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Limit service per customer.

Silvio February 22, 2023

The community,
Please, in Jira Service management it would be possible to limit which portal the customer has access to.

Use case:
Have 2 (or more) portals, 1 for a seller and another for a manager.

Salespeople would have access to the services that are relevant to them while managers have access to their services, and so on.

Thank you for your help!

2 answers

1 vote
Joseph Chung Yin
Community Champion
February 22, 2023

@Silvio -

In addition to what @Dave Mathijs mention, you can create two different JSM projects and control the visibility of the projects to be displayed in the common portal.  Where each project will have the available services (request types) exposed to the appropriate users.  Here is what you need to do -

For each project , go to Project settings >> Customer permissions UI

2023-02-22_10-53-57.png

So, your project's admins/agents can control who is allowed to access the project.  Therefore, restrict the visibility of the projects in the portal.

Here is an active case tracking by Atlassian at this time that may related to your ask - https://jira.atlassian.com/browse/JSDCLOUD-195

Hope this also helps you.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

Dave Mathijs
Community Champion
February 22, 2023

Thanks for providing this additional info with screenshots @Joseph Chung Yin 🙌🏻

Like Joseph Chung Yin likes this
1 vote
Dave Mathijs
Community Champion
February 22, 2023

Hi @Silvio ,

Per portal (i.e. per service project), you can determine who you add to the Service Desk Customer project role, provided that you work with project role permissions for the required permissions in your pemission scheme.

To limit the access to certain request types only requires a third-party app.

Silvio February 22, 2023

Alright, can you point me to a third-party app that solves this?
Thanks!

Dave Mathijs
Community Champion
February 22, 2023

I'm sorry Silvio, the third-party apps I have in mind either don't exist for Cloud or don't have this feature in Cloud (they do in Server/Data Center).

This is what their answer is in regards to feature parity:

Important features missing for Cloud are Customer portal visibility and Request types visibility. Currently, there’s no necessary API available to control what groups different request types and the whole portals should be visible to and it is a known limitation.

So the limitation is related to Atlassian.

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