Identify Customer Roles: Determine what roles you want your customers to have. Common roles for customers include "Service Desk Customers" or "Customers."
Access Project Settings: Log in to your Jira instance and navigate to the specific Jira Service Management project for which you want to configure roles.
Navigate to Project Settings: Click on the "Project settings" gear icon located on the bottom left corner of the Jira project sidebar.
Manage Roles: In the Project settings menu, select "People" under the "Users and roles" section. This will take you to the project roles configuration page.
Assign Customers to Roles: In the project roles configuration page, you can assign customers to appropriate roles. Look for roles like "Service Desk Customers" or "Customers" and add the appropriate customers to these roles.
Review Permissions: After assigning roles, review the permissions associated with each role. By default, customers typically have limited permissions, such as creating and viewing their own requests. Ensure that these permissions align with your requirements.
Restrict Configuration Options: To restrict configuration options for customers, you may need to adjust project permissions. For example, you might want to prevent customers from accessing certain project settings or configurations. Navigate to the "Permissions" section in Project settings and adjust the permissions as needed.
Test and Validate: Once you've configured the roles and permissions, it's essential to test the setup to ensure that customers can access what they need while being appropriately restricted from sensitive configurations.
By following these steps, you can assign appropriate roles to customers and restrict configuration options in Jira Service Management according to your requirements.
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