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: * created a user group * created a user role * looked into system > global permissions. All I can do here is grant access to the product. I gave the group access to the product and revoked access to "administer the product" * dabbled with issues > permission schemes. I tried to create a new permission scheme, but the new group I created seems to already have all the permissions, without me ever granting any... * I even tried to restrict the ability to transition issues by going through workflow > transition > add condition. Unfortunately I cannot add a negative condition like "Do not allow this group to transition", and I can only grant a transition permission to 1 GROUP! So this would exclude all the other groups. 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.

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Invite a client to view the kanban board ONLY

George Chanturidze

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:

created a user group
created a user role
looked into system > global permissions. All I can do here is grant access to the product. I gave the group access to the product and revoked access to "administer the product"
dabbled with issues > permission schemes. I tried to create a new permission scheme, but the new group I created seems to already have all the permissions, without me ever granting any...
I even tried to restrict the ability to transition issues by going through workflow > transition > add condition. Unfortunately I cannot add a negative condition like "Do not allow this group to transition", and I can only grant a transition permission to 1 GROUP! So this would exclude all the other groups.

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.

Accepted answers

John Funk

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.

All comments

Aron Gombas _Midori_

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.

jira-cloud-scrum-board-export

George Chanturidze

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...

John Funk

Hi George - Welcome to the Atlassian Community!

You should be able to do that with the Permission Scheme.

That should be a good start for you and then we can go from there.

George Chanturidze

Thank you so much! I figured it out thanks to your answer.

I actually had a few things going on that were interfering:

I had the "jira free" permission scheme active on the project, and it said it would grant all users all permissions (including project settings). I deleted that and switched the project to use the "default permission scheme". It looks like this automatically restricted a new group from project settings.
In the default permission scheme, under "transition issues", I had to remove "any logged-in user", and set it instead to "jira-software-users" group.
I put my client under a new "clients" group, so they have no access to transition issues any more.

By the way, project role is required when adding new people to the project, but it seems that does not cause any problems.

John Funk

Great! I am glad you were able to get it figured out and up and running. :-)

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