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All content related to Jira Cloud Automation, previously under the Automate your Jira processes and workflows section, have moved to the new Cloud Automation docs.

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How customer access settings impact project permissions

Customer access settings allow site admins to control:

  • whether or not accounts can be created for different types of customers: internal and external

  • how accounts will be created for customers to send requests and access the portals on your site

  • whether or not customers need to log in to access the portals on your site.

Depending on the customer access settings selected by a site admin, project admins can control:

  • which customers can access the portal associated with the service project

  • how customers can share requests, and who they can share requests with

The following reference list summarizes all types of site-level and project-level permissions.

Customer access settings

The customer access settings can be changed by site admins at the help center (site) level, and they affect the project-level customer permissions that can be changed by project admins. Learn how to configure customer access settings.

Project customer permissions

The project customer permissions can be changed by project admins at the project (portal) level, depending on how site admins set customer access settings. Learn how to change project customer permissions.

How customer access settings impact project customer permissions

Anonymous public access to your help center and portal

If the site admin has selected the following customer access settings:

  • Allow customers to create accounts

  • Customers can access and send requests from the portal without logging in

then in the project customer permissions, the project admin can allow anyone on the web to send request via email or the portal:

  • Anyone allowed on the customer access settings

An account will be created on your site when the new customer enters a their email address in the request form, or when they send an email to the portal’s email address.

Public access to your help center with invite-only to the portal

If the site admin has selected the following customer access settings:

  • Allow customers to create accounts

then in the project customer permissions, the project admin can allow only the customers added to the service project to send requests via email or the portal:

  • Customers added to this service project only by agents and admins

Once the agents or admins add the customer’s email address via the service project’s Customers page, the customer will be able log in to the portal and send email requests.

Restricted access to your help center and the portal

If your site admin has selected the following customer access setting:

  • Don’t allow customers to create their own accounts

then in the project customer permissions, the project admin can allow all existing customers (with accounts on your site) to send requests via email or the portal:

  • Anyone allowed on the customer access settings

Only the existing customers on your site will be able to log in to the portal and send email requests.

Restrict access to your help center and invite-only to the portal

If your site admin has selected the following customer access setting:

  • Don’t allow customers to create their own accounts

then in the project customer permissions, the project admin can allow a subset of the existing customers (with accounts on your site) to send requests via email or the portal:

  • Customers added to this service project only by agents and admins

Only the existing customers that are added to the current service project will be able to log in to your portal, and send email requests.

Learn more about setting up and managing portal access.

Additional Help