How do I edit a customer portal in Jira?

How do I create a customer portal in Jira Service Desk?

Set up an open portal

  1. Go to Settings ( ) > Products > Jira Service Management > Configuration.
  2. Find Customer Permissions.
  3. For Can customers create their own accounts?, select Yes, by signing up or sending a request.
  4. For Can customers access and send requests from the help center without logging in?, choose Yes.

How do I create a portal in Jira?

Set up an open portal

  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.

How do I edit Service Desk in Jira?

To edit the project key or category, you must be a Jira admin.

To edit a project’s details:

  1. Open the project you want to change.
  2. From your project’s sidebar, select Project settings > Details.
  3. Edit the relevant details and select Save details.

How do I disable a customer portal in Jira?

2 answers

  1. Go to Project Settings.
  2. Click on Permissions in Sidebar.
  3. Click Actions and Click Edit Permissions.
  4. Remove Service Desk Customer – Portal Access and Application Access for Browse Projects and Create Issues Permission. Please refer the screenshots.
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What are the features of customer portal?

Customer Portal Features

  • Secure 24/7 self-service from desktop and mobile devices.
  • Order placement and management.
  • Ability to customise and add your own company branding.
  • Access to statements and online payments.
  • Support for multi-currency and high load volumes.
  • Easy to embed into company websites.
  • Credit memos and deliveries.

Is Jira Service Management replacing Jira Service Desk?

Jira Service Management will replace Jira Service Desk Cloud over the next three weeks, with an automatic update for cloud customers. … It also fleshes out automated risk assessment and change management workflows based on the company’s 2019 acquisition of the Automation for Jira no-code change management workflow tool.

How do I use a service desk in Jira?

For now, let’s get you set up with a basic service desk project.

  1. If you’re working with an existing Jira Service Desk instance, select Projects > Create Project from the the top navigation bar of your instance. …
  2. Select “Basic Service Desk” as the project type.
  3. Name your project. …
  4. Select Submit to create your project.

Can customers create their own accounts?

New customers can create their own accounts in your Service Management via the customer portal. … people they share the requests with, also become customers and can raise requests. people they add to the CC will also become customers and can raise requests.

How do I improve my Jira Service Desk?

4 essential Jira Service Desk customizations

  1. Set up customer request types. The Help Center is the first touchpoint of the support process. …
  2. Edit fields or add custom fields to the request form. …
  3. Incorporate your company’s brand. …
  4. Link a knowledge base.
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How do I customize in Jira?

To customize your issues, you need to be a Jira administrator.

  1. From your project’s sidebar, select Project settings > Screens.
  2. Expand the appropriate screen scheme.
  3. Select the View issue screen to configure it.

How do I remove a service desk from Portal?

go to permissions schemes, find the project you want to edit and click permissions. You should then see a permission called “Browse Projects” click remove, this will give you the option to remove “Service Desk Customer – Portal Access”.

How do I hide a request type in Jira Service Desk?

Go to a service desk project > Project settings > Request types; Choose a request type > click on Edit groups and uncheck all boxes; Note that the request type will start showing under “Hidden from portal”.

How do I disable a Jira service desk project?

To disable a service project for a project

  1. Go to the administration of the project for which the service project is associated.
  2. Go to Service Desk in the left hand menu.
  3. Click Disable to disable the service project.