Quote Request – JSM consolidation 3 to 1 instance, scale 4 to 12 agents

[Edgar Manuel]

Hi, thank you for the demo. I have a few questions about our specific scenario.

First, we have 3 separate Atlassian instances,one with JSM Premium and two free Jira Software instances. What is the recommended process to consolidate them into a single instance?

Second, once consolidated, we'll have multiple teams, Operations, Consulting, Development, IT Support, and Legal — all in the same instance. How do we restrict visibility so each team only sees their own projects and tickets?

Third, currently our 4 agents share credentials, multiple people use the same account. We need individual accounts for traceability. If we scale from 4 to 12 agents, how does this affect licensing cost, including Marketplace add-ons?

And fourth, can executive leadership have a single consolidated dashboard across all teams, while each team remains restricted to their own data?

One last thing — we're actively evaluating JSM for our entire organization, TSNET SA, based in Peru. I submitted a quote request but haven't received a response. Could someone from Atlassian sales reach out to me directly? My email is <EMAIL REMOVED> I'd really appreciate the help. Thank you!

[Trudy P Claspill]

Hello @Edgar Manuel 

Welcome to the Atlassian demo.

This is a user community. I don't know who provided your demo, but if you were trying to reach them directly this is not the right venue for that.

The best consolidating method for Jira Cloud instances depends in the configuration/data in each instance, the users, and what data and users you ultimately want in the consolidated instance. There is a feature provided by Atlassian for copying information from one Cloud instance to another. You can read about that here:

https://support.atlassian.com/organization-administration/docs/copy-product-data/

Regarding restricting visibility to specified projects that depends in part on the types of projects you have. Do you have both Company Managed and Team Managed projects?

To restrict visibility to Team Managed projects you must start by setting the Access Level of those project to Private. Then you have to specifically add the people/user groups to roles in each such project to grant them access to it. For Company Managed projects it depends on the Permission Scheme(s) assigned to the projects and whether or not each project has a unique permissions scheme or share their scheme with other projects. And it depends on whether you leverage user groups. I think the best method is to set up your Permission Schemes to allocate access to Project roles (including the Browse Projects permission) then you would add users to the Roles in the Project to grant them access, or add them to user groups that you add to the roles.

Regarding licensing cost, you can find a price calculator for JSM costs here:

https://www.atlassian.com/collections/service/pricing

If you are using Jira and Jira Service Management generally Marketplace app licensing will need to be at the same level as the app for which you have more licensed users, when the Marketplace app is able to provide functionality to both Jira (Business and Software projects) and JSM (service projects). Each Marketplace app has its own pricing tab for calculations and they usually have a FAQ there that explains the licensing.

For executives to have a single consolidated dashboard the executives would need to have permission to see the work items in all projects. You can do that while restricting the teams to seeing only their own projects. It is all about how you manage the project role allocation and permissions.

Regarding your last thing, as this is a user community there is nobody here who can access you quote request. If you have a ticket for your quote request you should be able to contact Atlassian directly by updating that ticket.

One last thing for you. This is a publicly accessible forum. It is unwise to post your contact information here because anybody on the internet can see it. So I have edited your post to remove your email address.