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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. They are:

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

  • Restricted access to users who have an existing account in your Jira site

  • Open access for all. Learn how to set up an open portal.

Set up portal access for customers added to your service project

Project admins can set up this access for customers. To do so:

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

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

Set up portal access for existing customers of your Jira site

First, a Jira 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 Jira admin should:

  1. Go to Settings () > Products > Jira Service Management > Configuration.

  2. Find Customer Permissions.

  3. For Can customers create their own accounts?, select No, only my team can create accounts.

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

Learn more about how global permissions impact project permissions in Jira Service Management.

Last modified on Jun 21, 2021
Cached at 9:09 PM on Jul 24, 2021 |

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