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Migrate a portal-only customer to Atlassian account | Atlassian Support
<!DOCTYPE html> <!-- COMMIT: a2b17584df699a8dea16f0d197bb8573773aea89 RELEASE_VERSION: sac@35308 UPDATED: 2024-11-27T13:44:59.568Z --> <html class="content-platform-support" lang="en-US" itemscope> <head> <title>Migrate a portal-only customer to Atlassian account | Atlassian Support</title> <!-- One Trust script needs to appear first --> <!-- OneTrust Cookies Consent Notice start for support.atlassian.com --> <script src="https://atl-onetrust-wrapper.atlassian.com/assets/atl-onetrust-wrapper.min.js" type="text/javascript" data-domain="266b339b-197a-46d0-a605-808d1b1feb41" data-test="false" data-geofence="false" data-sync="true" ></script> <!-- OneTrust Cookies Consent Notice end for support.atlassian.com --> <script> window.sentryOnLoad = function () { console.log('Initializing Sentry...'); Sentry.init({ release: 'a2b17584df699a8dea16f0d197bb8573773aea89', environment: 'production', }); console.log("Sentry is initialized for 'production' environment and 'a2b17584df699a8dea16f0d197bb8573773aea89' release."); }; </script> <script src="https://js.sentry-cdn.com/58cc8f6260224318b0e9c5e635d9dbf4.min.js" crossorigin="anonymous" data-lazy="no"></script> <script> // These are the env variables that the frontend needs window.contentfulSpaceId = "zsv3d0ugroxu"; window.CCG_DETAILS_URL = "https://support.atlassian.com/gateway/api/customer-context/customer/details"; window.CONTENTFUL_ENV = "master"; window.LOGOUT_URL = "https://id.atlassian.com/logout"; window.CONTACT_FORMS_MANIFEST = "https://support-form-app-ui.prod-east.frontend.public.atl-paas.net/assets/asset-manifest.json"; window.SEGMENT_KEY = "ycih1ygfsk"; window.LD_CLIENT_SDK_KEY = "5d2416de0d7d7c0763fc77c5"; window.BANNERMAN_MANIFEST = "https://bannerman.us-east-1.prod.public.atl-paas.net/asset-manifest.json"; window.SAC_CST_TOKEN_COOKIE_NAME = "cloud.session.token"; window.SAC_OIDC_TOKEN_COOKIE_NAME = "sac_oidc_token"; window.SAC_BASE_URL = "https://support.atlassian.com"; window.CSM_CHAT_WIDGET_BASE_URL = "https://jcs-chat-widget.atlassian.com"; window.MY_REQUESTS_APP_MANIFEST_URL = "https://customer-support-portal.prod.atl-paas.net/asset-manifest.json"; window.CST_STATIC_FORMS_URL = "https://support-forms.atlassian.com"; window.CST_STATIC_FORMS_MANIFEST_URL = "https://support-forms.atlassian.com/asset-manifest.json"; window.ID_AUTH_URL = "https://id.atlassian.com"; window.CONFLUENCE_URL = "https://confluence.atlassian.com"; window.GRAPHQL_URL = "http://graphql-gateway.mesh:20019" window.STATSIG_CLIENT_API_KEY = "659383a9-602f-4a53-a80e-f8882b294b80" window.MICROS_ENVTYPE = "prod" window.CSP_REQUESTS_APP_MANIFEST_URL_BIFROST = "https://csp-mono-repo-ui.prod-east.frontend.public.atl-paas.net/assets/asset-manifest.json" window.__APP_INITIAL_STATE__ = /* <sl:translate_generic_json> */ { sl_translate: "title, description, shortDescription, sacHomeDescription, productSupportHomeDescription, sectionOverview, shortTitle, topicTitle, buttonText, linkLabel, productBlurb, tagline, subhead, metaDescription, supportTitle, internalTitle", entry: {"id":"1MhAM08TqyotAIB9n8NYWN","lastPublished":"2024-06-11T18:26:10.649Z","firstPublishedAt":"2022-12-06T08:31:25.647Z","type":"topic","topicType":"Procedure","topicTitle":"Migrate a portal-only customer to Atlassian account","description":"Learn how to migrate a customer from a portal-only account to Atlassian account.","metaDescription":"Learn how to migrate a Jira Service Management portal-only customer to Atlassian account.","publishTo":["support.atlassian.com (SAC)"],"ownershipTeam":null,"featuredVideo":null,"taxonomyUserRoleRef":[],"body":"<div class='adf__content'><div style='position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden'></div><div style='position:absolute;height:0;width:100%'><object data='about:blank' type='text/html' style='position:absolute;height:0;width:100%' aria-hidden='true' tabindex='-1'></object></div><div class='ak-renderer-wrapper sc-dymIpo gEdAYa'><div></div><div class='sc-kXeGPI fIPKnQ'><div class='ak-renderer-document'><div class='ak-renderer-extension ' style='width:100%' data-layout='default'><div class='ak-renderer-extension-overflow-container'><div class='text-fragment' data-testid='text-fragment'><div style='position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden'></div><div class='ak-renderer-wrapper sc-dymIpo gEdAYa'><div></div><div class='sc-kXeGPI fIPKnQ'><div class='ak-renderer-document'><p data-renderer-start-pos='0'><strong>Which user management experience do you have? </strong></p><p data-renderer-start-pos='48'>To check, go to your organization at <a class='sc-eIHaNI fVLHZh' href='http://admin.atlassian.com/' title='http://admin.atlassian.com/'>admin.atlassian.com</a> and select <strong>Directory</strong>. If the <strong>Users</strong> and <strong>Groups</strong> lists are found here, then you are using the centralized<strong> </strong>user management. <a class='sc-eIHaNI fVLHZh' href='https://community.atlassian.com/t5/Atlassian-Access-articles/User-management-for-cloud-admins-just-got-easier/ba-p/1576592' title='https://community.atlassian.com/t5/Atlassian-Access-articles/User-management-for-cloud-admins-just-got-easier/ba-p/1576592'>Learn more about the centralized user management</a> </p></div></div></div></div></div></div><p data-renderer-start-pos='1'><em>We’ll note these changes in the support documentation below</em>.</p><div class='ak-renderer-extension ' style='width:100%' data-layout='default'><div class='ak-renderer-extension-overflow-container'><div class='text-fragment' data-testid='text-fragment'><div style='position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden'></div><div class='ak-renderer-wrapper sc-dymIpo gEdAYa'><div></div><div class='sc-kXeGPI fIPKnQ'><div class='ak-renderer-document'><div class='pm-table-container ' data-layout='default' style='width:inherit'><div class='pm-table-wrapper'><table data-number-column='false'><tbody><tr><td rowspan='1' colSpan='1'><p data-renderer-start-pos='0'><strong>Original </strong></p></td><td rowspan='1' colSpan='1'><p data-renderer-start-pos='13'><strong>Centralized </strong></p></td></tr><tr><td rowspan='1' colSpan='1'><p data-renderer-start-pos='31'>As a site administrator or organization admin, <strong>Users</strong> is found under <strong>Product site</strong>. </p><div class='ak-renderer-extension ' style='width:100%' data-layout='default'><div class='ak-renderer-extension-overflow-container'><div style='text-align:center'><img style='max-width:100%;border:2px inset rgba(9,30,66,0.08);-webkit-border-radius:3px;-moz-border-radius:3px;border-radius:3px' src='//images.ctfassets.net/zsv3d0ugroxu/7AevASHr0yJp0LZaXGBoxP/050831dc5ca1e93f856af1d68d33626c/old-user-management-experience_resized.png' alt='Original user management png'></div></div></div></td><td rowspan='1' colSpan='1'><p data-renderer-start-pos='118'>As an organization admin, <strong>Users</strong> is found under <strong>Directory </strong>tab.</p><div class='ak-renderer-extension ' style='width:100%' data-layout='default'><div class='ak-renderer-extension-overflow-container'><div style='text-align:center'><img style='max-width:100%;border:2px inset rgba(9,30,66,0.08);-webkit-border-radius:3px;-moz-border-radius:3px;border-radius:3px' src='//images.ctfassets.net/zsv3d0ugroxu/3ZO4fm5kzHU2GqRPapsy4A/ccb8ac39f53f83d7dcfddbaeb70cedf7/New-user-management_resized.png' alt='Centralized user management png'></div></div></div></td></tr></tbody></table></div></div><p data-renderer-start-pos='188'> </p></div></div></div></div></div></div><p data-renderer-start-pos='64'>Customers with portal-only accounts have limited access to Jira Service Management features as they can only access the portals, raise help requests, and view knowledge base articles. In some cases, your team may want to collaborate with a customer in your Atlassian cloud products or if the customer needs product access, they need to have Atlassian accounts.</p><p data-renderer-start-pos='426'><strong>To migrate a portal-only customer to an Atlassian account:</strong></p><p data-renderer-start-pos='486'><span><span class='text-fragment' data-testid='inline-text-fragment'><span><em>This procedure is different depending on your user management experience.</em></span></span></span></p><p data-renderer-start-pos='489'>If you have the centralized user management:</p><div class='pm-table-container ' data-layout='default' style='width:inherit'><div class='pm-table-wrapper'><table data-number-column='false'><tbody><tr><td rowspan='1' colSpan='1'><div class='ak-renderer-extension ' style='width:100%' data-layout='default'><div class='ak-renderer-extension-overflow-container'><div class='text-fragment' data-testid='text-fragment'><div style='position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden'></div><div class='ak-renderer-wrapper sc-dymIpo gEdAYa'><div></div><div class='sc-kXeGPI fIPKnQ'><div class='ak-renderer-document'><p data-renderer-start-pos='0'><span><span><span role='presentation'><span class='icon-extension' data-testid='icon' style='white-space:normal'><span class='Icon__IconWrapper-dyhwwi-0 dqqHMN'><svg width='24' height='24' viewBox='0 0 24 24' focusable='false' role='presentation'><g fill='currentColor' fill-rule='evenodd'><path d='M6 14c0-1.105.902-2 2.009-2h7.982c1.11 0 2.009.894 2.009 2.006v4.44c0 3.405-12 3.405-12 0V14z'></path><circle cx='12' cy='7' r='4'></circle></g></svg></span></span></span></span></span><strong>Who can do this?</strong></p><ul class='ak-ul'><li><p data-renderer-start-pos='19'>Organization admins</p></li></ul></div></div></div></div></div></div></td></tr></tbody></table></div></div><ol class='ak-ol'><li><p data-renderer-start-pos='542'>Go to <a class='sc-eIHaNI fVLHZh' href='http://admin.atlassian.com/' title='http://admin.atlassian.com/'>admin.atlassian.com</a>. Select your organization if you have more than one.</p></li><li><p data-renderer-start-pos='624'>Select <strong>Products</strong> from the header.</p></li><li><p data-renderer-start-pos='660'>Under <strong>Sites and products</strong>, select the site that contains Jira Service Management.</p></li><li><p data-renderer-start-pos='744'>Under the <strong>Jira Service Management </strong>section on the nav bar,<strong> </strong>select<strong> Portal customers</strong>.</p></li><li><p data-renderer-start-pos='830'>Next to the customer you want to migrate, select > <strong>Migrate to Atlassian account</strong>.</p></li><li><p data-renderer-start-pos='914'>Select <strong>Migrate </strong>to confirm.</p></li></ol><p data-renderer-start-pos='946'>If you have the original user management:</p><div class='pm-table-container ' data-layout='default' style='width:inherit'><div class='pm-table-wrapper'><table data-number-column='false'><tbody><tr><td rowspan='1' colSpan='1'><div class='ak-renderer-extension ' style='width:100%' data-layout='default'><div class='ak-renderer-extension-overflow-container'><div class='text-fragment' data-testid='text-fragment'><div style='position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden'></div><div class='ak-renderer-wrapper sc-dymIpo gEdAYa'><div></div><div class='sc-kXeGPI fIPKnQ'><div class='ak-renderer-document'><h4 id='inlineExtension'><span><span><span role='presentation'><span class='icon-extension' data-testid='icon' style='white-space:normal'><span class='Icon__IconWrapper-dyhwwi-0 dqqHMN'><svg width='24' height='24' viewBox='0 0 24 24' focusable='false' role='presentation'><g fill='currentColor' fill-rule='evenodd'><path d='M6 14c0-1.105.902-2 2.009-2h7.982c1.11 0 2.009.894 2.009 2.006v4.44c0 3.405-12 3.405-12 0V14z'></path><circle cx='12' cy='7' r='4'></circle></g></svg></span></span></span></span></span>Who can do this?</h4><ul class='ak-ul'><li><p data-renderer-start-pos='19'>Organization admins</p></li><li><p data-renderer-start-pos='42'>Site administrators</p></li></ul></div></div></div></div></div></div></td></tr></tbody></table></div></div><ol class='ak-ol'><li><p data-renderer-start-pos='996'>Go to your site's <strong>Admin</strong> at <a class='sc-eIHaNI fVLHZh' href='http://admin.atlassian.com/' title='http://admin.atlassian.com/'>admin.atlassian.com</a>. If you're an admin for multiple sites or an organization admin, click the site's name and URL to open the <strong>Admin</strong> for that site.</p></li><li><p data-renderer-start-pos='1174'>Select <strong>Jira Service Management</strong>.</p></li><li><p data-renderer-start-pos='1209'>From the customer you want to migrate, select <span><span><span role='presentation'><span class='icon-extension' data-testid='icon' style='white-space:normal'><span class='Icon__IconWrapper-dyhwwi-0 dqqHMN'><svg width='24' height='24' viewBox='0 0 24 24' focusable='false' role='presentation'><g fill='currentColor' fill-rule='evenodd'><circle cx='5' cy='12' r='2'></circle><circle cx='12' cy='12' r='2'></circle><circle cx='19' cy='12' r='2'></circle></g></svg></span></span></span></span></span> (more option) > <strong>Migrate to Atlassian account</strong>.</p></li></ol><p data-renderer-start-pos='1308'>Newly migrated customers must log in using their Atlassian account credentials after you migrate them. If they have a new Atlassian account, they need to verify their email address.</p><p data-renderer-start-pos='1491'>When you migrate a customer to an Atlassian account, we do the following:</p><ul class='ak-ul'><li><p data-renderer-start-pos='1566'>deactivate their portal-only profile </p></li><li><p data-renderer-start-pos='1607'>migrate important data, such as their requests, to a new Atlassian account</p></li><li><p data-renderer-start-pos='1685'>assign a new user key to the Atlassian account</p></li><li><p data-renderer-start-pos='1735'>assign the ‘Customer’ product role</p></li><li><p data-renderer-start-pos='1773'>add to the ‘ jira-servicemanagement-customers-<workspace-name>’ group with no default product access</p></li></ul><p data-renderer-start-pos='1879'>The migration process can take up to 10 minutes. When done, the old portal-only profile still displays as <strong>Inactive</strong>, but you can’t un-migrate it.</p><div style='background:#DEEBFF' class='ak-editor-panel' data-panel-type='info'><span style='color:#0052CC' class='ak-editor-panel__icon'><span class='sc-bnXvFD jjYaPd' role='img' aria-label='Panel info'><svg width='24' height='24' viewBox='0 0 24 24' focusable='false' role='presentation'><path d='M12 20a8 8 0 1 1 0-16 8 8 0 0 1 0 16zm0-8.5a1 1 0 0 0-1 1V15a1 1 0 0 0 2 0v-2.5a1 1 0 0 0-1-1zm0-1.125a1.375 1.375 0 1 0 0-2.75 1.375 1.375 0 0 0 0 2.75z' fill='currentColor' fill-rule='evenodd'></path></svg></span></span><div class='ak-editor-panel__content'><p data-renderer-start-pos='2025'>After migration, you can grant the user product access which will consume a corresponding product license. <a class='sc-eIHaNI fVLHZh' href='https://support.atlassian.com/user-management/docs/update-product-access-settings/' title='https://support.atlassian.com/user-management/docs/update-product-access-settings/'>Learn more about updating product access settings</a>.