Hierarchical set up for customers

Monica Joseph_liyr86

Hi,

 

I'm migrating from Solution Manager to JIRA. In Solution Manager we had a manger view set up for customers. For example, the Finance team's manager was able to view the tickets for all her team.

 

I could not find a similar hierarchy option when setting up an organization for customers.

Can someone please guide through the available options.

Jens Schumacher - Released_so

Hi @Monica Joseph , 

Jira is extremely flexible. Which means there are multiple ways to set projects to meet your needs. Your question doesn't have quite enough detail to make a concrete suggestion, but here are a few options you could consider: 

A project for each function / team

Projects are the best way to control access to larger number of issues/tickets. If access control is a concern, you might want to look at giving each team of function their own project. However, if there is a lot of collaboration between those teams, it could be better to have a shared project. 

To organise the projects, you can use project categories. Here is a great post on the topic.

Hierarchy / grouping within a project

Within a project there are multiple ways to slice and dice issues and create different views. You could use categories, labels or custom fields to group a set of issues. 

There are also a number of apps available that extend issue hierarchies. https://jxl.app is one example that we like.  

Hope this gives you a good starting point. Please let me know if you have any concrete questions or requirements and I might be able to give you more detailed advice. 

Cheers,
Jens

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