From the course: Complete Guide to Jira Administration: Configuration, Management, and Automation

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Using portal groups

Using portal groups - Jira Tutorial

From the course: Complete Guide to Jira Administration: Configuration, Management, and Automation

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Using portal groups

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- Next, let's explore how portal groups help organize request types in the self-service portal. Our example service management project only has four request types, so there's no need to create groups. If we did, it would be an extra click for our users, which would be overkill. But what if there were many request types, like in this earlier IT service test example> The JSM project has more than 20. When there are a lot of request forms, use portal groups to categorize them. This example shows a category at the top for the most common request types, a category for all computer related requests, and others for the other types. To create portal groups and manage the forms in each group, go to the portal page in the project admin area. You may need to expand the channels and self-service menu in the left sidebar in cloud. Then click the Portal Groups tab at the top of the page. On this page, you can create groups, reorder them, and reorder the request types within the groups. You can also…

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