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Share customer organisations across two projects

Hi.

I have two projects.

One is a first line support desk (project A)

another is another support desk that is linked to the first one (project B)

 

All of my organisations and customers have been created within project A, is there a way to get these available within project B?

Thanks 

1 answer

1 accepted

1 vote
Answer accepted
Dave Liao Community Leader Oct 12, 2020

@Martyn - yep, go to project B, click "Customers", click "Add organizations", then choose the existing organization from the dropdown.

Thanks, this is good.

It would be great if we could just have a shared pool rather then having to add across the two

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Dave Liao Community Leader Oct 12, 2020

@Martyn - great! Can you elaborate on shared pool?

A JSD organization isn't specific to a Jira project - you can add one or more organizations to multiple projects as-needed.

Can this be done at the point of creating the organisation ?

At the moment if I create an organisation within Project A, I then need to manually add it to Project B as you described above.

 

If possible it would be nice to click "Customers", click "Add organizations", but also select the projects to add to.

Does that make sense ?

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Dave Liao Community Leader Oct 12, 2020

@Martyn - not that I know of, unfortunately.

Even if you create a new service desk project based on an existing service desk project configuration, the defined customer organizations from the source project don't follow along...

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