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Letting managers see open tickets in the portal

Zane Bartlett_vcbhke

Hello,

So two main questions
1. Is there a way to group people within a project so that they can view each other's tickets?
2. Is there a way to restrict those groups so that the manager of the group can see the member's tickets, but the members can't see each other's?

Context
We have our staff using the portal to stay up to date on where IT is with their tickets. Something we were wanting to try to do was let our mangers see their teams tickets. I believe that this can be achieved by putting each department into an organization, but am unsure. Then, one thing that I would like to know if this is possible, is if there would be anyway to restrict it just so that the manager can see the team's tickets, but not necessarily that everyone in the team can see each other's tickets.

Accepted answers

All comments

Bastian Stehmann

Hi @Zane Bartlett ,

Welcome to the community.

I think Issue Security is what you need.

With that you can define security levels and these levels are controlling, who can see the issue.

You could for example create a level, where only the assignee and the manager are added.

https://support.atlassian.com/jira-cloud-administration/docs/configure-issue-security-schemes/

Angélica Luz

Hello @Zane Bartlett

Thank you for reaching out to the Atlassian Community!

On Jira Service Management, there are three roles for customers: reporter, request participant, and member of an organization.

With this said, to answer your questions:

Is there a way to group people within a project so that they can view each other's tickets?

Yes, by adding them to Organizations.

When a ticket is created by a customer and they share the ticket with the organization, everyone on that specific org will be able to view the ticket in the customer portal.

Group customers into organizations

Is there a way to restrict those groups so that the manager of the group can see the member's tickets, but the members can't see each other's?

No, everyone in a group/organization will be able to view the tickets.

In this case, the best option is to add the manager as a request participant on the ticket.

What are request participants?

If you have any other questions regarding this matter, please let us know.

Kind regards,
Angélica

Zane Bartlett_vcbhke

Thank you for you quick response!

Is there anyway to easily automate a manager as a request participant when someone on their team submits a ticket?

Angélica Luz

Hi Zane,

It’s possible to use automation for that, but it depends on how it’s identified the manager of the reporter.

Are they using a custom field and selecting their manager on the request form in the portal?

Is it identified by their domain or by department?

Here is a simple example of an automation rule:

Screen Shot 2022-01-10 at 11.34.37.png

Zane Bartlett_vcbhke

Hi Angelica,

Preferably, Our IT would like to be able to create and manage department groups somewhere in JSM so that when a member in a department adds a ticket, the manager can see the ticket. It seems like the best way to do this is to add the manager as a request participant, as you describe above.

I see you have a rule for when "Department equals HR", but I'm unsure what you're doing to create the department. If I know how to do that, I think I will be able to do this!

Thank you again!

Stefan Froehlich

Hi @Zane Bartlett

we have a similar request from some of our internal departments and I am trying to figure out a way we could set this up. Did you every figure out a solution?

Dimitrios Kouroumichakis

I'll pick up on that topic again. @Zane Bartlett Did you have any success?

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