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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, and they will need to set a password and log in to the portal to view their request.

From the Portal-only 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.

Allow open portals

Turning on open portals won’t make all of the portals open, but will allow project admins to open individual portals themselves.

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

To allow open portals:

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

  2. Under Jira Service Management, select Portal-only 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 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 on the web (without logging in).

  3. Choose Save.


This page is for company-managed projects

If the lower-left of your service project sidebar says you're in a team-managed project, check out these team-managed project articles instead.

Learn more about the difference between company-managed and team-managed projects.

 

Last modified on Oct 6, 2021
Cached at 4:50 PM on Oct 20, 2021 |

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