How can I use the voting feature in the Jira Service Management Customer Portal with a shared group
Platform Notice: Data Center - This article applies to Atlassian products on the Data Center platform.
Note that this knowledge base article was created for the Data Center version of the product. Data Center knowledge base articles for non-Data Center-specific features may also work for Server versions of the product, however they have not been tested. Support for Server* products ended on February 15th 2024. If you are running a Server product, you can visit the Atlassian Server end of support announcement to review your migration options.
*Except Fisheye and Crucible
Summary
You want Jira Group members to be able to use the Voting feature on the customer portal. For example, If a project admin wants to enable voting through the customer portal, they can simply build a pool of potential internal voters for a request without seeking individual access for each person.
Share request with group feature was introduced with JSM version 5.9.0. For more details you may refer to the KB article Use Jira groups in your service projects
Sharing requests with Jira groups will contribute to the scalability of the service desk and customer management in your instance. Jira Service Management projects can now leverage Jira's user management model to manage customers in internal service desks and take advantage of integration with Jira. More details can be found here Jira Service Management 5.9.x release notes
Environment
Jira Service Management Data Center
Solution
To achieve the requirement, you can follow the steps mentioned below.
- Navigate to the Project Settings -> Customer Permissions and enable below settings
- Create a group via the User Management console and add the required customers to it.
- The next step would be to add the group created above to the Service desk Project as Customers. To add a group as customers:
- From your service project, go to Customers.
- Select Add.
- Navigate to the Groups tab and add an existing group.
- You can find the groups you’ve added to the Customers list.
- Login as a customer(say user1) on the customer portal and create a request. Also, share the request with the group created above
- Now login via some other customer(say user2) present in the same group and navigate to the same request. There you will see the Vote option and you can click on Vote for request
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