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How do I convert a customer to a user?

I tried to create a JIRA user, but found that their email address was already in JIRA because they were a Service Desk customer.  I cannot add them as a new JIRA user now, nor can I figure out how to change their account to a user account to give access to JIRA items.

Any help is appreciated.

 

--- Edit ---

Here's a screenshot.  The buttons to add a group and to set them as a JIRA or Confluence user are disabled.

2015-02-19_16h53_27.png

4 answers

1 vote
kitkat Atlassian Team Feb 19, 2015

First, you need to make sure you have the licensing available to add them as a jira-user (as they will take up a license).

In Cloud, you will need to delete them as a Customer (or alter their email address, the system won't let you use the email address twice), and then actually create them as a User. They cannot be converted or moved in the Cloud environment.

Ah, I didn't notice Brad was on Cloud! Thanks.

Thanks for the tip. We do have licenses available. He had issues attached to his account, so I changed his email address. Now, however when I create the new account, it is confusing the two accounts in the UI. Clicking either account in the User Mgt page (Service Desk customer or JIRA user) takes me to his old SD account. I think I need to just contact support at this point to help me see what's going on.

  1. Find their account in System > Users
  2. Add them to jira-users

 

Thanks, but the Add group button is disabled. See the screenshot I just added.

Are you over your user quota?

Was this ever resolved?  We are having the same issue with some users

No, I don't think it was, though I haven't checked on it in a while.

0 votes

We can convert a customer to a user by following the procedure below.

  1. Login as an admin
  2. Confirm a target user is listed in Customers
    • Open Screen+Shot+2016-08-24+at+15.49.08.png
    • Screenshot_2017-01-16_09_18_46.png
  3. Open a management page of the target user
    • Fill the target user in Invite team > open give them access linkScreenshot_2017-01-16_09_19_05.png
  4. Uncheck Restricted portal access
    • From Application access
    • Screenshot_2017-01-16_09_19_47.png
  5. Grant an arbitrary privilege
    • From Application access
    • Screenshot_2017-01-16_09_20_03.png

 

Cheers!

 

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