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How can i add existing customers to an existing organization ?

Ilan Goldschmidt
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October 24, 2023

i want customers from the same organization to be able to see all cases within

their organization. 

what is the best way to do that without creating new users? 

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Dan Breyen
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October 24, 2023

Hi @Ilan Goldschmidt welcome to the Community!  In JSM under 'Customers' you can click o the Organization that you want to add the customer to and then click 'Add Customer'.  Then add the customer's email to the organization.  The customer can belong to multiple Organizations.  Then from the portal, when they click on their Profile/Account in the upper right, they will see the tickets from the multiple Organizations they belong to.  

I use this functionality all the time, especially for internal customers who are Account Execs for my different Organizations, then they can see all of the tickets reports.

Hope that helps.

Ilan Goldschmidt
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
October 24, 2023

Thanks for the quick response! 

my concern with that is that it looks like a different customer even though the email is the same. 

in the "customer" list for example, this customer is shown with "X" amount of open requests but when adding it to an organization, it looks as if the customer is not even invited yet .. 

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