I am setting up online customer registrations for various training courses in the service desk cloud. Is it possible for customers anonymously, without registering in Jira to view the information about our courses, such as the name and description, in the service desk? If yes, how can this be configured exactly in detail step by step. Your help is much appreciated.
Hello @Olga Stepanova
Welcome to the Atlassian Community!
Indeed, you can configure your Jira Service desk to be a login-free portal where your customers can discover your portal and its help articles via search engines without needing to register or login.
To send a request, they fill out a form and provide an email address to track it, while the rest of the process works like email support: they get a confirmation email from your service desk, can correspond with agents over email, and get updates on the request status. P.S: They can still finish creating an account in the portal to track the request, but it's not necessary.
Here are the steps to configure it:
To start using the login-free portal, follow these steps:
To start using the login-free portal, follow these steps:
- In the global settings, a JIRA admin allows login-free portals on the site. This doesn’t automatically turn it on for all the portals, it just makes it an option for projects on the site.
To do this, go to> Products > JIRA Service Desk Configuration > Customer permissions.
- For Can customers create their own accounts? choose Yes.
- For Can customers access and send requests form the help center without logging in? choose Yes.
- In the project settings, a project admin allows anyone to send requests to the project.
To do this, go to Project settings () > Customer permissions (or Project settings (
) > Channels > Customer permissions in next-gen projects).
- For Who can access the portal and send requests to %your_site_name%?, choose Anyone.
- If you want customers to be able to read your knowledge base without logging in and find articles via search engines, verify your knowledge base settings.
To do this, go to Project settings () > Knowledge base.
- For Access > Viewing, make sure Anyone can read articles is selected.
For more details on how this functionality works, you can check the documentation below:
Introducing the login-free portal for Jira Service Desk Cloud
Let us know if you have any questions.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Hi @Petter Gonçalves ,
I found this topic interesting. I've got a scenario relevant to this.
Here it goes: A customer email address has been added to a Jira service project. The customer opted not to sign-up to the Jira portal but wanted to get notified with all the updates of the ticket raised. The project admin sees the captured email address under the reporter field and made sure that all notifications are enabled for the customer.
Question: Why is that the customer does not receive any updates via emails to the ticket raised? Is it always a prerequisite for the customer to sign up to Jira to receive notifications?
I'd love to hear your thoughts to this.
Thank you.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Online forums and learning are now in one easy-to-use experience.
By continuing, you accept the updated Community Terms of Use and acknowledge the Privacy Policy. Your public name, photo, and achievements may be publicly visible and available in search engines.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.