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ACTION REQUIRED: how to move from Beta to the Free or Standard plans of Jira Product Discovery (JPD)

It is time! Beta customers can now move to the Free or Standard plan of Jira Product Discovery. The Jira Product Discovery beta has been nothing short of amazing and we would like to thank you for all of your feedback over the past year. This product wouldn't be what it is today without you.

As users of Jira Product Discovery beta, you are currently on the beta edition. You can now move to the Free or Standard plan, and we ask that you do so by August 17th.

This post contains detailed steps to complete this transition. Rest assured, your data will not be impacted as part of this transition and you will not be charged unless you've completed the move to the Standard plan.

 

Jira Product Discovery (JPD) Free and Standard pricing plans

JPD now has a Free and a Standard pricing plan. More details on pricing here. In short:

  • In the Free plan you can have up to 3 free Creators and unlimited Contributors.

  • In the Standard plan you have unlimited Creators and Contributors:

    • Creators are charged USD $10 per month, with volume discounts - the more Creators you have, the less you pay per Creator.

    • Contributors are free.

 

How to upgrade to the Free or Standard plan for Jira Product Discovery (JPD)

In the beta edition, the product did not enforce JPD product access checks: this meant that a user with product access to any Jira product also had access to JPD. In the Free and Standard plans, product access checks are enforced: this means that a user can only be a Creator if they have JPD product access.

Most of the actions described in this post will need to be performed by a site administrator.

 

Before you get started

JPD does not have per user pricing like Jira Software. Rather you only pay for those users who get the most value from the product. We call these users 'Creators'. We recommend you watch this video to understand the two types of users in JPD: Creators and Contributors.

Video demo: Creators and Contributors (2min)

Here are the main differences between the Creator and Contributor roles:

Screenshot 2023-05-02 at 11.28.05.png

More details on the pricing page.

Step 1: create the Jira Product Discovery Contributors group

The first step is to create the JPD Contributor group. After you create this group, anyone with a free Atlassian account added to this group can be a Contributor.

On the top nav bar, select ⚙️ > Jira settings / Products > Jira Product Discovery / AccessThis link takes you to a Jira admin page where you can enable the Contributor group.

Video instructions: create the JPD Contributor group (1min)

 

Step 2: configure Creators and Contributors

Next you need to decide who is going to be a Creator or a Contributor on the site:

A Creator is someone with product access to Jira Product Discovery: 

  1. On the top nav bar, select ⚙️ > User Management > Directory

  2. Search for a particular user and click the name

  3. Grant product access by clicking Add products > under Jira Product Discovery click User, check User and click Grant.

A Contributor is someone with one of the following:

  1. Product access to another Jira product:  
    1. On the top nav bar, select ⚙️ > User Management > Directory

    2. Search for a particular user and click the name. If they have access to a Jira product (Jira Software, Jira Service Management, Jira Product Discovery, Jira Work Management) they are a Contributor by default

  2. Or a free Atlassian Account added to a group:
    1. On the top nav bar, select ⚙️ > User Management > Directory

    2. Search for a particular user and click the name

    3. Click Add to groups and add the user to the Jira Product Discovery contributors group: jira-product-discovery-contributors-xxx

Video instructions: configure Creators and Contributors

 

Step 3 (optional): remove product access from site administrators

By default, when you add a new product to a site, the site-admins user group is given access to that product - this means that every site administrator will have access to Jira Product Discovery and consume a license. And count towards the 3 creator user limit for the free plan.

To prevent this:

  • On the top nav bar, select ⚙️ > User Management > Directory
  • In the left nav bar, open Groups
  • Open the site-admins group
  • For "Jira Product Discovery", select "None"

 

Step 4: verify project access and project roles

Next make sure to verify that you have set up the project correctly for 3 aspects:

  • Project roles
  • Project access
  • And the list of people with access to the project

Video instructions: configure project access and project roles (3min)

 

Step 5 (optional): allow Contributors to create ideas in each project

In JPD's Free and Standard pricing plans, by default Contributors cannot create ideas in discovery projects. This feature will need to be turned on in each project. Contributors will then be able to create ideas in the project but not edit them.

  1. From a Product Discovery project, open Project settings > Access
  2. Turn on "Allow Contributors to create ideas"
  3. You can configure additional options by clicking on Configure

Video instructions: allow contributors to create ideas in a discovery project (3min)

 

Step 6: test your set up

In the beta edition, Contributors could access all Creator features, so once you're done we recommend you test your set up by enforcing product access checks so the product behaves exactly as it will once you are in the Free or Standard plan:

  1. From a Product Discovery project, open Project Settings > Access.
  2. Click on the banner "You are on the beta edition of Jira Product Discovery".
  3. Turn on "Enforce product access checks"

Video instructions: test your set up by enforcing product access checks (1min)

 

Step 7: upgrade to the JPD Free or Standard plan

You can now verify the number of billable users (creators) and upgrade to Jira Product Discovery's Free or Standard plan:

  1. On the top nav bar, select ⚙️ > Billing 
  2. Select Manage for Jira Product Discovery

Video instructions: upgrade to the free or standard edition (2min)

Please note that JPD only supports monthly billing for now, not annual. However you can have JPD as a monthly bill coexisting with Jira Software and other products on an annual plan.

 

Step 8: verify if you need to add new billing details

Not all customers are using the same billing engine for Jira and Confluence today. Jira Product Discovery is only available on the new billing engine. This means that for some of you you'll need to enter your credit card again specifically for Jira Product Discovery.

Here's a post explaining how to verify billing details

 

What happens if we don't upgrade before August 17?

