Get started with Jira Service Management for admins
Your first stop for learning how to get started with Jira Service Management.
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.
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.
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.
Anonymous public access to your help center and the 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.
Was this helpful?