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Service desk not showing customer in People view

Esther Strom
Contributor
March 8, 2019

We're new to Service Desk, so please forgive me if this is obvious.

Here's our setup: we have two service desk projects. One (SDA) is locked down and customers must be manually invited by our service desk agents. The second (SDB) allows customers to create their own accounts.

A customer creates an account in SDB, which has a single request type - Access Request. They fill out a custom form and submit, and then our service desk agents will follow up with the references provided on the form to determine if the user should be allowed access to SDA. If yes, the agent manually invites the user via their email address to SDA. If no, nothing happens (aside from closing the request with notification to the customer that their request has been declined.)

All of this works with no problem. Where I'm running into issues is, we want to remove access to SDB once the user has been granted access to SDA.

I'm looking at the Customers view (available to non-admin agents), and I see the customer who created his own account.

customers.png

But in this view, there's no ability to delete a customer (which makes sense, since that should be an admin action.)

So I go to Settings -> People, which DOES have the Remove option next to users, but I'm not seeing the customer. Do only manually added users (whatever their access level) show up in the admin People view?

I googled how to remove a self-added customer, and found this doc, which says:

Remove customers from a project

You must be a project administrator to remove customers from a project.

  1. In your service desk project, select Project settings () > People.
  2. Hover over the user or group you would like to remove, and then select .

If the customers have Jira accounts or created their own accounts, then a Jira administrator needs to deactivate them:

  1. Choose  Settings > User management.
  2. Search for and select the user you want to deactivate.
  3. Select Deactivate while viewing their profile.

 

I'm our Jira site admin, which means I should have access to everything. But when I go to Jira Seetings->User Management, I do not see the self-added customer anywhere.

So how do I remove access to SDB for customers who created their own accounts?

 

EDITED: This was a tricky one, possibly because we also use managed accounts. I had to go to Jira Settings -> User Management -> Jira Service Desk -> Portal Only Customers. 

1 answer

0 votes
Jack Brickey
Community Champion
March 11, 2019

@Esther Strom , correct for those customers they will show up under Portal Only Customers. However, be careful there to ensure you don't deactivate SDA customers. In case that isn't obvious.

Esther Strom
Contributor
March 11, 2019

Thanks. Yes, the deactivations will be done one at a time, and after the user is manually added to the Customers page of SDA by a service desk admin.

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