Documentation does not clearly state that "Raise this request on behalf of" is not available for Customers

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    • Type: Bug
    • Resolution: Fixed
    • Priority: Low
    • None
    • Affects Version/s: 4.13.9
    • Component/s: Documentation & IX
    • None
    • 1
    • Severity 3 - Minor

      Issue Summary

      "Raise this request on behalf of" is available only for agents

      Frequently a Customer needs to open a request on behalf of another person, for instance, for the Manager.

      The documentation at https://confluence.atlassian.com/servicemanagementserver/raising-requests-on-behalf-of-customers-939926455.html does not clearly state that it is only available for agents/admin;

      The documentation at https://confluence.atlassian.com/servicemanagementserver/managing-access-to-your-service-project-939926273.html incorrectly mentions the option "Raise this request" at the section "Choose who customers can share requests with", given the idea that it is possible for a Customer to use this option.

      Steps to Reproduce

      1. Create 2 Customers "A", "B" and one Agent "Ag" for a Jira Service Desk project;
      2. Access the Portal as Agent "Ag";
      3. Observe that the option "Raise this request" is available. Select Customer "B" and open the ticket;
      4. Observe that ticket is correctly created using Reporter "B";
      5. Access the Portal as Agent "A";

      Expected Results

      • Observe that the option "Raise this request" is available. Select Customer "B" and open the ticket;
      • Observe that ticket is correctly created using Reporter "B";

      Actual Results

      • There is no option "Raise this request"

      Workaround

      Option 1: Assign a Jira Service Desk to Customer "A"
      Option 2:
      Add an user Picker field at the Portal Page
      Create an automation rule that will move the selected user to the Reporter field triggered when the ticket is created and the user picker field contains a value.

            Assignee:
            Maria Sobińska
            Reporter:
            Murakami [Atlassian Support]
            Votes:
            1 Vote for this issue
            Watchers:
            2 Start watching this issue

              Created:
              Updated:
              Resolved: