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How to allow members to submit a form, but NOT view the project?

Lara Brown_vrgrwx

Hi, I'm hoping someone can help me with a question about forms linked to projects. I'm a Jira newbie!

I'm creating a form that will allow employees to make requests - however, I don't want anyone to be able to view what other employees have requested.

I have tried to set the "Create issues" permission to "Any logged in user" and to "Public", and I've tried creating a new role that only has the "Create issues" permission, but nothing seems to work. When I link the form, they're told they don't have access.

Does anyone have any suggestions?

Thanks!

Accepted answers

Ste Wright

Hi @Lara Brown

Welcome to the Community.

Can I confirm what type of Project the Form is being created within - is this Jira Service Management or Jira Work Management?

Here's how to find the Project Type...

Go to Projects (top navigation bar) > View All Projects
Locate your Project in the list
Copy/paste the Project Type from the "Type" column

Ste

All comments

Ste Wright

Hi @Lara Brown

Welcome to the Community.

Can I confirm what type of Project the Form is being created within - is this Jira Service Management or Jira Work Management?

Here's how to find the Project Type...

Go to Projects (top navigation bar) > View All Projects
Locate your Project in the list
Copy/paste the Project Type from the "Type" column

Ste

Lara Brown_vrgrwx

Thank you! It's Company-managed business

Ste Wright

Hi @Lara Brown

I envisage this would be possible using an Issue Security Scheme.

All relevant Users will need permission to...

Browse Projects - so they can see it
Create Issues - so they can create work items

...however, post-creation you can limit Issue visibility on a per-Issue basis.

---

Create the Scheme

To create an Issue Security Scheme for this...

Go to Settings (cog icon in top-right) > Issues
Select Issue Security Schemes from the left-hand menu
Create a new Scheme - give it a name and press Add
Next, select the hyperlink Security Levels on the right-hand side
Add a security level - for example, User Access
Make this the default level, using the hyperlink Default
Next, select the hyperlink Add
In this step, you'll add who can see Issues - for example, you might add...
- Reporter = Creator of the Issue, i.e the User
- Project Roles = Your Team, so they can action the Issue?
- ...etc

^ This should create an Issue Security Scheme - to be clear, the aim is to:

Provide a default Security Level, which restricts Issue access - Default should make this the Security Level for every Issue created.
Limit who can see the Issue to the Reporter - which will dynamically show creators their Issues, whilst hiding everyone else's
Give access to your team to "all" Issues, so they can action them

---

Apply to Project

To apply the Scheme...

Go to your Project, and access the Project Settings tab
Select Issue Security from the left-hand menu
Select Actions > Select a Scheme
Apply your new Scheme to your Project

Things to check...

Ensure in the Permissions Scheme, that only appropriate Users (or none, if preferred) have access to...
- Modify Reporter - to ensure it remains the creator
- Set Issue Security - to ensure Issues cannot be made public accidentally

---

This should provide the restricted access you are seeking!

For more information on Issue Security, see this help page.

Let us know if this works!

Ste

Lara Brown_vrgrwx

Brilliant! I still need to test a couple of things but on first attempt, it looks like this worked.

Thank you so much!

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