Limiting Customers To Certain Service Desk projects

[Ste404]

Hi there,

In JSM when people work out of their various projects and they click customers everyone can see every customer.

What I want to do is limit customers to only certain projects.

I was looking at this link

https://confluence.atlassian.com/jirakb/how-to-restrict-customers-access-to-specific-projects-only-in-jira-service-management-917965224.html

but I can't find the option to be able to set a customer to have a particular project role for a project name (step 3).

Can someone let me know where I should be going to find this setting so I can test out the changes?

Thank you

[Joseph Chung Yin]

@Ste404 -

As you provided the link, you will need to access "Project settings" >> "People" UI to manually add the customer to your specific project.  Example - add the user by assigning he/she with the Service Desk Customers project role.

You will need to also complete the rest of the steps mentioned in the article (your link) to lock-down the project.  This entire setup must be done project by project basis for all of the projects that you want to locked down.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

[Joel Garner]

When you're in the relevant projects and go to "Project Settings", go to the "People" section. It will list all customers/agents that have access to the project.

[Stefanie Sullivan]

is there a way to export this list?

[Joel Garner]

Not from the Project.

If you go into Jira Admin, you can export a list of all "Portal-Only Customers", but that doesn't include what Project they are accessing.

1. Go to Products, and then site

2. Go to Portal-only customers

3. Select Export Customers