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Customers in the customer portal without registration

Antonia
Contributor
June 2, 2025

We have put our customers in our SSO group and now when our customers go to our customer portal, they have to log in with a verification code, so they have to register properly first. Is that normal? Can we get around this with registration? Our customers are internal work colleagues, so the registration is a bit of a problem because we work with SSO everywhere.

1 answer

2 votes
Nikola Perisic
Community Champion
June 2, 2025

Hello @Antonia 

You need to check your authentication policies if some of them have been set up - could be 2FA.

To require two-step verification from an authentication policy:

  1. Go to Atlassian Administration. Select your organization if you have more than one.

  2. Select Security > Authentication policies.

  3. Select Edit for the policy you want to modify.

  4. On the Settings page, select Require.

 

Antonia
Contributor
June 2, 2025

Screenshot 2025-06-02 155729.png

Antonia
Contributor
June 2, 2025

Hi @Nikola Perisic I can't find an option to register and also which site do you mean? (to point 4)

Nikola Perisic
Community Champion
June 2, 2025

hi @Antonia ,

Thanks for the info. Ok, you don't have 2FA enforced and every user is receiving the verification code. Have you asked your users to have verification code added.

You can skip the registration option for your customers on the portal, but when you do this, it will applied to ALL service management projects. To do this:

1. Go to one of your service projects

2.Access > Customer permissions

3. Update customer access settings

4. You need to enable the option Customers can access and send requests from the portal without logging in

Screenshot 2025-06-02 at 16.12.02.png

Antonia
Contributor
June 2, 2025

I don't have this checkbox there...Screenshot 2025-06-02 162456.png

Nikola Perisic
Community Champion
June 2, 2025

Refer to this article here: https://community.atlassian.com/forums/Jira-Service-Management/Jira-Service-management-customers-no-need-to-sign-up/qaq-p/2680456

Look for the accepted answer and the first option that they have chosen, what is the setup from your side?

Antonia
Contributor
June 2, 2025

Screenshot 2025-06-03 083112.pngScreenshot 2025-06-03 084304.png

It differs from mine. But in my case, it's not external customers, but internal ones.

Nikola Perisic
Community Champion
June 3, 2025

Hi @Antonia 

You are correct, it does differ. The reason is because this setting is only for the external users. All of the internal users, must have the Atlassian account.

Antonia
Contributor
June 3, 2025

Yes, but is there any way to switch off the verification code so that you don't have such a large registration? That you just have to enter your name and password?

Nikola Perisic
Community Champion
June 3, 2025

We've checked the policies and none was applied for 2FA. The other option is left for the users to check their account settings > security > manage two factor authentication

Antonia
Contributor
June 3, 2025

@Nikola Perisic Customers cannot access the account settings if they cannot register. So they could register, but they shouldn't register with the code, that's too much.
First of all, it would be good if customers (internally) could simply log in with an e-mail address, i.e. actually SSO.

Nikola Perisic
Community Champion
June 3, 2025

@Antonia that's strange. Users shouldn't be receiving any code, especially when they are using SSO. Which service are you using for SSO?

 

Antonia
Contributor
June 3, 2025

@Nikola Perisic I'm using Microsoft Intune

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