</p></div></div><h2 id='What-happens-if-a-portal-only-customer-is-invited-to-an-Atlassian-account'>What happens if a portal-only customer is invited to an Atlassian account?</h2><p data-renderer-start-pos='2262'>If a portal-only customer is invited to an Atlassian product, you'll see a note in their profile prompting you to migrate them to an Atlassian account. If you don't migrate the user, then they can't view requests they sent as a portal-only customer.</p><p data-renderer-start-pos='2513'>If you’d like a customer with an Atlassian account to have access to a site, you’ll need to enable site access.</p><p data-renderer-start-pos='2626'><span><span class='text-fragment' data-testid='inline-text-fragment'><span><em>This procedure is different depending on your user management experience.</em></span></span></span></p><p data-renderer-start-pos='2629'>To enable site access for the original user management:</p><ol class='ak-ol'><li><p data-renderer-start-pos='2686'>Navigate to<strong> Product ></strong> <strong>Users</strong> at <a class='sc-eIHaNI fVLHZh' href='http://admin.atlassian.com/' title='http://admin.atlassian.com/'>admin.atlassian.com</a></p></li><li><p data-renderer-start-pos='2740'>Select a user to navigate to <strong>User</strong> details page.</p></li><li><p data-renderer-start-pos='2791'>Turn on <strong>Has access on site.</strong></p></li></ol><p data-renderer-start-pos='2824'>To enable site access for the centralized user management:</p><ol class='ak-ol'><li><p data-renderer-start-pos='2884'>Go to <a class='sc-eIHaNI fVLHZh' href='http://admin.atlassian.com/' title='http://admin.atlassian.com/'>admin.atlassian.com</a>. Select your organization if you have more than one.</p></li><li><p data-renderer-start-pos='2966'>Select <strong>Directory</strong> > <strong>Users</strong>.</p></li><li><p data-renderer-start-pos='2995'>Find the user, then select their avatar or <strong>Show details</strong>.</p></li><li><p data-renderer-start-pos='3055'>Select <strong>Restore access</strong>.</p></li></ol></div></div></div></div>","cacLastModifiedContent":null,"collectionId":"2Iin50hz2UKNIL6yYPZ5Mj","collections":[{"id":"5qmGrfpxELUaR6jcxS9tDw","pageType":"Documentation","title":"Manage your organization’s Atlassian accounts","description":"Gain control over your employee's Atlassian accounts.","url":"/user-management/docs/manage-your-organizations-atlassian-accounts/"},{"id":"32ZX9psaxNclZhRi8O6fH4","pageType":"Documentation","title":"Manage product users","description":"Administer users who access your products, whether or not you can manage their accounts.","url":"/user-management/docs/manage-product-users/"},{"id":"1wyovUUDO7kpFCzVpBs3Br","pageType":"Documentation","title":"Manage role and product permissions","description":"Give people product access and admin roles for your Atlassian cloud products.","url":"/user-management/docs/manage-role-and-product-permissions/"},{"id":"2Iin50hz2UKNIL6yYPZ5Mj","pageType":"Documentation","title":"Manage Jira Service Management customer accounts","description":null,"url":"/user-management/docs/manage-accounts-for-jira-service-management-customers/"}],"confluencePageId":null,"context":{"id":"1evq30NXmWxA5D5s5OCFHY","type":"contextTheme","docsHomeSlug":"/user-management/resources/","icon":{},"deployment":"Not Applicable","hubName":"User management"},"isCACContent":false,"pageType":"Documentation","relatedAppReferences":[],"tableOfContents":[{"title":"What happens if a portal-only customer is invited to an Atlassian account?","id":"What-happens-if-a-portal-only-customer-is-invited-to-an-Atlassian-account"}],"topicSetId":"6WfY1ujAQIgQ2F7GXtNEgK","url":"/user-management/docs/migrate-a-portal-only-customer-to-atlassian-account/","versions":[],"bodyRenderedAdf":"<div class=\"adf__content\"><div style=\"position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden\"></div><div style=\"position:absolute;height:0;width:100%\"><object data=\"about:blank\" type=\"text/html\" style=\"position:absolute;height:0;width:100%\" aria-hidden=\"true\" tabindex=\"-1\"></object></div><div class=\"ak-renderer-wrapper sc-dymIpo gEdAYa\"><div></div><div class=\"sc-kXeGPI fIPKnQ\"><div class=\"ak-renderer-document\"><div class=\"ak-renderer-extension \" style=\"width:100%\" data-layout=\"default\"><div class=\"ak-renderer-extension-overflow-container\"><div class=\"text-fragment\" data-testid=\"text-fragment\"><div style=\"position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden\"></div><div class=\"ak-renderer-wrapper sc-dymIpo gEdAYa\"><div></div><div class=\"sc-kXeGPI fIPKnQ\"><div class=\"ak-renderer-document\"><p data-renderer-start-pos=\"0\"><strong>Which user management experience do you have? </strong></p><p data-renderer-start-pos=\"48\">To check, go to your organization at <a class=\"sc-eIHaNI fVLHZh\" href=\"http://admin.atlassian.com/\" title=\"http://admin.atlassian.com/\">admin.atlassian.com</a> and select <strong>Directory</strong>. If the <strong>Users</strong> and <strong>Groups</strong> lists are found here, then you are using the centralized<strong> </strong>user management. <a class=\"sc-eIHaNI fVLHZh\" href=\"https://community.atlassian.com/t5/Atlassian-Access-articles/User-management-for-cloud-admins-just-got-easier/ba-p/1576592\" title=\"https://community.atlassian.com/t5/Atlassian-Access-articles/User-management-for-cloud-admins-just-got-easier/ba-p/1576592\">Learn more about the centralized user management</a> </p></div></div></div></div></div></div><p data-renderer-start-pos=\"1\"><em>We’ll note these changes in the support documentation below</em>.</p><div class=\"ak-renderer-extension \" style=\"width:100%\" data-layout=\"default\"><div class=\"ak-renderer-extension-overflow-container\"><div class=\"text-fragment\" data-testid=\"text-fragment\"><div style=\"position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden\"></div><div class=\"ak-renderer-wrapper sc-dymIpo gEdAYa\"><div></div><div class=\"sc-kXeGPI fIPKnQ\"><div class=\"ak-renderer-document\"><div class=\"pm-table-container \" data-layout=\"default\" style=\"width:inherit\"><div class=\"pm-table-wrapper\"><table data-number-column=\"false\"><tbody><tr><td rowspan=\"1\" colSpan=\"1\"><p data-renderer-start-pos=\"0\"><strong>Original </strong></p></td><td rowspan=\"1\" colSpan=\"1\"><p data-renderer-start-pos=\"13\"><strong>Centralized </strong></p></td></tr><tr><td rowspan=\"1\" colSpan=\"1\"><p data-renderer-start-pos=\"31\">As a site administrator or organization admin, <strong>Users</strong> is found under <strong>Product site</strong>. </p><div class=\"ak-renderer-extension \" style=\"width:100%\" data-layout=\"default\"><div class=\"ak-renderer-extension-overflow-container\"><div style=\"text-align:center\"><img style=\"max-width:100%;border:2px inset rgba(9,30,66,0.08);-webkit-border-radius:3px;-moz-border-radius:3px;border-radius:3px\" src=\"//images.ctfassets.net/zsv3d0ugroxu/7AevASHr0yJp0LZaXGBoxP/050831dc5ca1e93f856af1d68d33626c/old-user-management-experience_resized.png\" alt=\"Original user management png\"/></div></div></div></td><td rowspan=\"1\" colSpan=\"1\"><p data-renderer-start-pos=\"118\">As an organization admin, <strong>Users</strong> is found under <strong>Directory </strong>tab.