Adding request participants

Request participants are customers and organizations who can view, comment, and receive notifications about a request. Participants receive the same notifications as the reporter and can turn off notifications at any time. You might add request participants so they can provide more information about a request, or to notify them of a request's progress.

Both agents and customers can add and remove request participants. Who customers can add as participants depends on the project's customer permissions settings. Read Managing access to your service desk to learn more.


On this page:

Add participants to a project

To add participants to a project:

  1. From the sidebar, select Project settings > Users and roles, then select Add users to a role.
  2. Enter the participant's email address, choose their role type, then select Add.

Request participants follow issue-level security schemes. For example, if an administrator customizes requests so that only reporters can view them, then request participants won't be able to view the request. Administrators can refer to the instructions in Configuring issue-level security to update the issue security scheme.


Add participants to an issue

Requests participants can only be added if they have access to the project. Change your customer permissions to set who can access your service desk project.

To add a participant to a request:

  1. Open the issue you want to add a request participant to.
  2. Select the Request participants or Organizations field on the right side of the issue view.
  3. Enter the participant's details, then click the tick.

When you add a request participant they receive an email notifying them that they are participating in the request, depending on the project's notification settings.

The following image shows the request participants in the issue view:

A list of request participants display below the Request participants field on the issue view


Add participants in the customer portal

Agents and customers can add participants from the customer portal. If a customer is in an organization they can share the request when they raise it. By default, the request is shared with the customer's organization unless they select Private request. If the customer is in more than one organization the request is private by default.

How an agent adds a participant to a request:

  1. From the sidebar, select Raise a request
  2. Fill out the request form, select Create.
  3. Select Share from the right side panel, enter the name, email address, or organization in the Share this request field.
  4. Select Share.

How a customer adds a participant to a request:

  1. Access the customer portal from the link provided.
  2. Fill out the request form, select Create.
  3. Select Share from the right side panel, enter the name, email address, or organization in the Share this request field.
  4. Select Share.

Participants will receive an email notifying them that they are participating in the request depending on the project's notification settings. The participants will appear under the Shared with section in the request.

The following image shows the request participants in the customer portal request view:

A list of request participants display below the Shared with panel on the customer portal view


Add participants through email

Customers in an organization can share requests when they raise them. By default, the request is shared with the customer's organization unless they select Private request. If the customer is in more than one organization the request is private by default.

To add participants through email:

  1. Add the participant's email address to either the TO or CC fields.

The participant will receive an email notification that you added them depending on the project's notification settings.


Add watchers

Agents can involve other agents or Jira users to get help with an issue. For example, you might want Jira Software developers to help analyze a bug that a customer has reported.

To involve other users, add them as watchers:

  1. Open the issue you want to add a watcher to.
  2. Select the Watchers field to the right side, under People
  3. Click on the number count, then enter the name or email address in the Add watchers field.

Watchers are notified about internal activity on an issue, and can communicate with you via internal comments.


Last modified on Jul 8, 2019

Was this helpful?

Yes
No
Provide feedback about this article
Powered by Confluence and Scroll Viewport.