This document is for a project Agent or team member needing to add a customer into their project in order to communicate with them. Adding a customer to your project will enable them to be Request Participants and/or use the Customer Portal in the future.
Requires Service Desk Agent or Administrator project role within the corresponding project.
From the project, locate the Customers link on the left-nav bar of your project.
The Customers screen will display showing all current customers. In the upper right hand corner you'll find a "Add Customers".
Correctly type in the email address and leave the Organization blank.
User Unable to be Added as a Customer
Service Desk Agents can add most users that do not currently exist in Orange Tracker from any domain as a customer, except for users from the syr.edu domain. As the syr.edu domain is a managed domain, the users under can only be managed by the Application Admins. There are also occurrences where a non-syr.edu account is unable to be added as a customer, due to an existing account record within Entra (Azure). For any user that is unable to be added as a customer, submit an email to firstname.lastname@example.org.