</p><div class=\"ak-renderer-extension \" style=\"width:100%\" data-layout=\"default\"><div class=\"ak-renderer-extension-overflow-container\"><div style=\"text-align:center\"><img style=\"max-width:100%;border:2px inset rgba(9,30,66,0.08);-webkit-border-radius:3px;-moz-border-radius:3px;border-radius:3px\" src=\"//images.ctfassets.net/zsv3d0ugroxu/3ZO4fm5kzHU2GqRPapsy4A/ccb8ac39f53f83d7dcfddbaeb70cedf7/New-user-management_resized.png\" alt=\"Centralized user management png\"/></div></div></div></td></tr></tbody></table></div></div><p data-renderer-start-pos=\"188\"> </p></div></div></div></div></div></div><p data-renderer-start-pos=\"64\">Customers with portal-only accounts have limited access to Jira Service Management features as they can only access the portals, raise help requests, and view knowledge base articles. In some cases, your team may want to collaborate with a customer in your Atlassian cloud products or if the customer needs product access, they need to have Atlassian accounts.</p><p data-renderer-start-pos=\"426\"><strong>To migrate a portal-only customer to an Atlassian account:</strong></p><p data-renderer-start-pos=\"486\"><span><span class=\"text-fragment\" data-testid=\"inline-text-fragment\"><span><em>This procedure is different depending on your user management experience.</em></span></span></span></p><p data-renderer-start-pos=\"489\">If you have the centralized user management:</p><div class=\"pm-table-container \" data-layout=\"default\" style=\"width:inherit\"><div class=\"pm-table-wrapper\"><table data-number-column=\"false\"><tbody><tr><td rowspan=\"1\" colSpan=\"1\"><div class=\"ak-renderer-extension \" style=\"width:100%\" data-layout=\"default\"><div class=\"ak-renderer-extension-overflow-container\"><div class=\"text-fragment\" data-testid=\"text-fragment\"><div style=\"position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden\"></div><div class=\"ak-renderer-wrapper sc-dymIpo gEdAYa\"><div></div><div class=\"sc-kXeGPI fIPKnQ\"><div class=\"ak-renderer-document\"><p data-renderer-start-pos=\"0\"><span><span><span role=\"presentation\"><span class=\"icon-extension\" data-testid=\"icon\" style=\"white-space:normal\"><span class=\"Icon__IconWrapper-dyhwwi-0 dqqHMN\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" focusable=\"false\" role=\"presentation\"><g fill=\"currentColor\" fill-rule=\"evenodd\"><path d=\"M6 14c0-1.105.902-2 2.009-2h7.982c1.11 0 2.009.894 2.009 2.006v4.44c0 3.405-12 3.405-12 0V14z\"/><circle cx=\"12\" cy=\"7\" r=\"4\"/></g></svg></span></span></span></span></span><strong>Who can do this?</strong></p><ul class=\"ak-ul\"><li><p data-renderer-start-pos=\"19\">Organization admins</p></li></ul></div></div></div></div></div></div></td></tr></tbody></table></div></div><ol class=\"ak-ol\"><li><p data-renderer-start-pos=\"542\">Go to <a class=\"sc-eIHaNI fVLHZh\" href=\"http://admin.atlassian.com/\" title=\"http://admin.atlassian.com/\">admin.atlassian.com</a>. Select your organization if you have more than one.</p></li><li><p data-renderer-start-pos=\"624\">Select <strong>Products</strong> from the header.</p></li><li><p data-renderer-start-pos=\"660\">Under <strong>Sites and products</strong>, select the site that contains Jira Service Management.</p></li><li><p data-renderer-start-pos=\"744\">Under the <strong>Jira Service Management </strong>section on the nav bar,<strong> </strong>select<strong> Portal customers</strong>.</p></li><li><p data-renderer-start-pos=\"830\">Next to the customer you want to migrate, select > <strong>Migrate to Atlassian account</strong>.</p></li><li><p data-renderer-start-pos=\"914\">Select <strong>Migrate </strong>to confirm.</p></li></ol><p data-renderer-start-pos=\"946\">If you have the original user management:</p><div class=\"pm-table-container \" data-layout=\"default\" style=\"width:inherit\"><div class=\"pm-table-wrapper\"><table data-number-column=\"false\"><tbody><tr><td rowspan=\"1\" colSpan=\"1\"><div class=\"ak-renderer-extension \" style=\"width:100%\" data-layout=\"default\"><div class=\"ak-renderer-extension-overflow-container\"><div class=\"text-fragment\" data-testid=\"text-fragment\"><div style=\"position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden\"></div><div class=\"ak-renderer-wrapper sc-dymIpo gEdAYa\"><div></div><div class=\"sc-kXeGPI fIPKnQ\"><div class=\"ak-renderer-document\"><h4 id=\"[inlineExtension]Who-can-do-this?\"><span><span><span role=\"presentation\"><span class=\"icon-extension\" data-testid=\"icon\" style=\"white-space:normal\"><span class=\"Icon__IconWrapper-dyhwwi-0 dqqHMN\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" focusable=\"false\" role=\"presentation\"><g fill=\"currentColor\" fill-rule=\"evenodd\"><path d=\"M6 14c0-1.105.902-2 2.009-2h7.982c1.11 0 2.009.894 2.009 2.006v4.44c0 3.405-12 3.405-12 0V14z\"/><circle cx=\"12\" cy=\"7\" r=\"4\"/></g></svg></span></span></span></span></span>Who can do this?</h4><ul class=\"ak-ul\"><li><p data-renderer-start-pos=\"19\">Organization admins</p></li><li><p data-renderer-start-pos=\"42\">Site administrators</p></li></ul></div></div></div></div></div></div></td></tr></tbody></table></div></div><ol class=\"ak-ol\"><li><p data-renderer-start-pos=\"996\">Go to your site's <strong>Admin</strong> at <a class=\"sc-eIHaNI fVLHZh\" href=\"http://admin.atlassian.com/\" title=\"http://admin.atlassian.com/\">admin.atlassian.com</a>. If you're an admin for multiple sites or an organization admin, click the site's name and URL to open the <strong>Admin</strong> for that site.</p></li><li><p data-renderer-start-pos=\"1174\">Select <strong>Jira Service Management</strong>.</p></li><li><p data-renderer-start-pos=\"1209\">From the customer you want to migrate, select <span><span><span role=\"presentation\"><span class=\"icon-extension\" data-testid=\"icon\" style=\"white-space:normal\"><span class=\"Icon__IconWrapper-dyhwwi-0 dqqHMN\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" focusable=\"false\" role=\"presentation\"><g fill=\"currentColor\" fill-rule=\"evenodd\"><circle cx=\"5\" cy=\"12\" r=\"2\"/><circle cx=\"12\" cy=\"12\" r=\"2\"/><circle cx=\"19\" cy=\"12\" r=\"2\"/></g></svg></span></span></span></span></span> (more option) > <strong>Migrate to Atlassian account</strong>.</p></li></ol><p data-renderer-start-pos=\"1308\">Newly migrated customers must log in using their Atlassian account credentials after you migrate them. If they have a new Atlassian account, they need to verify their email address.</p><p data-renderer-start-pos=\"1491\">When you migrate a customer to an Atlassian account, we do the following:</p><ul class=\"ak-ul\"><li><p data-renderer-start-pos=\"1566\">deactivate their portal-only profile </p></li><li><p data-renderer-start-pos=\"1607\">migrate important data, such as their requests, to a new Atlassian account</p></li><li><p data-renderer-start-pos=\"1685\">assign a new user key to the Atlassian account</p></li><li><p data-renderer-start-pos=\"1735\">assign the ‘Customer’ product role</p></li><li><p data-renderer-start-pos=\"1773\">add to the ‘ jira-servicemanagement-customers-<workspace-name>’ group with no default product access</p></li></ul><p data-renderer-start-pos=\"1879\">The migration process can take up to 10 minutes. When done, the old portal-only profile still displays as <strong>Inactive</strong>, but you can’t un-migrate it.