Adding Customers to a Project in Orange Tracker

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 create 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. 

Additional information on adding customers can be found in the vendor documentation at: Add a customer to a service project | Jira Service Management Cloud | Atlassian Support

Adding Customer

1. From the project, locate the Customers option on the left-nav bar of your project

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2. The Customers screen will display showing all current customers. In the upper-right select Add Customers

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3. Correctly type in the email address and leave the Organization blank

4. Select Ok