How to create organizations?

[Gabe Cz]

I may not fully understand the field and its purpose.

We are importing and transitioning from spiceworks where we had "Category" that is easy enough to transfer to "Components"

Then we have a field in the old system called "Department" is there something similar to it in Jira other than Organizations (which may not be what i'm looking for). i think "teams" is a globally set group but i'm looking for something more project-related project-level thing.

I'd like to give a try to the field "Organizations" which as of now says "No matches found" if i click on the "None" and try to select one when opening an issue/ticket. Where as "Components" have a dropdown, and "Team" has a dropdown and when it's empty it offers to create one. Organizations does not do any of these and I couldn't find where to create one to see if that's what we want.

thanks

gabe

[Joseph Chung Yin]

@Gabe Cz -

In JSM, Organizations are related to your customers grouping and it is different than Components/Teams usages..

Take a look at the following reference links on JSM Organizations usage -

https://support.atlassian.com/jira-service-management-cloud/docs/group-customers-into-organizations/

https://confluence.atlassian.com/jirakb/everything-we-should-know-about-customer-organizations-in-jira-service-management-projects-1224782662.html

Hope this helps.

Best, Joseph Chung Yin

[Ashok Shembde]

Hi @Gabe Cz 

Steps to Create Organizations in JSM Cloud:

1. Navigate to the Project:

   • Open the Jira Service Management project where you want to create organizations.

2. Go to the Customers Section:

   • On the left-hand side, select Customers under the People section.

3. Create Organization:

   • Click the Add organization button.
   • A window will pop up asking for the organization's name.
   • Enter the name of the organization, then click Add.

4. Add Customers to the Organization:

   • After creating the organization, you can start adding customers to it.
   • Click on the organization name and select Add customers.
   • Enter the email addresses of the users you want to add to this organization and click Add.

5. Configure Organization Access:

   • Organizations allow all the members to view and manage requests from anyone within the organization.
   • You can configure this setting by going to Project Settings > Customer Permissions and selecting the desired level of access.

Now, the organization is set up, and you can assign customer requests to it, track activities, and ensure that everyone in the organization has visibility into shared tickets.

[Alex Ortiz]

I would recommend creating a custom field and associating it to a screen in your JSM project.  The values of this custom field can be defined as whatever you want and it will behave closer to that of the Component and Team field.  The only problem is only a Jira Admin can update the available values in the custom field.

[Alex Ortiz]

As @Joseph Chung Yin stated, the Organization field is a JSM specific field that has a very specific purpose that I don't think necessarily aligns with what you are trying to achieve.