Project admins can use the customer permissions settings to choose
- who can view the portal
- who can send requests to the service desk
- who customers can share requests with
To choose who can view the portal, who can send requests to the service desk, and who customers can share requests with:
In your service project, select Project settings ( ) > Customer permissions.
Who can send requests?
The two options you see here vary depending on how your Jira admin sets the global customer permissions:
- Customers my team adds to the project (default). Only people you add to the project can access your portal via a URL or the help center
- Anyone with an account on %your_Jira_Cloud_site%. People with accounts on your Jira site can send requests to your portal.
- Anyone can send a request via the portal or %your_servicedesk_email%. Anyone can create an account and send requests via the portal or email. If customers can share requests, then people they share with also become customers and can send requests.
- Anyone can send a request without logging in. Anyone can send requests via the portal or email, without creating an account. If customers can share requests, then people they share with also become customers and can send requests. If your project is linked to a Confluence knowledge base that allows anonymous access, then customers can find your help articles via search engines. Customers still need to log in to view their requests.
Who can customers share requests with?
Customers can share requests with their organization, via the portal, or by CCing someone on an email request. 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 Desk as the reporter. Learn more about request participants.
Choose one of the following options:
- Other customers in their organization. Customers can share requests with their organization, or send a private request that isn't shared. Customers can search their organization for people to share with. Customers who aren't in an organization can't share requests.
- Any customer, by typing. Customers can share requests with anyone in the service desk if they know their email address. If the service desk allows public signup, people customers share with will also become customers.
- Any customer, by searching. Customers can search the service desk for people to share with. If the service desk allows public signup, people customers share with will also become customers. You must choose this option if you want customers to be able to search for approvers within their organization.