Managing access to your service project
Go to Project settings > Customer permissions to choose who can raise requests in your service project and who your customers can share requests with.
On this page:
Choose who can raise requests
People need to be customers to raise requests in your service project. You can let your team control who becomes a customer, or let customers create their own accounts.
|Who can raise requests||Description|
|Customers who are added to the project||Your team adds customers to the project via the Customers page, or by raising requests on their behalf.|
|People with accounts on your Jira site are automatically added to the Customers list and can raise requests.|
|Anyone can email the service project or raise a request in the portal|
If this option is disabled, then your Jira administrator has not turned on public signup for service project on this Jira site. Learn more
Choose who customers can share requests with
You can allow customers to share requests with their organizations, anyone in the service project, or people who aren't customers yet. The people customers share with become participants in the request. Request participants can comment on and share requests, and receive the same notifications from Jira Service Management as the reporter. Learn more about request participants.
The following table describes the ways customers can share requests:
|Who customers can share with||Description|
|Other customers in their organization|
|Any customer, by typing an email address|
Other customers in their organization, plus:
|Any customer or organization, by searching in this project|
If your service project uses user picker custom fields, such as the Approvers field, choose this setting to make sure customers can select users.
Which settings are best for my team?
Not sure how to set up permissions for your team? Here are some suggestions for how to make customer permissions work for you:
|If you're like this||Who can raise requests||Who customers can share with|
|You have a service project that handles contractors' leave requests. Only contractors can use the service project, and you don't want non-contractors don't get confused about where to request leave.||Customers who are added to the project||Other customers in their organization|
|Your company has an IT service desk, and you want all employees to be able to create their own accounts and email requests.||Customers who have an account on this Jira site||Any customer or organization, by searching in this project|
|Your team provides software support for individuals. For example, if your company makes a free SAAS application that individuals use to manage finances, you can let your customers email bugs and questions to your service project email channel.||Anyone can email the service project or raise a request in the portal||Any customer, by typing an email address|