Learn more about how customer access settings impact project-level customer permissions. With these access settings in place, the project admin can allow anyone on the web to send requests to the service project: Learn more about managing who can view knowledge-base articles. Note: These settings will allow a project admin to be able to let ‘Anyone’ view knowledge base articles from a linked space in the portal. Select Customers can access and send requests from the portal without logging in. Select Allow customers to create accounts. 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. However, the customer must enter their email address when they send a request. This means anyone who visits your portal doesn’t need an existing account on your site. You can set up an open portal to allow anyone to access your portal. With these settings in place, the project admin can restrict portal access to specific existing customers who are explicitly added to the service project: Select Don’t allow customers to create accounts. Under Jira Service Management, select Customer access. 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. Set up portal access for existing customers explicitly added to your service projectįirst, a site admin must make sure that customers can’t create their own accounts on your site. Under Service project access, choose Anyone allowed on the customer access settings. 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: Select Don’t allow customers to create their own accounts. 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.įrom the top right of your screen, select Settings ( ) > Products. Set up portal access for customers with an account on your siteįirst, a site admin should make sure that customers can’t create their own accounts on your site. Under Service project access, choose Customers added to this service project only by agents and admins. To set up portal access for customers added to your service project:įrom your service project, go to Project settings > Customer permissions. You need to be a project admin to set up portal access. To use a REST API, your application will make an HTTP request and parse the response. Set up portal access for customers added to your service project URI Structure JIRA's REST APIs provide access to resources (data entities) via URI paths. Restricted access to existing customers who are explicitly added to the service project Restricted access to customers who have an account on your site Restricted access to new customers who are explicitly added to the service project There are four main levels of access you can give your customers: You can set permissions to define who can access and send requests to your service project through your portal.
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