I want to create a client portal for my client so I can design their site. I want them to be able to provide info, upload docs, etc but not edit the board and the cards. How do I set that up.
Hello @Daniel Scates
Welcome to the Atlassian community.
Can you confirm that your question concerns the Jira Cloud product which is the Scope of this forum? I see you have asked a very similar question in the Trello forum.
The tags on this post to which I am responding indicate you are using the Free subscription. Is that accurate? If so in the Jira product you cannot customize the permissions for the users as stated here
https://support.atlassian.com/jira-cloud-administration/docs/what-is-the-free-jira-cloud-plan/
All licensed will have all permissions in all projects
If you want to customize the permissions for Jira users you must upgrade to at least the Standard plan.
Then you can manage permissions as per this documentation:
https://support.atlassian.com/jira-cloud-administration/docs/manage-permissions-in-jira-cloud/
Hi Daniel - Welcome to the Atlassian Community!
You can't do that with a Free subscription, as you cannot control who can do what. Basically, everyone has the same permissions. Once you have a paid subscription - even if for just one user - then you can grant permissions to users for Comment only. But it would be a paid subscription.
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Keep in mind that you will need to pay for your customer accounts if you invite them to your Jira environment. The free version of Jira won't work as the permissions can not be edited. This means you'll need to subscribe to Jira Standard.
In the project permissions, make sure to assign the following permissions to your customers:
- Browse Projects
- Add Comments
- Edit Own Comments
- Delete Own Comments
- Create Attachments
- Delete Own Attachments
This setup could become expensive the more different customer projects you will have and thus your user base will grow.
Another way would be to use Jira Service Management with a customer facing portal where they could comment on existing requests that you provide for them. The advantage here is that you don't need to pay for your customer accounts (no matter how many you invite).
I hope this helped you a litte bit.
Best regards,
Vitali
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Hi @Daniel Scates ,
Thank you for your post.
It's not clear for me what do you mean for client portal.
Are your working with Jira or customer service/Jira service management?
As the question is created in Jira forum, you can control what users can do through project permissions, more detail here
Hope it helps
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The link you provided is for Data Center while the post tags indicate they are using Cloud.
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