Just a heads up: On March 24, 2025, starting at 4:30pm CDT / 19:30 UTC, the site will be undergoing scheduled maintenance for a few hours. During this time, the site might be unavailable for a short while. Thanks for your patience.

×
Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Service Desk for both outside clients and internal employees

beck
Contributor
April 14, 2022

 

I'm working at B2B Solution company and I'm using JIRA service desk for internal purpose such as day off request, IT equipment request, etc.

 

As you know, these kind of requests are only unnecessary but should not be leaked by the outside clients.

 

I'd like to collect the outside client's request using JIRA Service Portal, not E-mail or chatting anymore.

 

But If I allow them to access the service portal, they can see every internal projects such as IT equipment request..

 

In order to hide this kind of projects for outside clients, I can set the permission for every projects where I set 'Customers added by agents and admins', not 'Anyone with an account on https://<domain>.atlassian.net.

But if I set like above, I should add entire employees for every project manually and it seems impossible.

Therefore, I have no choice but to set it to 'Anyone with an account on https://<domain>.atlassian.net'.

 

I considered to create new jira service portal domain for outside clients,

But it would separate the tasks and it may cause a lot of confusion for jira users.

 

So how do I use jira service portal for both outside clients and internal employees, and make outside clients not be able to see the internal projects.

 

2 answers

2 votes
Tessa Tuteleers
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 14, 2022

Hi @beck , 

usually we solve this by indeed using the "Customers added by agents and admins" and creating a usergroup (internal_employees or something).

And then adding that group to the Service Desk Customers role (in the people tab). 

You still need to manage the group then for your employees, but after that the permissions in the service desk projects will be alright. 

Hope this helps! 

- Tessa

beck
Contributor
April 17, 2022

Thanks for letting me know but it's rarely possible to add all employees to the Service Desk Customers I made by clicking and typing all IDs of employees

1 vote
Brant Schroeder
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 14, 2022

@beck You seem to have a good grasp of how you can set multiple service desk up in a single instance and lock specific service desk down to only certain customers.  This is the only way to accomplish what you are asking to do.  I am assuming that you have some sort of directory or SSO service that manages access of employees at you company.  I would suggest using the API to add employees to your projects or remove them.  Should be a relatively easy build and you could have it run nightly. 

beck
Contributor
April 17, 2022

I wanted to avoid this solution, but it seems that there's nothing I can do about it.

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Upcoming Jira Service Management Events