necessary project admin permissions and will need to find who does.
Yes mate. That's why I went to the trouble of posting it for you. This is what you (I) get when you create a new project in the cloud. And although it is different to yours perhaps that's why there is a room full of people here, and elsewhere, that have read the documentation but can't delete customers.
Probably worth a new post then. The only folks that will see this are those already involved in the post. With a new post many more fresh eyes will be involved. I have created new JSM projects within the last couple of weeks but not seeing this. Of course there are a number of templates but TBH the only one that I have seen to be very different has been ITSM. But this is Cloud and the weather changes frequently. 😜
@spryce , ok so I see what the difference is in your case. You are on a Next-gen (soon to be renamed to Team Managed Projects). I do not use NG (TMP) for any JSM projects so my knowledge is limited to the documentation and would refer you there.
In any event this thread is getting off track from OP and recommend it move to a fresh post if you need help with you NG JSM project. Cheers!
I would like to clarify just one thing: What you wrote related to "Remove Customer from a Project" is valid only if the Customer permission is set on "Customer s added by agents and admins" otherwise the cancellation of the customer from the project will occur only in People section but not in Customer section
Thanks for posting @Gabriele Cecco . One question, when you refer to "cancellation of the customer" are you referring to the customer actually disappearing from the Customer section or actual access? TBH, I do not use "Anyone on the web" for any of my projects so have not toyed with the settings. Having said that, I have to assume that w/ that setting, removing a customer access wouldn't be viable but just my guess here based upon a 'public project' is just that - open to anyone. Again, I have not played w/ this so just adding some thoughts. Managing customers in JSM is one of the most confusing admin functions for me. :-(
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