</p><div style=\"background:#DEEBFF\" class=\"ak-editor-panel\" data-panel-type=\"info\"><span style=\"color:#0052CC\" class=\"ak-editor-panel__icon\"><span class=\"sc-bnXvFD jjYaPd\" role=\"img\" aria-label=\"Panel info\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" focusable=\"false\" role=\"presentation\"><path d=\"M12 20a8 8 0 1 1 0-16 8 8 0 0 1 0 16zm0-8.5a1 1 0 0 0-1 1V15a1 1 0 0 0 2 0v-2.5a1 1 0 0 0-1-1zm0-1.125a1.375 1.375 0 1 0 0-2.75 1.375 1.375 0 0 0 0 2.75z\" fill=\"currentColor\" fill-rule=\"evenodd\"/></svg></span></span><div class=\"ak-editor-panel__content\"><p data-renderer-start-pos=\"2025\">After migration, you can grant the user product access which will consume a corresponding product license. <a class=\"sc-eIHaNI fVLHZh\" href=\"https://support.atlassian.com/user-management/docs/update-product-access-settings/\" title=\"https://support.atlassian.com/user-management/docs/update-product-access-settings/\">Learn more about updating product access settings</a>.</p></div></div><h2 id=\"What-happens-if-a-portal-only-customer-is-invited-to-an-Atlassian-account?\">What happens if a portal-only customer is invited to an Atlassian account?</h2><p data-renderer-start-pos=\"2262\">If a portal-only customer is invited to an Atlassian product, you'll see a note in their profile prompting you to migrate them to an Atlassian account. If you don't migrate the user, then they can't view requests they sent as a portal-only customer.</p><p data-renderer-start-pos=\"2513\">If you’d like a customer with an Atlassian account to have access to a site, you’ll need to enable site access.</p><p data-renderer-start-pos=\"2626\"><span><span class=\"text-fragment\" data-testid=\"inline-text-fragment\"><span><em>This procedure is different depending on your user management experience.</em></span></span></span></p><p data-renderer-start-pos=\"2629\">To enable site access for the original user management:</p><ol class=\"ak-ol\"><li><p data-renderer-start-pos=\"2686\">Navigate to<strong> Product ></strong> <strong>Users</strong> at <a class=\"sc-eIHaNI fVLHZh\" href=\"http://admin.atlassian.com/\" title=\"http://admin.atlassian.com/\">admin.atlassian.com</a></p></li><li><p data-renderer-start-pos=\"2740\">Select a user to navigate to <strong>User</strong> details page.</p></li><li><p data-renderer-start-pos=\"2791\">Turn on <strong>Has access on site.</strong></p></li></ol><p data-renderer-start-pos=\"2824\">To enable site access for the centralized user management:</p><ol class=\"ak-ol\"><li><p data-renderer-start-pos=\"2884\">Go to <a class=\"sc-eIHaNI fVLHZh\" href=\"http://admin.atlassian.com/\" title=\"http://admin.atlassian.com/\">admin.atlassian.com</a>. Select your organization if you have more than one.</p></li><li><p data-renderer-start-pos=\"2966\">Select <strong>Directory</strong> > <strong>Users</strong>.</p></li><li><p data-renderer-start-pos=\"2995\">Find the user, then select their avatar or <strong>Show details</strong>.</p></li><li><p data-renderer-start-pos=\"3055\">Select <strong>Restore access</strong>.</p></li></ol></div></div></div></div>","metadata":{"id":"dyFjaGJmZa6WQ84OA84SU","type":"sitewideMetadata","publisher":"Atlassian","language":"en-US","license":"Except where otherwise noted, content in this space is licensed under a <a href=\"https://creativecommons.org/licenses/by/2.5/au/\">Creative Commons Attribution 2.5 Australia License</a>.","logo":"https://images.ctfassets.net/zsv3d0ugroxu/4usk6GCfTOCSKCwCQykYIu/34d7ed0904d9a0274fb906f86f51e1e1/Atlassian-vertical-blue-onecolor-rgb.svg","brand":"Atlassian","legalName":"Atlassian Corporation Plc","owns":"Jira Software,Jira Service Management,Jira Work Management,Jira 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href="/user-management/docs/make-changes-to-a-managed-user-account/" data-testid="atlas_link">Make changes to a managed user account</a></li><li class="pagetree__item "><a href="/user-management/docs/deactivate-a-managed-account/" data-testid="atlas_link">Deactivate a managed account</a></li><li class="pagetree__item "><a href="/user-management/docs/delete-a-managed-account/" data-testid="atlas_link">Delete a managed account</a></li><li class="pagetree__item "><a href="/user-management/docs/make-atlassians-global-account-model-work-for-you/" data-testid="atlas_link">Make Atlassian's global account model work for you</a></li></ul></li><li class="pagetree__item "><div data-testid="pagetree-item-expander" class="pagetree__expander" role="button" tabindex="0" aria-expanded="false" aria-label="expand page tree item"><span class="Icon__IconWrapper-dyhwwi-0 bcqBjl" aria-label=""><svg width="24" height="24" viewBox="0 0 24 24" focusable="false" role="presentation"><path d="M10.294 9.698a.988.988 0 0 1 0-1.407 1.01 1.01 0 0 1 1.419 0l2.965 2.94a1.09 1.09 0 0 1 0 1.548l-2.955 2.93a1.01 1.01 0 0 1-1.42 0 .988.988 0 0 1 0-1.407l2.318-2.297-2.327-2.307z" fill="currentColor" fill-rule="evenodd"/></svg></span></div><a href="/user-management/docs/manage-product-users/" data-testid="atlas_link">Manage product users</a><ul class="pagetree__list false" style="display:none"><li class="pagetree__item "><a href="/user-management/docs/invite-a-user/" data-testid="atlas_link">Invite a user</a></li><li class="pagetree__item "><div data-testid="pagetree-item-expander" class="pagetree__expander" role="button" tabindex="0" aria-expanded="false" aria-label="expand page tree item"><span class="Icon__IconWrapper-dyhwwi-0 bcqBjl" aria-label=""><svg width="24" height="24" viewBox="0 0 24 24" focusable="false" role="presentation"><path d="M10.294 9.698a.988.988 0 0 1 0-1.407 1.01 1.01 0 0 1 1.419 0l2.965 2.94a1.09 1.09 0 0 1 0 1.548l-2.955 2.93a1.01 1.01 0 0 1-1.42 0 .988.988 0 0 1 0-1.407l2.318-2.297-2.327-2.307z" fill="currentColor" fill-rule="evenodd"/></svg></span></div><a href="/user-management/docs/manage-an-individual-users-profile/" data-testid="atlas_link">Manage an individual user's profile</a><ul class="pagetree__list false" style="display:none"><li class="pagetree__item "><a href="/user-management/docs/remove-or-suspend-a-user/" data-testid="atlas_link">Remove user or suspend their access</a></li><li class="pagetree__item "><a href="/user-management/docs/log-in-as-another-user/" data-testid="atlas_link">Log in as another user</a></li><li class="pagetree__item "><a href="/user-management/docs/update-roles-and-properties-for-jira-users/" data-testid="atlas_link">Update roles and properties for Jira users</a></li></ul></li><li class="pagetree__item "><div data-testid="pagetree-item-expander" class="pagetree__expander" role="button" tabindex="0" aria-expanded="false" aria-label="expand page tree item"><span class="Icon__IconWrapper-dyhwwi-0 bcqBjl" aria-label=""><svg width="24" height="24" viewBox="0 0 24 24" focusable="false" role="presentation"><path d="M10.294 9.698a.988.988 0 0 1 0-1.407 1.01 1.01 0 0 1 1.419 0l2.965 2.94a1.09 1.09 0 0 1 0 1.548l-2.955 2.93a1.01 1.01 0 0 1-1.42 0 .988.988 0 0 1 0-1.407l2.318-2.297-2.327-2.307z" fill="currentColor" fill-rule="evenodd"/></svg></span></div><a href="/user-management/docs/manage-groups/" data-testid="atlas_link">Manage groups</a><ul class="pagetree__list false" style="display:none"><li class="pagetree__item "><a href="/user-management/docs/create-groups/" data-testid="atlas_link">Create groups</a></li><li class="pagetree__item "><a href="/user-management/docs/edit-a-group/" data-testid="atlas_link">Edit a group</a></li><li class="pagetree__item "><a href="/user-management/docs/delete-a-group/" data-testid="atlas_link">Delete a group</a></li><li class="pagetree__item "><a href="/user-management/docs/default-groups-and-permissions/" data-testid="atlas_link">Default groups and permissions</a></li><li class="pagetree__item "><a href="/user-management/docs/troubleshoot-issues-related-to-managing-groups/" data-testid="atlas_link">Troubleshoot