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Type:
Bug
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Resolution: Unresolved
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Priority:
Medium
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Component/s: Configuration - Customer experience, Notifications
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None
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Severity 3 - Minor
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Warranty
Issue Summary
When a site admin/agent adds a new customer from the CSM space via [Customer] > [Add customer], no invitation email is sent to the specified email address.
However, when inviting a customer via JSM space [Customer] > [Add customer], the invitation email is sent correctly.
Because of this, customers added via CSM do not receive any invite email and must access the portal URL directly and reset their password in order to log in, which is inconvenient and causes confusion.
Steps to Reproduce
- Go to a CSM space
- Open the [Customer] menu and select [Add customer].
- Enter a valid email address for a new customer that does not yet exist.
- Check the inbox of the email address that was just added
Expected Results
An invitation email is sent to the specified email address
The behavior should be consistent with invitations sent from a JSM project.
The customer can access the portal directly from the link in the invitation email without any additional manual steps.
Actual Results
No invitation email is sent to the specified email address.
When inviting the same customer from a JSM project, the invitation email is sent and received as expected.
Customers added via CSM do not receive an invite email and cannot easily access the portal.
The attached image shows the email invited customer received from a service space, with a link to set a password for easy access.
With CSM however, this email does not get sent to customers who are invited.
Workaround
- Share the portal URL directly with the customer
- Ask the customer to open the portal URL
- Use “Forgot password” / “Reset password” to set their password.
- Log in to the portal after resetting the password.
This allows the customer to eventually access the portal, but requires extra manual steps and guidance from the support team.