Restrict customer portal permissions on workflow

Trevor Overstreet

My client has 200+ users who need to access and submit a form/task using the portal. The workflow we have setup is the task has to be approved or declined by a manager. It's almost as if I need two different portal page views...one for the 200+ submitters who do NOT have access to the workflow scheme (below) and a different view for managers to approve/ decline work and communicate with jira project managers.

Can this be accomplished under customer permissions or assign some type of group permission in the workflow itself so it's only visible to the managers who use the portal page?

Thank you!!

Joseph Chung Yin

@Trevor Overstreet -

You will need to ensure that your approvers all have access your project (assigned them with Service Desk Customer role).  They will have access to the requests via the portal and only them will have the view showing them the Approve/Decline options by default.

Your customers (one who generated the issues) will not have access or even see the Approve/Decline options in the portal by default.

Here are a few links on how to configure Approval in JSM projects for your references -

https://support.atlassian.com/jira-service-management-cloud/docs/what-are-the-differences-in-classic-and-next-gen-approvals/

https://support.atlassian.com/jira-service-management-cloud/docs/set-up-approvals/

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.