issues related to managing groups</a></li></ul></li></ul></li><li class="pagetree__item "><div data-testid="pagetree-item-expander" class="pagetree__expander" role="button" tabindex="0" aria-expanded="false" aria-label="expand page tree item"><span class="Icon__IconWrapper-dyhwwi-0 bcqBjl" aria-label=""><svg width="24" height="24" viewBox="0 0 24 24" focusable="false" role="presentation"><path d="M10.294 9.698a.988.988 0 0 1 0-1.407 1.01 1.01 0 0 1 1.419 0l2.965 2.94a1.09 1.09 0 0 1 0 1.548l-2.955 2.93a1.01 1.01 0 0 1-1.42 0 .988.988 0 0 1 0-1.407l2.318-2.297-2.327-2.307z" fill="currentColor" fill-rule="evenodd"/></svg></span></div><a href="/user-management/docs/manage-role-and-product-permissions/" data-testid="atlas_link">Manage role and product permissions</a><ul class="pagetree__list false" style="display:none"><li class="pagetree__item "><a href="/user-management/docs/control-how-users-get-access-to-products/" data-testid="atlas_link">Control how users get access to products</a></li><li class="pagetree__item "><a href="/user-management/docs/give-users-admin-permissions/" data-testid="atlas_link">Give users admin permissions</a></li><li class="pagetree__item "><a href="/user-management/docs/approve-or-deny-product-access-requests/" data-testid="atlas_link">Approve or deny product access requests</a></li><li class="pagetree__item "><a href="/user-management/docs/give-users-access-to-products/" data-testid="atlas_link">Give users access to products</a></li><li class="pagetree__item "><a href="/user-management/docs/how-does-product-access-work/" data-testid="atlas_link">How does product access work?</a></li><li class="pagetree__item "><a href="/user-management/docs/remove-product-access-for-users/" data-testid="atlas_link">Remove product access for users</a></li><li class="pagetree__item "><a href="/user-management/docs/disable-automatic-domain-enabled-access-to-your-instance/" data-testid="atlas_link">Disable automatic domain-enabled access to your instance</a></li><li class="pagetree__item "><a href="/user-management/docs/remove-admin-permissions-from-users/" data-testid="atlas_link">Remove admin permissions from users</a></li><li class="pagetree__item "><a href="/user-management/docs/what-are-the-different-types-of-admin-roles/" data-testid="atlas_link">What are the different types of admin roles?</a></li></ul></li><li class="pagetree__item pagetree__item--current-child-list"><div data-testid="pagetree-item-expander" class="pagetree__expander pagetree__expander--expanded" role="button" tabindex="0" aria-expanded="true" aria-label="collapse page tree item"><span class="Icon__IconWrapper-dyhwwi-0 bcqBjl" aria-label=""><svg width="24" height="24" viewBox="0 0 24 24" focusable="false" role="presentation"><path d="M10.294 9.698a.988.988 0 0 1 0-1.407 1.01 1.01 0 0 1 1.419 0l2.965 2.94a1.09 1.09 0 0 1 0 1.548l-2.955 2.93a1.01 1.01 0 0 1-1.42 0 .988.988 0 0 1 0-1.407l2.318-2.297-2.327-2.307z" fill="currentColor" fill-rule="evenodd"/></svg></span></div><a href="/user-management/docs/manage-accounts-for-jira-service-management-customers/" data-testid="atlas_link">Manage Jira Service Management customer accounts</a><ul class="pagetree__list false"><li class="pagetree__item "><a href="/user-management/docs/manage-jira-service-management-customer-accounts/" data-testid="atlas_link">What different account types can customers have?</a></li><li class="pagetree__item pagetree__item--current-child-list"><div data-testid="pagetree-item-expander" class="pagetree__expander pagetree__expander--expanded" role="button" tabindex="0" aria-expanded="true" aria-label="collapse page tree item"><span class="Icon__IconWrapper-dyhwwi-0 bcqBjl" aria-label=""><svg width="24" height="24" viewBox="0 0 24 24" focusable="false" role="presentation"><path d="M10.294 9.698a.988.988 0 0 1 0-1.407 1.01 1.01 0 0 1 1.419 0l2.965 2.94a1.09 1.09 0 0 1 0 1.548l-2.955 2.93a1.01 1.01 0 0 1-1.42 0 .988.988 0 0 1 0-1.407l2.318-2.297-2.327-2.307z" fill="currentColor" fill-rule="evenodd"/></svg></span></div><a href="/user-management/docs/manage-accounts-for-portal-only-customers/" data-testid="atlas_link">Manage accounts for portal-only customers</a><ul class="pagetree__list false"><li class="pagetree__item "><a href="/user-management/docs/change-password-for-portal-only-customers/" data-testid="atlas_link">Change password for portal-only customers</a></li><li class="pagetree__item pagetree__item--current-item"><div data-testid="pagetree-item-expander" class="pagetree__expander pagetree__expander--expanded pagetree__expander--current" role="button" tabindex="-1" aria-expanded="true" aria-label=""><span class="Icon__IconWrapper-dyhwwi-0 bcqBjl" aria-label=""><svg width="24" height="24" viewBox="0 0 24 24" focusable="false" role="presentation"><circle cx="12" cy="12" r="5" fill="currentColor" fill-rule="evenodd"/></svg></span></div><a href="/user-management/docs/migrate-a-portal-only-customer-to-atlassian-account/" data-testid="atlas_link">Migrate a portal-only customer to Atlassian account</a></li><li class="pagetree__item "><a href="/user-management/docs/edit-name-for-portal-only-customers/" data-testid="atlas_link">Edit name for portal-only customers</a></li><li class="pagetree__item "><a href="/user-management/docs/revoke-access-for-portal-only-customers/" data-testid="atlas_link">Revoke access for portal-only customers</a></li><li class="pagetree__item "><a href="/user-management/docs/delete-portal-only-customers/" data-testid="atlas_link">Delete portal-only customers</a></li></ul></li></ul></li></ul></div></div></aside><main class="topic__container"><div class="topic__sub-header" data-testid="topic_sub_header"><div class="breadcrumbs-wrapper" data-testid="breadcrumbs"><div class="BreadcrumbsContainer-tgj96-0 eiYreW"><div class="BreadcrumbsItem__BreadcrumbsItemElement-sc-1hh8yo5-0 fItpNE"><a class="Button__ButtonElement-sc-114ur46-0 eMRgDW sc-bbmXgH gZerWW" spacing="none" href="/" target=""><span style="align-self:center;display:inline-flex;flex-wrap:nowrap;max-width:100%;position:relative"><span style="align-items:center;align-self:center;flex:1 1 auto;margin:0;max-width:100%;overflow:hidden;text-overflow:ellipsis;white-space:nowrap;transition:opacity 0.3s;opacity:1">Atlassian Support</span></span></a><div class="Separator-c8t0qf-0 kSIZGq">/</div></div><div class="BreadcrumbsItem__BreadcrumbsItemElement-sc-1hh8yo5-0 fItpNE"><a class="Button__ButtonElement-sc-114ur46-0 eMRgDW sc-bbmXgH gZerWW" spacing="none" href="/user-management/resources/" target=""><span style="align-self:center;display:inline-flex;flex-wrap:nowrap;max-width:100%;position:relative"><span style="align-items:center;align-self:center;flex:1 1 auto;margin:0;max-width:100%;overflow:hidden;text-overflow:ellipsis;white-space:nowrap;transition:opacity 0.3s;opacity:1">User management Resources</span></span></a><div class="Separator-c8t0qf-0 kSIZGq">/</div></div><div class="BreadcrumbsItem__BreadcrumbsItemElement-sc-1hh8yo5-0 fItpNE"><a class="Button__ButtonElement-sc-114ur46-0 eMRgDW sc-bbmXgH gZerWW" spacing="none" href="/user-management/docs/manage-accounts-for-jira-service-management-customers/" target=""><span style="align-self:center;display:inline-flex;flex-wrap:nowrap;max-width:100%;position:relative"><span style="align-items:center;align-self:center;flex:1 1 auto;margin:0;max-width:100%;overflow:hidden;text-overflow:ellipsis;white-space:nowrap;transition:opacity 0.3s;opacity:1">Manage Jira Service Management customer