Add a customer to an organization

Rather than add customers individually, you can group customers into organizations. This saves you time when you set up multiple service projects, and ensures you give the right people the right access to request help. There is no limit on the number of customers you can add to an organization.

To add customers to an organization:

1. From your service project, go to Customers.

2. Select an organization from the list by clicking its name.

3. Select Add customers.

4. Enter the customer’s username or email. Separate customers by commas to add more than one at a time.

5. Select Add.

Organizations can be used in multiple service projects, so you won’t see individual customers in a single service project’s Customers role.Rather than add customers individually, you can group customers into organizations. This saves you time when you set up multiple service projects, and ensures you give the right people the right access to request help. There is no limit on the number of customers you can add to an organization.

Administrators can add customers to an organization. Agents can also add customers to an organization, providing that the option Yes, agents can add and remove organizations from projects, and add and remove customers from organizations is enabled in Jira Service Management > Configuration > Organization management.

To add customers to an organization:

1. From your service project, go to Customers.

2. Select an organization from the list by clicking its name.

3. Select Add customers.

4. Enter the customer’s email. Separate customer emails by commas to add more than one at a time.

5. Select Add.

If Customer service management is turned on, follow these steps add customers to an organization:

1. From your service project, go to Organizations.

2. Select an organization from the list by clicking its name.

3. Select Add customers.

4. Enter the customer’s email. Separate customer emails by commas to add more than one at a time.

5. Select Add.

Organizations can be used in multiple service projects, so you won’t see individual customers in a single service project’s Customers role.

Add customers to an organization from Jira product settings

You can also add customers to an organization from Jira product settings. This is only available to Jira administrators.

To add customers to an organization from product settings:

1. In the top right hand corner of the screen, select Settings > Products > Organizations.

2. Select an organization from the list by clicking its name.

3. Select Add customers.

4. Enter the customer’s email. Separate customer emails by commas to add more than one at a time.

5. Select Add.

Customers you add to an organization will be added to any projects the organization is attached to.