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Set up an open portal

You can set up an open portal to allow anyone to access your portal. This means anyone who visits your portal doesn’t need an existing account on your site. However, the customer must enter their email address when they send a request. An account will be created for them depending on the account type configured in the customer access settings, and they will need to set a password and log in to the portal to view their request. Learn more about service project customers.

From the customer access page, a site admin can allow open portals on the site. This doesn't automatically turn all portals into open portals but adds it as an option for service projects on the site. Learn more about customer access settings.

Allow open portals

You need to be a site admin to allow open portals.

To allow open portals:

  1. From the top right of your screen, select Settings () > Products.

  2. Under Jira Service Management, select Customer access.

  3. Select Allow customers to create accounts.

  4. Select Customers can access and send requests from the portal without logging in.

  5. Choose Save.

In the project settings, a project admin can enable anyone to send requests to the service project.

Open a portal

You need to be a project admin to open a portal.

To open a portal and allow anyone to send requests:

  1. From your service project, go to Project settings > Customer permissions.

  2. For Choose who can send requests to your project via email or the portal, choose Anyone allowed on the customer access settings.

  3. Choose Save.

Learn more about set up and manage portal access

Additional Help