How do I configure the customer portal for internal and external customers?

Nicholas Ren
Contributor
May 10, 2023

We currently have two service desk projects. One for external customers and one for internal customers (our staff). I would like to have forms in the external customer's service desk only be available to external customers and forms in the internal customer's service desk only be available to internal customers. 

Is there a way to configure this in Jira?

 

Thanks, 

1 answer

1 vote
Alex Koxaras _Relational_
Community Leader
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May 10, 2023

Hi @Nicholas Ren 

If you have two separate projects, I don't see any reason why not to have separate forms. I mean, you are going to create a JSM form in each project. So each of these forms will be available only to the corresponding project. More on forms here https://support.atlassian.com/jira-service-management-cloud/docs/use-forms-in-jira-service-management/

Nicholas Ren
Contributor
May 14, 2023

So if I have Form A in Service Desk A and Form B in Service Desk B, would customers in Service Desk A be able to see Form B in the Portal?

Daniella.Johnson
Contributor
September 5, 2024

Further question -
Even though there are 2 projects and their own forms, if you click on helpcenter, you may be able to then see or access the other projects, right? 

I'm wondering if it's possible to have a project that is for internal only, and a project for external, but then make sure that external people can't see or access internal projects, is this possible?

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