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Jira Automation docs have moved

All content related to Jira Cloud Automation, previously under the Automate your Jira processes and workflows section, have moved to the new Cloud Automation docs.

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Set up portal access in team-managed projects

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

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

  • restricted access to customers who have an account on your site

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

  • 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 to this service project only by agents and admins. .

  3. Select Save.

Set up portal access for customers with an account on your site

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

To do this, the site admin can:

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

  2. Under Jira Service Management, select Customer access.

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

  4. Select Save.

With these access settings in place, the project admin can restrict portal access to all existing customers or customers that your team adds to the service project:

  1. Under Service project access, choose Anyone allowed on the customer access settings.

  2. Select Save.

Set up portal access for existing customers explicitly added to your service project

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

To do this, the site admin can:

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

  2. Under Jira Service Management, select Customer access.

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

  4. Select Save.

With these settings in place, the project admin can restrict portal access to specific existing customers who are explicitly added to the service project:

  1. From your service project, go to Service project settings () > Channels > Customer permissions.

  2. Under Service project access, choose Customers added to this service project only by agents and admins.

  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 can:

  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. Select Save.

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

  1. From your service project, go to Service project settings () > Channels > Customer permissions.

  2. Under Service project access, choose Anyone allowed on the customer access settings.

  3. Select Save.

This page is for team-managed projects

If the lower-left of your service project sidebar doesn’t say you're in a team-managed project, check out these company-managed project articles instead.

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

 

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