カスタマーを管理する
JIRA Service Desk customers are users who create requests for the service team to work on. They do not have access to the service desk interface in JIRA used by agents. Customers do not consume JIRA Service Desk licenses or JIRA user licenses. Customers can:
- リクエストを作成し、作成したリクエストを追跡する
- 自身が作成したリクエストにコメントを追加する
Every customer must have an account to create requests. They need to log in to use the Customer Portal. When customers contact your service desk with the email channel for the first time, new user accounts will automatically be created for them if public signup is enabled. If the service desk does not allow public signup, emails sent by unregistered email addresses are not processed.
注意
このページの説明は、バージョン 2 のライセンスを対象としています。
All purchases of JIRA Service Desk made on and after 10 September 2014 are on the version 2 license, i.e. the new pricing model. For instructions on user management for version 1 license, see Setting up users with the version 1.x pricing.
顧客とリクエストの管理
ピープルタブの顧客セクションから、顧客と顧客がサービスデスクで作成したリクエストを検索できます。このセクションは顧客リストとも呼ばれます。リストには最大で 20 名の顧客が表示されます。リストに表示されない顧客を検索することもできます。
顧客が作成したリクエストを見るには、リストのオープン リクエストおよびクローズド リクエストカラムを参照してください。
スクリーンショット：ピープルタブの顧客リスト
顧客の追加
There are a number of ways to add customers to your service desk.
Allowing customers to sign up for user accounts
Public signup allows your customers to create accounts themselves. As new customers sign up, they will be added to your service desk's customer list.
To enable public signup, see Configuring public signup.
Adding customers to your service desk manually
To add customers manually:
- In your service desk, go to the People tab > Customers.
- Click the Invite customers button, and enter the email addresses of the customers.
Note: Mailing lists do not work.
Invited customers will then receive an email invitation that links them to your Customer Portal. They can log in to your portal if their email already exists in the system, or they will need to fill in details for their account and set the password after landing on the portal.
Customers are added as members of the Service Desk Customers role automatically after you invite them to your service desk.
Adding customers to your service desk by groups with the project role
You can add groups of customers by adding them to the Service Desk Customers project role.
- Open the service desk in the administration console, go to Administration > Projects.
- サービスデスクを選択します。
- Open the Roles section
- Review the Service Desk Customers role and update the Groups field. Enter one or multiple JIRA user groups of your choice and click Update.
追加したグループのユーザーは、サービスデスクにアクセスできるようになります。
