Inviting an External Customer to Service Desk
- William Johnson
Below are steps to be used when a customer outside of SSD is invited to create a ticket.
Before you proceed with the steps below. You must put a ticket into the Technology Services Help Center. The domain for the user, you want to add needs to be approved and allowed by the application administrator.
Step-by-step guide
All SSD employees will already be a customer. You do not add them. The steps below are for external accounts.
From your service desk project sidebar, select Customers.
Select Add customers and enter the customer's email address.
Enter in the email address of the customer you want to add.
Leave default "No organization".
Select Add.
The customer is added to your customer list and the recipient receives an email, see sample:
The customer will need to click on the Sign-up link url from the email above, the screen below appears where the customer adds “Full name” and creates “Password” then selects “Save and continue”. The Service Desk portal appears where a request type can be selected to create a ticket.
The customer will have to manage their own username and password. SSD service desk team members cannot reset the password for them. If a user is locked out of their account, please put a ticket into the Technology Services Help Center.