Custom Charts for Jira

Shared Dashboards - Permissions

Owned by Morgan Folsom (Unlicensed)
Last updated: Oct 27, 2021
3 min read

 

Link Access Permissions

Once you’ve set up the gadget how you like, you can customize who will be able to view the Shared Dashboard.

Anyone (Public) with an access code

Coming Soon!

Any user with access to this link and who has entered in the provided access code will be able to view this dashboard, with data loaded as the dashboard owner.

Anyone (Public)

Coming Soon!

Any user with access to this link will be able to view this dashboard, with data loaded as the dashboard owner.

JSM portal users

This Shared Dashboard will be visible in the Jira Service Management customer portal for users in the selected JSM project, with the following restrictions:

  • Only issues where the portal user is the reporter or request participant will be available

    • Eg. All customers of the Support project will see the Shared Dashboard, and the charts will show only tickets they created or were added as a participant to.

  • If an organization has been selected, only issues where the organization on the issue matches the selected organization will be available

    • Eg. Only users part of Organization A will see the charts in the Support project, and they will only see charts for issues that have had their Organization added to them.

  • If a portal user has been selected, the dashboard will only show to that user, and only issues where that user is the reporter or request participant will be available.

    • Eg. Tom is the only person who will see the Shared Dashboard in the Support portal, and he will only see tickets that he created or was added as a participant to.

Only users with access to this Jira dashboard

Licensed Jira users can see this Shared Dashboard if the Jira dashboard has been shared with them.

Allow Click through: When enabled, users will be able to click on the Custom Charts to open up the Jira issue search. When they click on the chart, they’ll only be able to see issues in Jira that they have permissions to see based on Jira permissions. For users without Jira access, if this is enabled they’ll simply receive an error.

Data Restrictions - How do I change the Shared Dashboard Owner?

All data on your Shared Dashboard will be loaded as the Shared Dashboard owner. The Shared Dashboard owner will always be the last person who saved the Shared Dashboard gadget.

To change the Shared Dashboard Owner, you’ll need to change the owner of the Jira Dashboard and then save the gadget.

  1. As a Jira admin, navigate to Settings → System → Shared Objects → Shared Dashboards

  2. Locate the dashboard, and change the owner to yourself

  3. Navigate to the Jira dashboard and edit the Shared Dashboard gadget

  4. Save the Shared Dashboard gadget and you will be the new owner.

If you are not the Shared Dashboard Owner, you will not be able to edit any of the Custom Charts that are included on the Shared Dashboard. This restriction ensures that users cannot change charts to expose data on a Shared Dashboard that they would not otherwise be able to see.

To regain access to a linked Custom Chart, you must either become the Shared Dashboard Owner or delete the Shared Dashboard gadget altogether.

 

Admin Settings

Shared Dashboards settings allow you to restrict who can set each Link Access Level. Administrators can select individual users or groups who can use each different level.

When a Shared Dashboard gadget is created the link access level defines who can view the link.

The access levels are, as described above:

  1. Anyone (Public)

  2. Anyone (Public) with a password

  3. JSM portal users

  4. Users with access to this Jira dashboard

As an administrator, you may want to restrict which users and groups can create each type of link, for example, so that only particular users can create public links. The permissions below allow each access level to be disabled or enabled for a particular set of users and groups.

Note: When a permission is disabled all existing links with that permission will be disabled and immediately stop working.