Note: Workaround user must belong to the Jira Administrators group in order to allow JEMHCloud to create customers. See Workarounds for more information.
Summary
JEMHC can be configured to auto create Service Desk Customers when a Customer or Jira user has not been found with the sender address. This will allow the new customers to set a password for accessing the Customer Portal.
Basic configuration to allow Customer Creation:
Go to Profile > Project Mapping > User and pressing Edit.
Select Yes for Auto create Jira Service Management Customer
Select Add Customer To Service Project. This will then add the auto create custom to the Service Project.
Select Notify auto-created customer. This will send a notification to the customer that an account was created and will provide them with a link to set a username and password for their account.
The configuration above will then allow Customers to be created and notified of their account being created.
All Customer configuration Options.
Customer must belong to the service project or to an organization in order to be involved in the issues.
There are some other options which will allow you to further customise the Customer creation process.
Configuration Option | Description |
|---|---|
Add Customer To Service Project | Adds auto created customer to service project. |
Add Customer To Organizations | Created customers will be added to the selected organizations. |
Whitelist user creation by email address regex | Emails matching these expressions will create customers. Leave blank to disable. |
Blacklist user creation by email address regex | Emails matching these regular expressions will NOT be created as a customer. Leave blank to disable. |
Notify auto-created customer | Send a notification to the new customer. Jira Service Management doesn't notify the customer when its account is created via Rest API. As a result JEMHCloud can send a notification. It is recommended to have this notification turned on. |
Registration Email Notification Format | The notification format that is used when the registration email is sent to the auto created customer. |
Registration Email Template Set | Template set to use when sending registration emails. |
Send registration Email to forward user as | Select if the profile’s admin user (Forward User) should receive a copy of the registration email. Select none to disable. |