Share with organization

[Roger Seflinger]

How do you do this? I don't see any documentation explaining the steps to accomplish this, but the tutorial videos state its easy to do without explaining how its done.

[robert Mugabuhamye · Accepted solution]

hello @Roger Seflinger .
in order for your JSD customer to share with the organization, you first need to create and organize your customer by organization in your project:

https://confluence.atlassian.com/confeval/jira-service-desk-evaluator-resources/jira-service-desk-grouping-customers-into-organizations

Here you have the doc on how to do it on  Jira cloud, it should be somehow similar on Server.
Regards

[Roger Seflinger]

Hi @robert Mugabuhamye   I already have a couple of organizations setup with the appropriate permissions.  In the portal it doesn't show/give the option to share it with them. I don't see where I can set that up like adding a field etc.

[jira guy]

You should be able to share using the share button from the portal. First you need to make sure organizations are available in that project and also give permission to share requests with organizations.

Below setting is available in project admin section

Who can customers share requests with?

Other customers in their organization

Any customer, by typing an email address

Any customer or organization, by searching in this project

[Roger Seflinger]

To clarify.  After the ticket is created it gives me the option to share with an organization, but I wanted that ability during ticket creation like described in this video.https://www.youtube.com/watch?v=x0GSghhnN4I&t=810s

[Roger Seflinger]

Here are some screenshots

[jira guy]

You should be able to add organizations to request form from the project admin section

Update: I am wrong about this. Turns out you can't really add this field to request form

Found an existing answer here  https://community.atlassian.com/t5/Jira-questions/Add-Organizations-field-in-Create-Issue-Screen/qaq-p/633126

[robert Mugabuhamye]

@Roger Seflinger it should be there by default if you user is in an organization.
are you sure the user you are logged in with is part of an organization?

[Roger Seflinger]

This is getting confusing. I am logged in using my account. So let's say we are all Company A.  A partner we work with is Company B, and I set them up as organizations. I wanted any user of Company A, have the ability to share with Company B since they handle some support issues. Does that make sense?  Like the video displayed a user may want to share with "Oceanic Airlines".  That user wouldn't be working for or a part of the Oceanic Airlines company.

[robert Mugabuhamye]

It does make sense.

1. if you want to share the ticket with the organization "on creation", my understanding is you have to be in that organization. 
2. after creation, I think you can share it with other organization if the permission is set so even if you are not in that org.

hope it helps 

[Roger Seflinger]

@robert Mugabuhamye   Thanks for your help! In my testing I see I can share on creation if I'm a part of that organization, which makes no sense to me at all. Why would our users be a part of another organization. The whole point of sharing is for people outside (how I look at it). Of course anyone within the organization would see it. The whole thing doesn't make sense.  Anyway I'm forgetting this piece since it won't work and doesn't make sense to me. Have a great day!