I want to invite a client so they can see their project progress on a kanban board - AND ONLY THAT.
I'm unable to figure out how to restrict permissions. I've read dozens of forum posts and documentation pages... to no avail. The only thing I was able to do is add the new user under a specific project, so they they cannot see other projects.
However, inside the project they see and can edit all the other things like project settings, ability to transition issues, etc.
I've tried the following, but nothing really worked:
I'm still on a free trial even though I signed up for "standard", and I thought perhaps I need to enter my credit card info. I went ahead and did that, but no changes in any of the above UI.
Can anyone explain what I can do here? It definitely seems overcomplicated.
Hi George - Welcome to the Atlassian Community!
You should be able to do that with the Permission Scheme.
Sounds like you added the user(s) to a group. In the permission scheme, make sure that group only has the Browse Project permission. Do not put that group in any of the project roles and make sure none of your permission are given to jira-users group.
That should be a good start for you and then we can go from there.
Thank you so much! I figured it out thanks to your answer.
I actually had a few things going on that were interfering:
By the way, project role is required when adding new people to the project, but it seems that does not cause any problems.
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I'm not sure if it is easily doable or if it is doable at all. The Kanban board displays cards that represent Jira issues. If you don't have at least "view" permission on an issue, you won't be able to see that on the Kanban board, either. So your client will need to be able to view also the "data" that is on the board.
Alternative approach: you can add the Kanban board to a Jira dashboard, export the dashboard to PDF and email (or share) the PDF with your client. It isn't realtime, but your client needs zero access to your Jira instance.
See this tutorial.
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unfortunately PDF is not an option. Need to provide them real time access.
To simplify a but more, main thing I want is to:
1. Restrict them from viewing/editing any project settings
2. Restrict from transitioning any issues.
I would assume this should be possible...
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