If you don't upgrade to the Free or Standard plan by August 17th, you will lose the ability to open Jira Product Discovery projects. However, we will retain your data up until November 17th, and if you upgrade to the Free or Standard plan in that time, everything will work as before

If you have issues upgrading to the Free or Standard plan, please contact Atlassian support and we'll assist you:

  1. From a Product Discovery project, left sidebar: Give feedback
  2. Select "Get help from the Support team"

Video instructions: contact Atlassian support (30sec)

27 comments

Amanda Barber
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 15, 2023

Hello! I'm trying to switch to the Free plan, but can't remove one of the user's access to JPD due to them being a site admin. They don't actually need access to JPD for any reason. Is there a workaround to this?

At the end of the post, it mentions a '60 days' timeline, but since August 17 is 94 days away, it's unclear if that means the end of the 60 days falls on August 17 or if the 60-day period has already begun.

Could you please clarify the timeline?

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 15, 2023

Good catch @Jack Arndt - it's August 17, I removed the 60 days thing

Like Jack Arndt likes this
Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 15, 2023

@Amanda Barber you should be able to remove their product access if you're a site admin yourself, otherwise you'll need to ask a site administrator to do it for you. 

Amanda Barber
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 15, 2023

Thanks, @Tanguy Crusson! We are both site admins. This is what I see when I try to edit the access:

 image.png

@Tanguy Crusson , Thank you for all the helpful info.  When I try to Create a Contributors Group, I am getting the following error screen.  Any ideas?

Screenshot 2023-05-15 153236.png

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 16, 2023

@Amanda Barber I tried this and found out what's going on: by default, when you add a new product, product access is automatically added to the site-admins group. Meaning site administrators will automatically be given product access, consuming a license.

What you can do is open that group, and remove the Jira Product Discovery / User role:

Screenshot 2023-05-16 at 10.53.11.png

Can you please check this works for you? I'll add this to the FAQ, thanks!

Like Amanda Barber likes this
Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 16, 2023

@Len Bergman we're investigating. Would you mind sharing a quick video recording of what you tried to do? tcrusson@atlassian.com

Thanks!

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 16, 2023

@Len Bergman ok we found out what happened: that is because you are not a site administrator (that link should be disabled, we're changing that now). You'll need to ask a site administrator to do this for you. 

Like Len Bergman likes this
Alexandre Dury
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
May 16, 2023 • edited

Hi there,

This page and this one both mention that only creators can create ideas. However, in this page that seems newer, it seems to indicate otherwise: 
Capture d’écran 2023-05-16 à 16.51.49.png

 

This makes a huge difference for us, as you can imagine.
Could you fix the according mistake and tell me which page says the truth?

Also, do you have any visibility about the Stakeholder role?

Thank you!

Amanda Barber
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 16, 2023

Thanks, @Tanguy Crusson - I couldn't do it the way it showed in your instructions/image, but this is where I was able to change the access.image.png

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 16, 2023

OK cool, different version of the admin screen. Thanks @Amanda Barber !

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 16, 2023

@Alexandre Dury the newer page is correct : contributors can create ideas. I'll mark the older one as invalid.

The stakeholder feature is still in progress. We should be ready to open up an early version for early access soon (with a bunch of limitations). 

Like Alexandre Dury likes this

@Tanguy Crusson The way that we're using the Product Discovery Product it's necessary that contributors can edit fields. Is there something we can do to get this option? 

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 17, 2023

@Holly Byers Contributors can create ideas and set field values at creation (form-like solution), but only creators can edit fields. 

Everything is ready, except the "Step 7: upgrade to the JPD Free or Standard plan", even though I am able to manage subscription for other products. 

image.png

I've sent a ticket as instructed in the video 🙈

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 22, 2023

thank you @Eugen Stolin - can you please share a screenshot of the screen from which you clicked to get on this broken experience to tcrusson@atlassian.com? 

Like Eugen Stolin likes this

I thought the Standard released version would have forms. That's what was advertised. Please explain...

@Tanguy Crusson I'm trying to remove product discovery from site admins but I don't have an option for 'groups' under the top section 'Directory' like you do (yes, I'm a site admin). I only see Managed Accounts and Domains as an option. Under products I do eventually find a groups section, but it doesn't allow me to remove product discovery from it like you've got. 

What am I missing?

 

Thanks!

products groups.png

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 24, 2023

@Laura Friedman I think you may be referring to the ability for contributors to create ideas? If so, then that's step 5 in the instructions on this post. 

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 24, 2023

@Saskia Hoppe can you please try "Product access" as per the screenshot that @Amanda Barber shared earlier? 

Like Saskia Hoppe likes this

Just a bug to report I've noticed - if users would use the `Create` option on the top in the navbar it wouldn't follow the defined create "form template" - it's fairly confusing for less tech savy ppl in the organisation, especially that UI wise it has way more attention with the hard colouring, while the `Create an idea` option in the side menu is blended. (Jira Cloud)  

 

Screenshot 2023-05-24 at 10.34.03.png

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 24, 2023

Yes @Boleslaw Nowak , you're right, it's a current limitation we plan to address

Bill Sheboy
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
May 24, 2023

Hi @Tanguy Crusson 

First thing, thank you for the excellent, step by step, instructions for the upgrade!  This definitely raises the bar for helping in GA roll-out assistance from Atlassian.

I have a question is about Step 3 (optional): remove product access from site administrators

Using this step definitely removes all site and org admins from usage of a JPD license.  Unless this is done, they automatically use a license seat.  Good so far...

What if we want just a few site admins to also be admins of a JPD project (under the project settings > access)?  Is that possible?

Thanks, and kind regards,
Bill

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 25, 2023

@Bill Sheboy site administrators can manage the project settings (including the access screen) without needing to be explicitly added to the list of users in the access screen. 

Like Bill Sheboy likes this

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