accounts</span></span></a><div class="Separator-c8t0qf-0 kSIZGq">/</div></div><div class="BreadcrumbsItem__BreadcrumbsItemElement-sc-1hh8yo5-0 fItpNE"><a class="Button__ButtonElement-sc-114ur46-0 eMRgDW sc-bbmXgH gZerWW" spacing="none" href="/user-management/docs/manage-accounts-for-portal-only-customers/" target=""><span style="align-self:center;display:inline-flex;flex-wrap:nowrap;max-width:100%;position:relative"><span style="align-items:center;align-self:center;flex:1 1 auto;margin:0;max-width:100%;overflow:hidden;text-overflow:ellipsis;white-space:nowrap;transition:opacity 0.3s;opacity:1">Manage accounts for portal-only customers</span></span></a></div></div></div></div><article class="topic__inner-container margin-top-medium" id="maincontent"><div class="title margin-bottom-medium"><h1>Migrate a portal-only customer to Atlassian account</h1></div><div class="topic__body"><div><div class='adf__content'><div style='position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden'></div><div style='position:absolute;height:0;width:100%'><object data='about:blank' type='text/html' style='position:absolute;height:0;width:100%' aria-hidden='true' tabindex='-1'></object></div><div class='ak-renderer-wrapper sc-dymIpo gEdAYa'><div></div><div class='sc-kXeGPI fIPKnQ'><div class='ak-renderer-document'><div class='ak-renderer-extension ' style='width:100%' data-layout='default'><div class='ak-renderer-extension-overflow-container'><div class='text-fragment' data-testid='text-fragment'><div style='position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden'></div><div class='ak-renderer-wrapper sc-dymIpo gEdAYa'><div></div><div class='sc-kXeGPI fIPKnQ'><div class='ak-renderer-document'><p data-renderer-start-pos='0'><strong>Which user management experience do you have? </strong></p><p data-renderer-start-pos='48'>To check, go to your organization at <a class='sc-eIHaNI fVLHZh' href='http://admin.atlassian.com/' title='http://admin.atlassian.com/'>admin.atlassian.com</a> and select <strong>Directory</strong>. If the <strong>Users</strong> and <strong>Groups</strong> lists are found here, then you are using the centralized<strong> </strong>user management. <a class='sc-eIHaNI fVLHZh' href='https://community.atlassian.com/t5/Atlassian-Access-articles/User-management-for-cloud-admins-just-got-easier/ba-p/1576592' title='https://community.atlassian.com/t5/Atlassian-Access-articles/User-management-for-cloud-admins-just-got-easier/ba-p/1576592'>Learn more about the centralized user management</a> </p></div></div></div></div></div></div><p data-renderer-start-pos='1'><em>We’ll note these changes in the support documentation below</em>.</p><div class='ak-renderer-extension ' style='width:100%' data-layout='default'><div class='ak-renderer-extension-overflow-container'><div class='text-fragment' data-testid='text-fragment'><div style='position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden'></div><div class='ak-renderer-wrapper sc-dymIpo gEdAYa'><div></div><div class='sc-kXeGPI fIPKnQ'><div class='ak-renderer-document'><div class='pm-table-container ' data-layout='default' style='width:inherit'><div class='pm-table-wrapper'><table data-number-column='false'><tbody><tr><td rowspan='1' colSpan='1'><p data-renderer-start-pos='0'><strong>Original </strong></p></td><td rowspan='1' colSpan='1'><p data-renderer-start-pos='13'><strong>Centralized </strong></p></td></tr><tr><td rowspan='1' colSpan='1'><p data-renderer-start-pos='31'>As a site administrator or organization admin, <strong>Users</strong> is found under <strong>Product site</strong>. </p><div class='ak-renderer-extension ' style='width:100%' data-layout='default'><div class='ak-renderer-extension-overflow-container'><div style='text-align:center'><img style='max-width:100%;border:2px inset rgba(9,30,66,0.08);-webkit-border-radius:3px;-moz-border-radius:3px;border-radius:3px' src='//images.ctfassets.net/zsv3d0ugroxu/7AevASHr0yJp0LZaXGBoxP/050831dc5ca1e93f856af1d68d33626c/old-user-management-experience_resized.png' alt='Original user management png'></div></div></div></td><td rowspan='1' colSpan='1'><p data-renderer-start-pos='118'>As an organization admin, <strong>Users</strong> is found under <strong>Directory </strong>tab.</p><div class='ak-renderer-extension ' style='width:100%' data-layout='default'><div class='ak-renderer-extension-overflow-container'><div style='text-align:center'><img style='max-width:100%;border:2px inset rgba(9,30,66,0.08);-webkit-border-radius:3px;-moz-border-radius:3px;border-radius:3px' src='//images.ctfassets.net/zsv3d0ugroxu/3ZO4fm5kzHU2GqRPapsy4A/ccb8ac39f53f83d7dcfddbaeb70cedf7/New-user-management_resized.png' alt='Centralized user management png'></div></div></div></td></tr></tbody></table></div></div><p data-renderer-start-pos='188'> </p></div></div></div></div></div></div><p data-renderer-start-pos='64'>Customers with portal-only accounts have limited access to Jira Service Management features as they can only access the portals, raise help requests, and view knowledge base articles. In some cases, your team may want to collaborate with a customer in your Atlassian cloud products or if the customer needs product access, they need to have Atlassian accounts.</p><p data-renderer-start-pos='426'><strong>To migrate a portal-only customer to an Atlassian account:</strong></p><p data-renderer-start-pos='486'><span><span class='text-fragment' data-testid='inline-text-fragment'><span><em>This procedure is different depending on your user management experience.</em></span></span></span></p><p data-renderer-start-pos='489'>If you have the centralized user management:</p><div class='pm-table-container ' data-layout='default' style='width:inherit'><div class='pm-table-wrapper'><table data-number-column='false'><tbody><tr><td rowspan='1' colSpan='1'><div class='ak-renderer-extension ' style='width:100%' data-layout='default'><div class='ak-renderer-extension-overflow-container'><div class='text-fragment' data-testid='text-fragment'><div style='position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden'></div><div class='ak-renderer-wrapper sc-dymIpo gEdAYa'><div></div><div class='sc-kXeGPI fIPKnQ'><div class='ak-renderer-document'><p data-renderer-start-pos='0'><span><span><span role='presentation'><span class='icon-extension' data-testid='icon' style='white-space:normal'><span class='Icon__IconWrapper-dyhwwi-0 dqqHMN'><svg width='24' height='24' viewBox='0 0 24 24' focusable='false' role='presentation'><g fill='currentColor' fill-rule='evenodd'><path d='M6 14c0-1.105.902-2 2.009-2h7.982c1.11 0 2.009.894 2.009 2.006v4.44c0 3.405-12 3.405-12 0V14z'></path><circle cx='12' cy='7' r='4'></circle></g></svg></span></span></span></span></span><strong>Who can do this?</strong></p><ul class='ak-ul'><li><p data-renderer-start-pos='19'>Organization admins</p></li></ul></div></div></div></div></div></div></td></tr></tbody></table></div></div><ol class='ak-ol'><li><p data-renderer-start-pos='542'>Go to <a class='sc-eIHaNI fVLHZh' href='http://admin.atlassian.com/' title='http://admin.atlassian.com/'>admin.atlassian.com</a>. Select your organization if you have more than one.</p></li><li><p data-renderer-start-pos='624'>Select <strong>Products</strong> from the header.</p></li><li><p data-renderer-start-pos='660'>Under <strong>Sites and products</strong>, select the site that contains Jira Service Management.</p></li><li><p data-renderer-start-pos='744'>Under the <strong>Jira Service Management </strong>section on the nav bar,<strong> </strong>select<strong> Portal customers</strong>.