How to expose dashboard to the specific client with their related details only?

priscillareemz

Hi ALL,

I'm quite new to the JIRA. I'm exploring all of its features and functionalities. I'm using the trial version. 

I'm quite ignorant of providing the customer/client, the access to their own details on issues, projects, reports, on a dashboard etc,. I've tried surfing it all over the browser but couldn't find a relevant solution. 

All I want is to provide my client a dashboard with issues, projects details related to him/her only. The details must be accessible only to that specific user. 

Hope I've put my point straight. Looking forward to your kind help. 

 

Mike Bowen

Hi @priscillareemz 

Assuming you are an administrator in Jira Service Desk do the following:

1. Directly under Queues is Customers, click into it. (here is the path: https://**********.atlassian.net/projects/<your-project-code>/customers
2. Replace ******** with your Atlassian domain. It will take you into the Customers page.
3. Click on Add Organizations. (organizations are customers/clients).
4. Give it a name and click on Add. (e.g. XXXX).
5. Click into the organization you just created.
6. Now you need to invite your customers/clients (users) to the Customer Portal. Click on Add customers. (e.g. john.doe@xxxx.com)
7. Enter in their email address and press enter. Repeat for the next user or separate email addresses with ';' and a do a bulk insert. When you are done, click Add. (Those users added will now receive an email inviting them to the Customer Portal. Once they are signed up, they will be able to log into their Customer Portal, and click on a request type to raise a ticket). The customer/client have access to their requests only not other customers. They are able to see open, closed tickets they have raised. 
8. The tickets will arrive in your All Open Requests Queue. 
9. Create a new Queue and name it the Customers name (organization name), (e.g. XXXX Tickets). 
10. Edit the Queue and in the Filter by area use JQL (not basic) and paste in: status in (Escalated, Implementing, "In Progress", Open, "Peer review / change manager approval", Pending, Planning, Reopened, "Under Review", "Under investigation", "Waiting for approval", "Waiting for customer", "Waiting for support", "Work in progress", "On Hold") AND Organizations = "XXXX" ORDER BY Key DESC then SAVE. 
11. Done. Now when a signed up user in organization XXXX logs into the Customer Portal and raises a request your All Open Requests & XXXX queue will receive the ticket. (Mind you the user must share with organization in the Ticket Request Form on the Customer Portal.
12. If you have multiple customers then simply repeat the steps for each of the customers. 

-Mike