---
title: "Customer Portal"
canonical: "https://docs.getxporter.app/space/XPORTERCLOUD/461874/Customer%20Portal"
format: markdown
---
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# Introduction

<span style="color: #0d0d0d">The </span>[<span style="color: #0d0d0d">Jira Service Desk</span>](https://www.atlassian.com/software/jira/service-management/features/service-desk)<span style="color: #0d0d0d"> </span>[<span style="color: #0d0d0d">Customer Portal</span>](https://confluence.atlassian.com/servicemanagementserver/configuring-the-customer-portal-939926277.html)<span style="color: #0d0d0d"> is a platform developed for users outside of the service team, such as customers or end-users, to interact with the service desk. It provides a centralized hub for users to submit requests, report issues, and seek assistance from the Jira service team.</span>

[Xporter for Jira Cloud](https://marketplace.atlassian.com/apps/891368/xporter-export-issues-from-jira?tab=overview&hosting=cloud) is available on the [Jira Service Desk](https://www.atlassian.com/software/jira/service-management/features/service-desk) [Customer Portal](https://confluence.atlassian.com/servicemanagementserver/configuring-the-customer-portal-939926277.html), allowing you to export a [Template](https://docs.getxporter.app/space/XPORTERCLOUD/427622) from it.

# Enabling the Customer Portal

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> **Enabling View on Settings (Figure 1)**
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> On your Jira Cloud instance, click *Settings*/gear icon (Figure 1 - 1) and then select *Apps* (Figure 1 - 2). The Xporter menu will open on the left side of the screen. There, click *Miscellaneous* (Figure 1 - 3).
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> ![Figure 1 - Miscellaneous](media://1b569799-9151-4e65-9b17-151ff8b01a9f)
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> On the Miscellaneous screen (Figure 1), use the toggle to enable these options:
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> - *Enable Xporter on Customer Portal Request Detail* (Figure 1 - 4).
> - *Enable Xporter on Customer Portal My Requests *(Figure 1 - 5)*.*
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> Once you're done, click the *Save* button (Figure 1 - 6).
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> **Adding a Template with a Jira Service Desk Scope (Figure 2)**
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> You must have, at least, one template with Jira Service Desk scope desired associated to get a document at the moment of the export.
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> On your Jira Cloud instance, click *Settings*/gear icon (Figure 1 - 1) and then select *Apps* (Figure 1 - 2). The Xporter menu will open on the left side of the screen. There, click [*Templates*](https://docs.getxporter.app/space/XPORTERCLOUD/431152/Templates) (Figure 2 - 1).
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> ![Figure 2 - Template](media://7b874212-c307-43e0-89be-45c32a5e57c7)
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> [Add](https://docs.getxporter.app/space/XPORTERCLOUD/427622/Working+with+Templates#Adding-an-External-Template) or [edit](https://docs.getxporter.app/space/XPORTERCLOUD/431152/Templates#Template-Details) a Template with one of these [scopes](https://docs.getxporter.app/space/XPORTERCLOUD/431152/Templates#Scopes-Available) from the dropdown menu (Figure 2 - 2): *JSD Request List* (Figure 2 - 3) or *JSD Request Detail* (Figure 2 - 4).
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> Once you're finished, click the *Update* button (Figure 2 - 5). You will see a success message confirming the update of the Template.
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> **Configuring Permissions**
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> The [Permission Schemes](https://docs.getxporter.app/space/XPORTERCLOUD/528718/Permission+Schemes) allow administrators to define which Projects, Issue Types, User Roles, and Groups will be available to use Xporter, as well as manage the Templates allowed to be used on each of those available Issue Types.
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> > ℹ️ If you have the setting *Enable Xporter for all projects and all users* (Figure 1 - 7) enabled, the scheme will not take effect, and you can skip this step.
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> If this setting is disabled, go to the Permission Schemes screen on the Xporter menu, and click *[Add](https://docs.getxporter.app/space/XPORTERCLOUD/528718/Permission+Schemes#Adding-New-Permissions-Schemes)*[ to set up a new scheme](https://docs.getxporter.app/space/XPORTERCLOUD/528718/Permission+Schemes#Adding-New-Permissions-Schemes)*.*
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> You can also go to an existing scheme, click *Permissions* and edit the [scheme's permissions](https://docs.getxporter.app/space/XPORTERCLOUD/528718/Permission+Schemes#Defining-Permissions):
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> - On *Roles*, select *Service Desk Customers*.
> - On* Groups*, choose *jira-servicedesk-users*.
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> Once you're finished, click the *Confirm* button. You will see a success message confirming your scheme's changes.
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> **Customer Portal**
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> If you have access to the Customer Portal for a particular Jira Issue, you will be able to export the document.

<details>
<summary>Support/Troubleshooting</summary>

If you have questions or technical issues, please [contact the Support team via the Customer Portal (Jira service management)](https://jira.getxray.app/servicedesk/customer/portal/2/user/login?destination=portal%2F2%2Fcreate%2F28) or [send us a message using the in-app chat](https://docs.getxporter.app/space/XPORTERCLOUD/18251779/In-App+Chat+Support).
</details>