チーム管理対象サービス プロジェクトに顧客を追加する

Both admins and agents can add customers to a service space.

Add a customer to your service space

1. From your service space, select Customers.

2. On the Customers tab, select Add customers.

3. 顧客のユーザー名またはメールを入力します。複数の顧客をまとめて追加するには、顧客をカンマで区切ります。

When a customer is added to a service space:

• If the Customer invited notification is enabled for the service space, the customer will receive an invite to sign up for an account to access help centers on your site.

• [招待されたカスタマー] という通知が無効になっている場合は、メール アドレスを検証するためのメールがカスタマーに送信されます。カスタマーがパスワードを作成してアカウントのサインアップを完了すると、ヘルプ センターにログインして、リクエストの登録や表示を行えるようになります。

• An account is created for the customer. You can start raising requests on behalf of the customer even if the customer hasn’t completed their account sign-up. However, the customer needs to verify their email address to receive customer notifications. Find out more about raising a request for a customer.

There is no limit on the number of customers you can add to your service space, however only Jira admins can edit customer’s name, change password, migrate portal-only account to Atlassian account, revoke access, or delete account for a customer. Find out more about managing customer accounts.

Admins can set up Jira Service Management to allow customers to add accounts by themselves. Or, you can open your service space to Jira users. Find out how to set up your global and space permissions.  

Give agents permission to add customers to your service space

To give your agents permission to add customers to your service space:

1. From your service space, select Settings (), then Jira apps.

2. [Jira Service Management] で [設定] を選択します。

3. Under Organization management, select the option next to Yes, agents can add and remove organizations from spaces, and add and remove customers from organizations.