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View as an internal client, for example, employees at your company that need support from the IT department Learn more about managing accounts for Jira Service Management customersĪn internal customer is typically someone that you: Whether or not customers must log in to access the portals on your site.
#Jira client access verification
Whether or not customers can create accounts via the ‘Sign up’ link in your portals or by sending an email requestĪ verification email will be sent to the customer to validate their email address. Whether or not the account creation is only allowed for a subset of external customers, based on the domains configured on this page Whether or not portal-only accounts can be created for external customers Whether or not Atlassian accounts can be created for internal customers, based on the approved domains configured in the site’s access settings If you add a customer to a service project, they'll have an account in the help center.Customer access allows site admins to control: To share the help center with your customers, send them the following link:
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They can also view all the requests they've raised, via the Request button in the top right hand corner of the screen.Ĭheck out View requests in the help center to learn how this works. The help center shows all of the customer portals in your Jira Service Management instance. From here, customers can raise requests in any of the portals they have access to. View all customer portals in your help center Select Allow comment reactions on the customer portal for this project. Go to Project settings > Portal settings. As the customer portal comment reactions are disabled by default, you first need to allow their use. Your customers can react to comments with emojis.
#Jira client access license
You need a Data Center license to use the search bar. To learn more about workflows and transitions check out Advanced workflow configuration.
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Select the pencil icon beside the workflow that has the transition you want to add to the portal.In your service project, go to Project settings > Workflows.The customer can mark their request as resolved, directly from the customer portal. You can show transitions on the customer portal so that customers can change the status of their request.įor example, say an agent shares a knowledge base article with a customer and the article solves their problem. To learn more about customizing request types, check out Setting up request types. For example, you can add a 'Common requests' group to help customers address issues like IT support. The request types are organized into groups to help customers find what they need. Jira Service Management includes several request types that address common IT help scenarios. To create and manage request types, visit Project settings > Request types. You can customize the types of requests that customers raise from the portal. Select the link View and change under the Announcement heading, to add important information (for example, working hours).Your logo will appear in notifications sent by your service project. Go to Project settings > Portal settings and change the messaging and logo.The banner, links, and button colors are all inherited from the help center. As a project admin, you can change the following components on the customer portal: