Customer’s view

Learn how to navigate a Page as a customer

As a customer, you can use Pages as a substitution for Customer portal and Help center. Once your Jira administrator provides you with a Page link, you can then log in to see different request types from various service projects.

Accessing Page

Once you’ve been provided with the Page link, as a customer you are redirected to the themed Page which allows you to raise requests.

Page Overview

The main Page allows customers to perform several different actions. On the themed Page you can:

• Raise a request by using the options visible in the Main section. By selecting a particular request type, you will be redirected to the Request form.

• Switch to another project in order to select different request types. The list of available projects which have been added to your Page is visible in the Navigation section.

• Mark selected request types as favorites and access them in the Favorites category.

• Use links which are accessible in the Top menu. The links which can redirect users to external websites and to the particular Page sections can be displayed separately or they can be organized in groups.

• Use the search bar to find the specified requests and Confluence articles that reflect your search results most accurately.

Requests Page

To access the Requests Page, navigate to the requests drop-down menu.

You can customize the Requests Page by changing the settings of:

• Columns
• View
• Filtering criteria

Columns

To add an additional column to the table presenting requests, click Column(s) and select the column which you want to add.

After selecting the column, you will immediately see the added column in your table with requests.

View

To change the number of requests which are visible in a single table, click on the View option and select how many requests you want to display.

You can also change the scope of visible requests by using the filtering criteria. To filter requests on the basis of selected criteria, click the Funnel icon and select a field which you want to filter the requests with.

After adding the criteria, they will be displayed above the table with requests.

To use the criteria for filtering, click on the display name to select the available options. To apply the selected filtering, click the Update button.

Account

You can go to the Profile section in order to change profile settings or log out.