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Manage client added by admin in a specific project

How to exclude a customer added by the administrator in a specific project, without removing him from another project in which he is registered.

1 answer

1 accepted

2 votes
Answer accepted
Juan Carlos Vera
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Mar 20, 2023

Hi @Alessandra Cristina da Silva Moraes 

To Remove a customer from a service project, You must be a project administrator to remove customers from a service project.

  • From your service project (The project you want to exclude customers), go to Project settings > People.
  • Find the customer you want to remove by searching for the customer or filter by Service Desk Customers under the Roles dropdown.
  • Select Remove next to the customer.

Then, the customer will be remove from the Project you select.. not others.

In addition to this:

The above steps removes the customer’s access to the project however the customer stays visible under Customers for record keeping purposes. To remove them permanently, you need to delete the customer’s account.

https://support.atlassian.com/jira-service-management-cloud/docs/delete-a-customers-account/

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DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
STANDARD
PERMISSIONS LEVEL
Site Admin
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