I want to add all my customers in service management

[이유림]

Hello, 

I want to add all my customers in service management, how can i do this ?

My customers don't have an account in JIRA.

My goal is to give them access to the portal without having to create a new account because they already have an account on my site. 

If this isn't possible, is there an easy way to add user account in service management?

Thank you

[Pankaj Jangid · Accepted solution]

Without having an account would be difficult. But certainly you may use some kind of SSO mechanism to map the users (customers+employees) from your service management portal to the users on your site.

For SSO, you may look for something like Atlassian Access. The steps would be:

1. Migrate your sites user to Atlassian Access and then,
2. Point both, your site as well as your Jira Service Management portal, to Atlassian Access.

[이유림]

Thank you for answer.

I'm looking into Atlassian Access.

Maybe you know how to import user account into a csv file? is this simple?

Will an invitation email be sent to the user when i add a user account?

if you know, please explain for me.

Thank you so much.

[Pankaj Jangid]

Migrating any Atlassian product is easy. I would suggest that you move your Atlassian Jira Service Management to Access first. Just follow the guidelines here - https://confluence.atlassian.com/cloud/determine-your-user-migration-strategy-991930388.html

Once you migrate your Atlassian JSM to Access, start with your own site.

[Daniel Ebers]

@이유림

as for your last question - you can also manually bulk customers, please see here:
https://confluence.atlassian.com/confeval/jira-service-management-evaluator-resources/jira-service-management-bulk-add-customers

But this is not a real CSV-import - it is more of copying data over from a CSV into the according field. The invite will send an email to the customers - yes.

[이유림]

@Daniel Ebers 

Thank you for your help ^^

[Jack Brickey]

Customers don’t require an Atlassian account to create and view issues via the portal. They simply need to be added under the project > customers page. If the do have an Atlassian account already and are Listed as users under admin > user management you would still add them as customer under the desired project in the same way.