This document is for a project Agent or member of the Service Desk Team role needing to add a customer with an external email address into their project in order to communicate with themcreate a request on behalf of that user. Adding a customer to your project will enable them to be Request Participants and/or use the Customer Portal in the future.
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Requires Service Desk Team or Administrator project role within the corresponding project. |
Adding Customer
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From the project, locate the Customers option on the left-nav bar of your project
The Customers screen will display showing all current customers. In the upper-right select Add Customers
Correctly type in the email address and leave the Organization blank
Select Ok