Portal-only customer account management: Revoke access and Delete account consequences
Platform Notice: Cloud - This article applies to Atlassian products on the cloud platform.
Scenario
You don’t want a customer owning a portal-only customer account to access your help center anymore. It’s accomplished by either revoking the account’s access or completely deleting it, however there are different consequences for each action that can potentially impact your project.
Where to revoke access or delete a portal-only customer account
We’re currently rolling out changes that affect the content on this page. From your organization at admin.atlassian.com, if the Users and Groups options are under the Directory tab (like the below example), you have the improved user management experience.
If you have the improved user management experience, the required page is accessible by clicking Products, choosing the corresponding site name from the left menu and selecting the Portal customers option. If you don't have the improved user management experience it's simply accessible by selecting the Jira Service Management option under User management on the page's left menu.
After reaching the Portal customers page select the three dotted icon in front of the corresponding user and select either Revoke access or Delete account:
Revoke access consequences
- Customer will be unable to access the instance's customer portal anymore.
- User won't be searchable and selectable in user-picker fields.
User's name will show up as Username (Deactivated) in user-picker fields that were previously filled with their name:
- The account will still be searchable in filters, however only by its email address.
- Customer's portal-only account can be reactivated at any time in the same page by clicking the three dotted icon and selecting Grant access. All previous user references will be kept.
Delete account consequences
- Customer account will be completely wiped out hence losing access to the instance's customer portal.
- User won't be searchable and selectable in user-picker fields.
- User's name will show up as Former user (Deactivated) in user-picker fields that were previously filled with their name:
- The account isn't searchable in any filter.
- No reference is kept on the account's email address. If the same customer is re-invited to the instance in the future it will be a brand new account without any correlation with the previously existing account.