</p></li><li><p data-renderer-start-pos='830'>Next to the customer you want to migrate, select > <strong>Migrate to Atlassian account</strong>.</p></li><li><p data-renderer-start-pos='914'>Select <strong>Migrate </strong>to confirm.</p></li></ol><p data-renderer-start-pos='946'>If you have the original user management:</p><div class='pm-table-container ' data-layout='default' style='width:inherit'><div class='pm-table-wrapper'><table data-number-column='false'><tbody><tr><td rowspan='1' colSpan='1'><div class='ak-renderer-extension ' style='width:100%' data-layout='default'><div class='ak-renderer-extension-overflow-container'><div class='text-fragment' data-testid='text-fragment'><div style='position:absolute;left:-9999px;width:1px;height:1px;overflow:hidden'></div><div class='ak-renderer-wrapper sc-dymIpo gEdAYa'><div></div><div class='sc-kXeGPI fIPKnQ'><div class='ak-renderer-document'><h4 id='inlineExtension'><span><span><span role='presentation'><span class='icon-extension' data-testid='icon' style='white-space:normal'><span class='Icon__IconWrapper-dyhwwi-0 dqqHMN'><svg width='24' height='24' viewBox='0 0 24 24' focusable='false' role='presentation'><g fill='currentColor' fill-rule='evenodd'><path d='M6 14c0-1.105.902-2 2.009-2h7.982c1.11 0 2.009.894 2.009 2.006v4.44c0 3.405-12 3.405-12 0V14z'></path><circle cx='12' cy='7' r='4'></circle></g></svg></span></span></span></span></span>Who can do this?</h4><ul class='ak-ul'><li><p data-renderer-start-pos='19'>Organization admins</p></li><li><p data-renderer-start-pos='42'>Site administrators</p></li></ul></div></div></div></div></div></div></td></tr></tbody></table></div></div><ol class='ak-ol'><li><p data-renderer-start-pos='996'>Go to your site's <strong>Admin</strong> at <a class='sc-eIHaNI fVLHZh' href='http://admin.atlassian.com/' title='http://admin.atlassian.com/'>admin.atlassian.com</a>. If you're an admin for multiple sites or an organization admin, click the site's name and URL to open the <strong>Admin</strong> for that site.</p></li><li><p data-renderer-start-pos='1174'>Select <strong>Jira Service Management</strong>.</p></li><li><p data-renderer-start-pos='1209'>From the customer you want to migrate, select <span><span><span role='presentation'><span class='icon-extension' data-testid='icon' style='white-space:normal'><span class='Icon__IconWrapper-dyhwwi-0 dqqHMN'><svg width='24' height='24' viewBox='0 0 24 24' focusable='false' role='presentation'><g fill='currentColor' fill-rule='evenodd'><circle cx='5' cy='12' r='2'></circle><circle cx='12' cy='12' r='2'></circle><circle cx='19' cy='12' r='2'></circle></g></svg></span></span></span></span></span> (more option) > <strong>Migrate to Atlassian account</strong>.</p></li></ol><p data-renderer-start-pos='1308'>Newly migrated customers must log in using their Atlassian account credentials after you migrate them. If they have a new Atlassian account, they need to verify their email address.</p><p data-renderer-start-pos='1491'>When you migrate a customer to an Atlassian account, we do the following:</p><ul class='ak-ul'><li><p data-renderer-start-pos='1566'>deactivate their portal-only profile </p></li><li><p data-renderer-start-pos='1607'>migrate important data, such as their requests, to a new Atlassian account</p></li><li><p data-renderer-start-pos='1685'>assign a new user key to the Atlassian account</p></li><li><p data-renderer-start-pos='1735'>assign the ‘Customer’ product role</p></li><li><p data-renderer-start-pos='1773'>add to the ‘ jira-servicemanagement-customers-<workspace-name>’ group with no default product access</p></li></ul><p data-renderer-start-pos='1879'>The migration process can take up to 10 minutes. When done, the old portal-only profile still displays as <strong>Inactive</strong>, but you can’t un-migrate it.</p><div style='background:#DEEBFF' class='ak-editor-panel' data-panel-type='info'><span style='color:#0052CC' class='ak-editor-panel__icon'><span class='sc-bnXvFD jjYaPd' role='img' aria-label='Panel info'><svg width='24' height='24' viewBox='0 0 24 24' focusable='false' role='presentation'><path d='M12 20a8 8 0 1 1 0-16 8 8 0 0 1 0 16zm0-8.5a1 1 0 0 0-1 1V15a1 1 0 0 0 2 0v-2.5a1 1 0 0 0-1-1zm0-1.125a1.375 1.375 0 1 0 0-2.75 1.375 1.375 0 0 0 0 2.75z' fill='currentColor' fill-rule='evenodd'></path></svg></span></span><div class='ak-editor-panel__content'><p data-renderer-start-pos='2025'>After migration, you can grant the user product access which will consume a corresponding product license. <a class='sc-eIHaNI fVLHZh' href='https://support.atlassian.com/user-management/docs/update-product-access-settings/' title='https://support.atlassian.com/user-management/docs/update-product-access-settings/'>Learn more about updating product access settings</a>.</p></div></div><h2 id='What-happens-if-a-portal-only-customer-is-invited-to-an-Atlassian-account'>What happens if a portal-only customer is invited to an Atlassian account?</h2><p data-renderer-start-pos='2262'>If a portal-only customer is invited to an Atlassian product, you'll see a note in their profile prompting you to migrate them to an Atlassian account. If you don't migrate the user, then they can't view requests they sent as a portal-only customer.</p><p data-renderer-start-pos='2513'>If you’d like a customer with an Atlassian account to have access to a site, you’ll need to enable site access.</p><p data-renderer-start-pos='2626'><span><span class='text-fragment' data-testid='inline-text-fragment'><span><em>This procedure is different depending on your user management experience.</em></span></span></span></p><p data-renderer-start-pos='2629'>To enable site access for the original user management:</p><ol class='ak-ol'><li><p data-renderer-start-pos='2686'>Navigate to<strong> Product ></strong> <strong>Users</strong> at <a class='sc-eIHaNI fVLHZh' href='http://admin.atlassian.com/' title='http://admin.atlassian.com/'>admin.atlassian.com</a></p></li><li><p data-renderer-start-pos='2740'>Select a user to navigate to <strong>User</strong> details page.</p></li><li><p data-renderer-start-pos='2791'>Turn on <strong>Has access on site.</strong></p></li></ol><p data-renderer-start-pos='2824'>To enable site access for the centralized user management:</p><ol class='ak-ol'><li><p data-renderer-start-pos='2884'>Go to <a class='sc-eIHaNI fVLHZh' href='http://admin.atlassian.com/' title='http://admin.atlassian.com/'>admin.atlassian.com</a>. Select your organization if you have more than one.</p></li><li><p data-renderer-start-pos='2966'>Select <strong>Directory</strong> > <strong>Users</strong>.</p></li><li><p data-renderer-start-pos='2995'>Find the user, then select their avatar or <strong>Show details</strong>.</p></li><li><p data-renderer-start-pos='3055'>Select <strong>Restore access</strong>.</p></li></ol></div></div></div></div></div><div data-testid="feedback_buttons" class="feedback"><p class="feedback__question-text">Was this helpful?</p><button class="feedback__yes-button sc-jKJlTe dnzyaD" spacing="default" type="button"><span style="align-self:center;display:inline-flex;flex-wrap:nowrap;max-width:100%;position:relative"><span style="align-items:center;align-self:center;flex:1 1 auto;margin:0 4px;max-width:100%;overflow:hidden;text-overflow:ellipsis;white-space:nowrap;transition:opacity 0.3s;opacity:1">Yes</span></span></button><div class="feedback__no-wrapper"><button class="feedback__no-button sc-jKJlTe 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