How-to Agents can change Metadata of Customers
How to change a Customers Metadata.
Instructions
How to change Customers Metadata in the hover menu.
- Configure Customer Screen as defined or ask your administrator to configure the Customer Screen.
How-to customize the Metadata Customer Screen as Jira-Administrator - Within your SD Project open Customers.
- To see a Customers Metadata mouse over his/her name.
- You can now edit the Metadata by clicking on it.
- Save the new Metadata by clicking on the ✔️ check mark or anywhere on the hover menu (except the x for cancel).
(visible to the customer) below the name of the Metadata indicates that the customer will be able to see this Metadata in his/her profile.
How to change even more Metadata (as an Jira Administrator).
- To see and change even more Metadata click on the Customers name.
- Now you can see all the Metadata of this Customer.
- To change Metadata simply click on it, change it and save by clicking on the ✔️ check mark or anywhere on the page (except the x for cancel).
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