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We have multiple customers A, B, C set up as Organization X in Jira service desk CLOUD. When Customer A raises a request in the Portal, we can tag/mention him in the comments. However, we want to also tag Customer B,C in the comments, as they are from the same Organization.
Another interesting fact is that if any customer from org X leaves a comment on ticket; then agent can tag him moving froward from there.
And even if agent adds someone in 'Request participants'; still they cannot tag him in comments.
Another ticket had the same issue and got resolved by giving 'Browse user' permission but that ticket is not related to service desk CLOUD; moreover all of my browse permissions are setup correctly as shown in screenshot below.
Let me know how to tag/mention customers from same organization in JIRA service desk cloud?
This issue that you are facing is actually an expected behaviour.
For you to be able to mention a customer belonging to the same organization, they must be active in the ticket, this means that if the customer B add a comment, you will be able to mention him, so it's not related to permissions.
We have a feature request suggesting the implementation of the ability to mention any customer:
A workaround is to manually mention them using markup, please check the details in the feature and also click on vote and watch to receive updates.
Hi @Angélica Luz ,
Here is a slightly more nuanced description. Customers A, B, C are in an organization X. One of them creates the ticket and chooses the option to Share with the organization. In that case, is it possible to @mention the organization itself? Alternatively, is there markup that can be used for organizations rather than individual users? Or does everyone in the organization receive the notification anyway if the comment is made on a shared ticket?
Currently, it's not possible to mention organization and also we don't have a feature request suggesting this.
When a ticket is shared with the organization, the members of the organization will receive a notification informing that the organization was added, but in this case, they will have to open the ticket and click to watch to receive future updates.
If they subscribe to receive the notifications, they will receive the same notifications the reporter receives.
I managed to work around this problem by using a project local rule in "Automation".
To be able to tag/mention the customer, I set up a rule that automatically inserts the participants in the "Request participants" field.
In my case I have only 6 customers on this project for which the tag/mention is used.
I hope this will help you.
@Angelica Luz mentioned "For you to be able to mention a customer belonging to the same organization, they must be active in the ticket, this means that if the customer B add a comment, you will be able to mention him, so it's not related to permissions."
I had noticed that this is true: "they must be active in the ticket," - what are the technical details behind this working i.e. why is it that if a Request Participant adds a Comment then they can be mentioned?
If anyone else faces the same issue and comes to this ticket, then please note there are two workarounds for this:
1. Have the participant i.e. any customer in that organization make a comment, and they will be mention-able after that.
2. Add them manually using below markup in bold and Service Desk will notify them as if you had used the normal @mention method.
So you will write something like:
“Hello [~serviceDeskCustomer@email.com] can you please provide more details?”
I'm having the same issue. I want to @mention another customer within the same organization.
Also trying this workaround but [~emailaddress] does not work. @Susheela Kushwaha is requesting to use username instead but does a customer have a username?
I only see name and email address. Where can I find their username?
Username can be seen from the Jira internal view. There are two ways that I know of to find the customer's username:
1. Hover over the customer's name or image and click on the customer's name link. It should take you to the user profile page where you can find the customer's username.
2. The other ways is the side left panel within the project. The panel has the option to view customers within the project. Click on the customers option from the panel and then click on the customer's name. Once customer name is clicked, it opens up the User profile window where the username is mentioned.
Hi @Susheela Kushwaha - Thanks for your feedback.
The 2 ways you mentioned both take you to the profile window but since they are only customer portal users, they don't seem to have a user profile.
I get this message:
We landed here for a user that does not exist.
Head back to the directory to search for another user.