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Set up and manage portal access

You can set permissions to define who can access and send requests to your service project through your portal. There are three main levels of access you can give your customers:

  • restricted access to customers who are explicitly added to the service project

  • restricted access to users who have an existing account on your site

  • open access for anyone on the web

Set up portal access for customers added to your service project

You need to be a project admin to set up portal access.

To set up portal access for customers added to your service project:

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

  2. Under Service project access, choose Customers added by agents and admins.

  3. Select Save.

Set up portal access for existing customers of your site

First, a site admin should make sure that customers cannot create their own accounts in your site. This would mean that only those with an existing account or those customers that your team adds will have access to your service project’s portal.

To do this, the site admin should:

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

  2. Under Jira Service Management, select Portal-only customer access.

  3. Select Don’t allow customers to create their own accounts.

  4. Select Save.

With this global permission in place, project admins can choose to restrict their portal to existing users of their site only.

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

  2. Under Service project access, choose Anyone with an existing account on your site.

  3. Select Save.

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.

To do this, the site admin should:

  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. Select Save.

With these access settings in place, the project admin can enable anyone to send requests to the service project:

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

  2. Under Service project access, choose Anyone on the web (without logging in).

  3. Select Save.

Learn more about how customer access settings impact project-level customer permissions.

Last modified on Oct 6, 2021
Cached at 3:48 PM on Dec 5, 2021 |

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