Adding a customer to a service desk

Customers are end users who will be creating requests through your customer portal. You can manually invite customers or allow them to sign up themselves. Jira Service Desk requires customers to have an account to submit requests. The good news is that customers do not consume the Jira Service Desk licenses, so you can have as many customers as you want. To invite a customer to a service desk, perform the following steps:

  1. Browse to the service desk where you want to add a customer.
  2. Select the Customers option from the left-hand panel.
  3. Click on the Invite customers button.
  4. Enter the email addresses of customers to invite, and click on the Send invites button.

Emails will be sent out to customers with details on how to access the customer portal and steps to create an account if necessary.

If you want to allow users to sign up themselves, you will need to set your service desk to Everyone can access and enable the Anyone can sign up option, as shown in the following screenshot. If you want to restrict your service desk to just a list of pre-approved customers, then you will need to select the Only people on my customer list can access my Customer Portal option:

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