This document is for a project Agent or team member of the Service Desk Team role needing to add a customer into their project in order to communicate with them. Adding a customer to your project will enable them to be Request Participants and/or use the Customer Portal in the future.
Additional information on adding customers can be found in the vendor documentation at: https://support.atlassian.com/jira-service-management-cloud/docs/add-a-customer-to-a-service-project/
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Requires Service Desk AgentTeam or Administrator project role within the corresponding project. |
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From the project, locate the Customers link option on the left-nav bar of your project.
The Customers screen will display showing all current customers. In the upper right hand corner you'll find a "-right select Add Customers".
Correctly type in the email address and leave the Organization blank.
Select Ok