How to enable self-sign-up from email so all inquiries are ticketed?

[中山 拓]

I’d like to configure Jira Service Management so that email inquiries from users not yet registered as customers are automatically added as customers via self sign-up, and every email inquiry is converted into a ticket.
Does anyone know the exact settings to achieve this?

From the current processing logs I’m seeing these two errors:

• “Self sign-up is disabled for this help center. You need to be invited first.”

• “You don’t have permission to access this service project.”

Any guidance would be greatly appreciated.

JSMでカスタマーに登録されているユーザー以外からのメール問い合わせも、セルフサインアップで随時カスタマーに登録されるよう設定し、メールでの問い合わせを全てチケット化したいです。設定方法を御存知の方いらっしゃいますか？

現在の処理ログから確認出来たエラーは以下の２点です。

・このヘルプ センターでは、セルフサインアップは無効になっています。まず招待される必要があります。

・このサービス プロジェクトへのアクセス権限がありません。

他に必要な情報等あればご指摘ください。

[Deivid Araujo]

Hi!

See if this helps:

• Go to project settings

  • Navigate to your Service project → Project settings → Customer permissions.

• Adjust “Who can raise requests”

  • Choose: Anyone on the web.

  • This setting allows new people to send an email and have a request created automatically.

• Enable customer self sign-up

  • In the same section (or via Administration → Products → Jira Service Management → Configuration → Customer access), set:

    • Allow customers to create accounts via the help center and email.

  • This removes the “Self sign-up is disabled…” error.

• Check your email channel settings

  • Go to Project settings → Email requests.

  • Make sure the email address is connected (default Atlassian email or custom).

  • Ensure “Create new customers for people who email the service project” is turned ON.

• Permissions sanity check

  • In Project settings → Customer permissions, confirm:

    • “Customers can access the help center without being added to the project” (otherwise they’ll get “You don’t have permission…”).